Lowe Wealth Advisors’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 | $72.5K | Hold |
455
| – | – | 0.03% | 114 |
|
2025
Q1 | $77.5K | Buy |
455
+300
| +194% | +$51.1K | 0.03% | 104 |
|
2024
Q4 | $26K | Buy |
155
+50
| +48% | +$8.38K | 0.01% | 165 |
|
2024
Q3 | $18.2K | Hold |
105
| – | – | 0.01% | 176 |
|
2024
Q2 | $17.3K | Hold |
105
| – | – | 0.01% | 182 |
|
2024
Q1 | $17K | Hold |
105
| – | – | 0.01% | 180 |
|
2023
Q4 | $15.4K | Hold |
105
| – | – | 0.01% | 178 |
|
2023
Q3 | $15.3K | Hold |
105
| – | – | 0.01% | 169 |
|
2023
Q2 | $15.9K | Hold |
105
| – | – | 0.01% | 179 |
|
2023
Q1 | $15.6K | Hold |
105
| – | – | 0.01% | 170 |
|
2022
Q4 | $15.9K | Buy |
105
+80
| +320% | +$12.1K | 0.01% | 174 |
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 281 |
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 246 |
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 260 |
|
2021
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 243 |
|
2021
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 243 |
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 236 |
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 227 |
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 223 |
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 213 |
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 220 |
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 225 |
|
2019
Q3 | $3K | Sell |
25
-50
| -67% | -$6K | ﹤0.01% | 217 |
|
2019
Q2 | $8K | Buy |
75
+50
| +200% | +$5.33K | ﹤0.01% | 184 |
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 260 |
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 205 |
|
2018
Q1 | $2K | Sell |
25
-125
| -83% | -$10K | ﹤0.01% | 211 |
|
2017
Q4 | $14K | Hold |
150
| – | – | 0.01% | 140 |
|
2017
Q3 | $14K | Hold |
150
| – | – | 0.01% | 136 |
|
2017
Q2 | $13K | Hold |
150
| – | – | 0.01% | 123 |
|
2017
Q1 | $13K | Sell |
150
-100
| -40% | -$8.67K | 0.01% | 121 |
|
2016
Q4 | $21K | Sell |
250
-779
| -76% | -$65.4K | 0.01% | 94 |
|
2016
Q3 | $92K | Buy |
1,029
+790
| +331% | +$70.6K | 0.06% | 45 |
|
2016
Q2 | $20K | Buy |
239
+37
| +18% | +$3.1K | 0.01% | 95 |
|
2016
Q1 | $17K | Hold |
202
| – | – | 0.01% | 102 |
|
2015
Q4 | $16K | Hold |
202
| – | – | 0.01% | 103 |
|
2015
Q3 | $15K | Buy |
202
+71
| +54% | +$5.27K | 0.01% | 101 |
|
2015
Q2 | $10K | Sell |
131
-46
| -26% | -$3.51K | 0.01% | 137 |
|
2015
Q1 | $15K | Hold |
177
| – | – | 0.01% | 119 |
|
2014
Q4 | $16K | Buy |
+177
| New | +$16K | 0.01% | 111 |
|