Mission Wealth Management’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 | $8.32M | Buy |
52,219
+1,939
| +4% | +$309K | 0.18% | 71 |
|
|
2025
Q1 | $8.57M | Sell |
50,280
-1,469
| -3% | -$250K | 0.21% | 63 |
|
|
2024
Q4 | $8.68M | Sell |
51,749
-734
| -1% | -$123K | 0.2% | 61 |
|
|
2024
Q3 | $9.09M | Sell |
52,483
-946
| -2% | -$164K | 0.22% | 59 |
|
|
2024
Q2 | $8.81M | Buy |
53,429
+1,605
| +3% | +$265K | 0.23% | 56 |
|
|
2024
Q1 | $8.41M | Buy |
51,824
+6,216
| +14% | +$1.01M | 0.22% | 68 |
|
|
2023
Q4 | $6.68M | Buy |
45,608
+873
| +2% | +$128K | 0.22% | 62 |
|
|
2023
Q3 | $6.52M | Sell |
44,735
-2,334
| -5% | -$340K | 0.24% | 59 |
|
|
2023
Q2 | $7.14M | Buy |
47,069
+1,936
| +4% | +$294K | 0.27% | 53 |
|
|
2023
Q1 | $6.71M | Buy |
45,133
+1,821
| +4% | +$271K | 0.28% | 55 |
|
|
2022
Q4 | $6.56M | Buy |
43,312
+764
| +2% | +$116K | 0.31% | 52 |
|
|
2022
Q3 | $5.37M | Buy |
42,548
+1,204
| +3% | +$152K | 0.28% | 49 |
|
|
2022
Q2 | $5.95M | Buy |
41,344
+9,546
| +30% | +$1.37M | 0.31% | 47 |
|
|
2022
Q1 | $4.86M | Buy |
31,798
+2,246
| +8% | +$343K | 0.22% | 57 |
|
|
2021
Q4 | $4.83M | Buy |
29,552
+693
| +2% | +$113K | 0.22% | 58 |
|
|
2021
Q3 | $4.03M | Buy |
28,859
+1,350
| +5% | +$189K | 0.21% | 63 |
|
|
2021
Q2 | $3.71M | Sell |
27,509
-559
| -2% | -$75.4K | 0.2% | 61 |
|
|
2021
Q1 | $3.8M | Buy |
28,068
+3,139
| +13% | +$425K | 0.22% | 55 |
|
|
2020
Q4 | $3.47M | Buy |
24,929
+435
| +2% | +$60.5K | 0.22% | 56 |
|
|
2020
Q3 | $3.4M | Buy |
24,494
+661
| +3% | +$91.9K | 0.25% | 53 |
|
|
2020
Q2 | $2.85M | Buy |
23,833
+1,240
| +5% | +$148K | 0.25% | 55 |
|
|
2020
Q1 | $2.49M | Sell |
22,593
-224
| -1% | -$24.6K | 0.27% | 50 |
|
|
2019
Q4 | $2.85M | Sell |
22,817
-812
| -3% | -$101K | 0.27% | 54 |
|
|
2019
Q3 | $2.94M | Sell |
23,629
-192
| -0.8% | -$23.9K | 0.31% | 50 |
|
|
2019
Q2 | $2.61M | Sell |
23,821
-1,416
| -6% | -$155K | 0.29% | 53 |
|
|
2019
Q1 | $2.63M | Buy |
25,237
+609
| +2% | +$63.4K | 0.3% | 51 |
|
|
2018
Q4 | $2.26M | Buy |
24,628
+1,006
| +4% | +$92.5K | 0.3% | 49 |
|
|
2018
Q3 | $1.97M | Sell |
23,622
-1,269
| -5% | -$106K | 0.26% | 53 |
|
|
2018
Q2 | $1.94M | Sell |
24,891
-243
| -1% | -$19K | 0.29% | 50 |
|
|
2018
Q1 | $1.99M | Sell |
25,134
-3,174
| -11% | -$252K | 0.32% | 42 |
|
|
2017
Q4 | $2.6M | Buy |
28,308
+2,824
| +11% | +$259K | 0.45% | 33 |
|
|
2017
Q3 | $2.32M | Buy |
25,484
+818
| +3% | +$74.4K | 0.43% | 33 |
|
|
2017
Q2 | $2.15M | Buy |
24,666
+687
| +3% | +$59.9K | 0.41% | 35 |
|
|
2017
Q1 | $2.15M | Sell |
23,979
-544
| -2% | -$48.9K | 0.42% | 34 |
|
|
2016
Q4 | $2.06M | Buy |
24,523
+2,186
| +10% | +$184K | 0.41% | 33 |
|
|
2016
Q3 | $2.01M | Buy |
22,337
+12,819
| +135% | +$1.15M | 0.48% | 29 |
|
|
2016
Q2 | $806K | Sell |
9,518
-76
| -0.8% | -$6.44K | 0.21% | 52 |
|
|
2016
Q1 | $790K | Buy |
9,594
+1,473
| +18% | +$121K | 0.21% | 53 |
|
|
2015
Q4 | $645K | Buy |
8,121
+1,178
| +17% | +$93.6K | 0.18% | 58 |
|
|
2015
Q3 | $499K | Buy |
6,943
+254
| +4% | +$18.3K | 0.15% | 65 |
|
|
2015
Q2 | $548K | Buy |
+6,689
| New | +$548K | 0.19% | 62 |
|