IVC Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Buy |
|
|||||
|
2025
Q2 | $310K | Sell |
|
|||||
|
2025
Q1 | $338K | Sell |
|
|||||
|
2024
Q4 | $347K | Sell |
|
|||||
|
2024
Q3 | $454K | Sell |
|
|||||
|
2024
Q2 | $437K | Buy |
|
|||||
|
2024
Q1 | $420K | Sell |
|
|||||
|
2023
Q4 | $458K | Sell |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $1.13M | Buy |
|
|||||
|
2023
Q1 | $481K | Sell |
|
|||||
|
2022
Q4 | $495K | Buy |
|
|||||
|
2022
Q3 | $410K | Buy |
|
|||||
|
2022
Q2 | $458K | Buy |
|
|||||
|
2022
Q1 | $472K | Buy |
|
|||||
|
2021
Q4 | $483K | Sell |
|
|||||
|
2021
Q3 | $481K | Buy |
|
|||||
|
2021
Q2 | $443K | Buy |
|
|||||
|
2021
Q1 | $440K | Buy |
|
|||||
|
2020
Q4 | $450K | Buy |
|