LWA
Lineweaver Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
20,757
+2,335
| +13% | +$372K | 0.52% | 40 |
|
|
2025
Q1 | $3.14M | Sell |
18,422
-2,055
| -10% | -$350K | 0.53% | 39 |
|
|
2024
Q4 | $3.43M | Buy |
20,477
+932
| +5% | +$156K | 0.63% | 33 |
|
|
2024
Q3 | $3.39M | Buy |
19,545
+648
| +3% | +$112K | 0.64% | 33 |
|
|
2024
Q2 | $3.12M | Sell |
18,897
-1,528
| -7% | -$252K | 0.65% | 34 |
|
|
2024
Q1 | $3.31M | Buy |
20,425
+438
| +2% | +$71.1K | 0.79% | 29 |
|
|
2023
Q4 | $2.93M | Sell |
19,987
-4,943
| -20% | -$725K | 0.76% | 29 |
|
|
2023
Q3 | $3.64M | Sell |
24,930
-2,648
| -10% | -$386K | 1.06% | 18 |
|
|
2023
Q2 | $4.18M | Sell |
27,578
-253
| -0.9% | -$38.4K | 1.19% | 17 |
|
|
2023
Q1 | $4.14M | Buy |
27,831
+1,899
| +7% | +$282K | 1.27% | 16 |
|
|
2022
Q4 | $3.93M | Sell |
25,932
-88
| -0.3% | -$13.3K | 1.19% | 18 |
|
|
2022
Q3 | $3.29M | Buy |
26,020
+2,626
| +11% | +$332K | 1.07% | 20 |
|
|
2022
Q2 | $3.36M | Buy |
23,394
+4,119
| +21% | +$592K | 1.11% | 17 |
|
|
2022
Q1 | $2.95M | Buy |
19,275
+1,254
| +7% | +$192K | 0.84% | 25 |
|
|
2021
Q4 | $2.95M | Buy |
18,021
+503
| +3% | +$82.3K | 0.85% | 24 |
|
|
2021
Q3 | $2.45M | Buy |
17,518
+6,363
| +57% | +$890K | 0.75% | 30 |
|
|
2021
Q2 | $1.51M | Buy |
11,155
+1,076
| +11% | +$145K | 0.49% | 37 |
|
|
2021
Q1 | $1.37M | Buy |
10,079
+2,348
| +30% | +$318K | 0.48% | 37 |
|
|
2020
Q4 | $1.08M | Buy |
7,731
+343
| +5% | +$47.7K | 0.42% | 32 |
|
|
2020
Q3 | $1.03M | Buy |
7,388
+667
| +10% | +$92.6K | 0.46% | 31 |
|
|
2020
Q2 | $803K | Buy |
6,721
+319
| +5% | +$38.1K | 0.41% | 31 |
|
|
2020
Q1 | $704K | Buy |
6,402
+713
| +13% | +$78.4K | 0.44% | 31 |
|
|
2019
Q4 | $710K | Buy |
+5,689
| New | +$710K | 0.4% | 29 |
|