JWA
JFS Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
28,392
-540
| -2% | -$86K | 0.29% | 59 |
|
|
2025
Q1 | $4.93M | Buy |
28,932
+265
| +0.9% | +$45.2K | 0.33% | 50 |
|
|
2024
Q4 | $4.81M | Sell |
28,667
-572
| -2% | -$95.9K | 0.33% | 53 |
|
|
2024
Q3 | $5.06M | Buy |
29,239
+11,385
| +64% | +$1.97M | 0.34% | 51 |
|
|
2024
Q2 | $2.94M | Sell |
17,854
-317
| -2% | -$52.3K | 0.23% | 63 |
|
|
2024
Q1 | $2.95M | Sell |
18,171
-82
| -0.4% | -$13.3K | 0.23% | 62 |
|
|
2023
Q4 | $2.67M | Sell |
18,253
-236
| -1% | -$34.6K | 0.23% | 63 |
|
|
2023
Q3 | $2.7M | Buy |
18,489
+479
| +3% | +$69.9K | 0.25% | 60 |
|
|
2023
Q2 | $2.73M | Sell |
18,010
-268
| -1% | -$40.7K | 0.25% | 62 |
|
|
2023
Q1 | $2.72M | Sell |
18,278
-31
| -0.2% | -$4.61K | 0.26% | 62 |
|
|
2022
Q4 | $2.77M | Sell |
18,309
-83
| -0.5% | -$12.6K | 0.27% | 60 |
|
|
2022
Q3 | $2.32M | Sell |
18,392
-369
| -2% | -$46.6K | 0.25% | 64 |
|
|
2022
Q2 | $2.7M | Buy |
18,761
+9
| +0% | +$1.29K | 0.28% | 59 |
|
|
2022
Q1 | $2.87M | Buy |
18,752
+35
| +0.2% | +$5.35K | 0.27% | 72 |
|
|
2021
Q4 | $3.06M | Buy |
18,717
+1,204
| +7% | +$197K | 0.29% | 69 |
|
|
2021
Q3 | $2.45M | Buy |
17,513
+828
| +5% | +$116K | 0.25% | 75 |
|
|
2021
Q2 | $2.25M | Sell |
16,685
-610
| -4% | -$82.3K | 0.34% | 48 |
|
|
2021
Q1 | $2.34M | Sell |
17,295
-134
| -0.8% | -$18.1K | 0.48% | 47 |
|
|
2020
Q4 | $2.43M | Sell |
17,429
-94
| -0.5% | -$13.1K | 0.51% | 47 |
|
|
2020
Q3 | $2.44M | Buy |
17,523
+16
| +0.1% | +$2.22K | 0.58% | 42 |
|
|
2020
Q2 | $2.09M | Sell |
17,507
-381
| -2% | -$45.5K | 0.54% | 45 |
|
|
2020
Q1 | $1.97M | Buy |
17,888
+490
| +3% | +$53.9K | 0.59% | 41 |
|
|
2019
Q4 | $2.17M | Sell |
17,398
-469
| -3% | -$58.6K | 0.54% | 44 |
|
|
2019
Q3 | $2.22M | Buy |
17,867
+22
| +0.1% | +$2.74K | 0.57% | 43 |
|
|
2019
Q2 | $1.96M | Buy |
17,845
+19
| +0.1% | +$2.08K | 0.5% | 48 |
|
|
2019
Q1 | $1.86M | Buy |
17,826
+19
| +0.1% | +$1.98K | 0.48% | 49 |
|
|
2018
Q4 | $1.64M | Sell |
17,807
-93
| -0.5% | -$8.55K | 0.44% | 51 |
|
|
2018
Q3 | $1.49M | Sell |
17,900
-1,532
| -8% | -$128K | 0.38% | 52 |
|
|
2018
Q2 | $1.52M | Sell |
19,432
-1,043
| -5% | -$81.4K | 0.4% | 49 |
|
|
2018
Q1 | $1.62M | Sell |
20,475
-1,325
| -6% | -$105K | 0.43% | 48 |
|
|
2017
Q4 | $2M | Buy |
21,800
+202
| +0.9% | +$18.6K | 0.49% | 45 |
|
|
2017
Q3 | $1.97M | Buy |
21,598
+1,134
| +6% | +$103K | 0.51% | 44 |
|
|
2017
Q2 | $1.78M | Sell |
20,464
-1,836
| -8% | -$160K | 0.49% | 49 |
|
|
2017
Q1 | $1.88M | Hold |
22,300
| – | – | 0.51% | 50 |
|
|
2016
Q4 | $1.88M | Sell |
22,300
-1,930
| -8% | -$162K | 0.51% | 50 |
|
|
2016
Q3 | $2.18M | Sell |
24,230
-2,217
| -8% | -$199K | 0.62% | 41 |
|
|
2016
Q2 | $2.24M | Sell |
26,447
-64
| -0.2% | -$5.42K | 0.62% | 34 |
|
|
2016
Q1 | $2.18M | Sell |
26,511
-1,290
| -5% | -$106K | 0.64% | 33 |
|
|
2015
Q4 | $2.21M | Sell |
27,801
-658
| -2% | -$52.2K | 0.64% | 34 |
|
|
2015
Q3 | $2.05M | Buy |
+28,459
| New | +$2.05M | 0.9% | 26 |
|
|
2014
Q2 | – | Sell |
-30,032
| Closed | -$2.42M | – | 489 |
|
|
2014
Q1 | $2.42M | Sell |
30,032
-1,059
| -3% | -$85.4K | 1.34% | 20 |
|
|
2013
Q4 | $2.53M | Sell |
31,091
-2,014
| -6% | -$164K | 1.1% | 23 |
|
|
2013
Q3 | $2.5M | Buy |
33,105
+792
| +2% | +$59.9K | 1.17% | 23 |
|
|
2013
Q2 | $2.49M | Buy |
+32,313
| New | +$2.49M | 1.25% | 22 |
|