LWANC
Laurel Wealth Advisors (North Carolina)’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44M | Buy |
7,012,744
+6,969,110
| +15,972% | +$43.7M | 0.63% | 41 |
|
2025
Q1 | $7.44M | Sell |
43,634
-129
| -0.3% | -$22K | 1.16% | 22 |
|
2024
Q4 | $7.34M | Sell |
43,763
-44
| -0.1% | -$7.38K | 1.15% | 21 |
|
2024
Q3 | $7.59M | Buy |
43,807
+240
| +0.6% | +$41.6K | 1.21% | 23 |
|
2024
Q2 | $7.18M | Sell |
43,567
-2,509
| -5% | -$414K | 1.25% | 21 |
|
2024
Q1 | $7.48M | Buy |
46,076
+1,317
| +3% | +$214K | 1.27% | 21 |
|
2023
Q4 | $6.56M | Buy |
44,759
+342
| +0.8% | +$50.1K | 1.24% | 23 |
|
2023
Q3 | $6.48M | Sell |
44,417
-925
| -2% | -$135K | 1.37% | 20 |
|
2023
Q2 | $6.88M | Sell |
45,342
-482
| -1% | -$73.1K | 1.38% | 19 |
|
2023
Q1 | $6.81M | Buy |
45,824
+2,039
| +5% | +$303K | 1.44% | 16 |
|
2022
Q4 | $6.64M | Buy |
43,785
+1,529
| +4% | +$232K | 1.5% | 18 |
|
2022
Q3 | $5.34M | Buy |
42,256
+360
| +0.9% | +$45.5K | 1.33% | 20 |
|
2022
Q2 | $6.02M | Buy |
41,896
+20
| +0% | +$2.88K | 1.46% | 18 |
|
2022
Q1 | $6.4M | Sell |
41,876
-555
| -1% | -$84.8K | 1.34% | 19 |
|
2021
Q4 | $6.94M | Buy |
42,431
+3,809
| +10% | +$623K | 1.42% | 17 |
|
2021
Q3 | $5.4M | Sell |
38,622
-521
| -1% | -$72.8K | 1.19% | 21 |
|
2021
Q2 | $5.28M | Buy |
39,143
+566
| +1% | +$76.4K | 1.14% | 22 |
|
2021
Q1 | $5.23M | Buy |
38,577
+1,155
| +3% | +$156K | 1.27% | 21 |
|
2020
Q4 | $5.21M | Buy |
37,422
+491
| +1% | +$68.3K | 1.35% | 21 |
|
2020
Q3 | $5.13M | Buy |
36,931
+285
| +0.8% | +$39.6K | 1.53% | 17 |
|
2020
Q2 | $4.38M | Buy |
36,646
+681
| +2% | +$81.4K | 1.44% | 17 |
|
2020
Q1 | $3.96M | Sell |
35,965
-293
| -0.8% | -$32.2K | 1.49% | 17 |
|
2019
Q4 | $4.53M | Sell |
36,258
-788
| -2% | -$98.4K | 1.43% | 18 |
|
2019
Q3 | $4.61M | Sell |
37,046
-437
| -1% | -$54.4K | 1.57% | 17 |
|
2019
Q2 | $4.11M | Sell |
37,483
-623
| -2% | -$68.3K | 1.45% | 18 |
|
2019
Q1 | $3.97M | Buy |
38,106
+173
| +0.5% | +$18K | 1.45% | 15 |
|
2018
Q4 | $3.49M | Buy |
+37,933
| New | +$3.49M | 1.4% | 18 |
|