IWA
IVC Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,946
-39
| -2% | -$6.21K | 0.15% | 122 |
|
|
2025
Q1 | $338K | Sell |
1,985
-85
| -4% | -$14.5K | 0.18% | 111 |
|
|
2024
Q4 | $347K | Sell |
2,070
-553
| -21% | -$92.7K | 0.19% | 101 |
|
|
2024
Q3 | $454K | Sell |
2,623
-25
| -0.9% | -$4.33K | 0.25% | 86 |
|
|
2024
Q2 | $437K | Buy |
2,648
+57
| +2% | +$9.4K | 0.24% | 89 |
|
|
2024
Q1 | $420K | Sell |
2,591
-531
| -17% | -$86.2K | 0.24% | 95 |
|
|
2023
Q4 | $458K | Sell |
3,122
-4,369
| -58% | -$640K | 0.28% | 82 |
|
|
2023
Q3 | $1.09M | Buy |
7,491
+15
| +0.2% | +$2.19K | 0.73% | 32 |
|
|
2023
Q2 | $1.13M | Buy |
7,476
+4,242
| +131% | +$644K | 0.72% | 31 |
|
|
2023
Q1 | $481K | Sell |
3,234
-33
| -1% | -$4.91K | 0.34% | 71 |
|
|
2022
Q4 | $495K | Buy |
3,267
+23
| +0.7% | +$3.49K | 0.36% | 70 |
|
|
2022
Q3 | $410K | Buy |
3,244
+56
| +2% | +$7.08K | 0.33% | 71 |
|
|
2022
Q2 | $458K | Buy |
3,188
+102
| +3% | +$14.7K | 0.35% | 67 |
|
|
2022
Q1 | $472K | Buy |
3,086
+133
| +5% | +$20.3K | 0.31% | 77 |
|
|
2021
Q4 | $483K | Sell |
2,953
-489
| -14% | -$80K | 0.31% | 84 |
|
|
2021
Q3 | $481K | Buy |
3,442
+162
| +5% | +$22.6K | 0.33% | 76 |
|
|
2021
Q2 | $443K | Buy |
3,280
+30
| +0.9% | +$4.05K | 0.31% | 82 |
|
|
2021
Q1 | $440K | Buy |
3,250
+15
| +0.5% | +$2.03K | 0.35% | 78 |
|
|
2020
Q4 | $450K | Buy |
+3,235
| New | +$450K | 0.43% | 64 |
|