Moller Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.18M | Hold |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.23M | Hold |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $1.04M | Hold |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $919K | Hold |
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|
2020
Q1 | $845K | Sell |
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|
2019
Q4 | $961K | Hold |
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|
2019
Q3 | $957K | Hold |
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|
2019
Q2 | $844K | Sell |
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|
2019
Q1 | $948K | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $758K | Hold |
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|
2018
Q2 | $711K | Hold |
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|
2018
Q1 | $722K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $823K | Sell |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $892K | Hold |
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|
2016
Q4 | $835K | Hold |
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|
2016
Q3 | $891K | Hold |
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|
2016
Q2 | $841K | Hold |
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|
2016
Q1 | $818K | Hold |
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|
2015
Q4 | $789K | Sell |
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|
2015
Q3 | $871K | Buy |
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|
2015
Q2 | $778K | Sell |
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|
2015
Q1 | $1.12M | Hold |
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|
2014
Q4 | $1.25M | Sell |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $964K | Hold |
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|
2013
Q3 | $896K | Hold |
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|
2013
Q2 | $912K | Buy |
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