KWB Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Hold |
26,527
| – | – | 0.55% | 36 |
|
|
2025
Q1 | $4.45M | Buy |
26,527
+25,330
| +2,116% | +$4.25M | 0.54% | 34 |
|
|
2024
Q4 | $207K | Buy |
+1,197
| New | +$207K | 0.03% | 139 |
|
|
2023
Q4 | – | Sell |
-1,378
| Closed | -$209K | – | 137 |
|
|
2023
Q3 | $209K | Hold |
1,378
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $209K | Buy |
1,378
+1
| +0.1% | +$152 | 0.03% | 119 |
|
|
2023
Q1 | $209K | Buy |
1,377
+55
| +4% | +$8.34K | 0.04% | 115 |
|
|
2022
Q4 | $200K | Buy |
+1,322
| New | +$200K | 0.04% | 109 |
|
|
2022
Q2 | – | Sell |
-1,376
| Closed | -$225K | – | 113 |
|
|
2022
Q1 | $225K | Hold |
1,376
| – | – | 0.04% | 82 |
|
|
2021
Q4 | $225K | Sell |
1,376
-54
| -4% | -$8.83K | 0.04% | 82 |
|
|
2021
Q3 | $200K | Sell |
1,430
-2,460
| -63% | -$344K | 0.04% | 85 |
|
|
2021
Q2 | $527K | Hold |
3,890
| – | – | 0.1% | 50 |
|
|
2021
Q1 | $527K | Buy |
3,890
+431
| +12% | +$58.4K | 0.1% | 50 |
|
|
2020
Q4 | $481K | Buy |
+3,459
| New | +$481K | 0.1% | 50 |
|