MWP
Moller Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
8,127
-245
| -3% | -$39K | 0.29% | 32 |
|
|
2025
Q1 | $1.43M | Buy |
8,372
+455
| +6% | +$77.5K | 0.35% | 30 |
|
|
2024
Q4 | $1.33M | Hold |
7,917
| – | – | 0.35% | 31 |
|
|
2024
Q3 | $1.37M | Hold |
7,917
| – | – | 0.34% | 30 |
|
|
2024
Q2 | $1.31M | Hold |
7,917
| – | – | 0.35% | 30 |
|
|
2024
Q1 | $1.28M | Hold |
7,917
| – | – | 0.35% | 29 |
|
|
2023
Q4 | $1.16M | Hold |
7,917
| – | – | 0.33% | 29 |
|
|
2023
Q3 | $1.15M | Sell |
7,917
-20
| -0.3% | -$2.92K | 0.37% | 28 |
|
|
2023
Q2 | $1.2M | Hold |
7,937
| – | – | 0.37% | 28 |
|
|
2023
Q1 | $1.18M | Hold |
7,937
| – | – | 0.36% | 28 |
|
|
2022
Q4 | $1.2M | Hold |
7,937
| – | – | 0.39% | 28 |
|
|
2022
Q3 | $1M | Hold |
7,937
| – | – | 0.36% | 28 |
|
|
2022
Q2 | $1.14M | Hold |
7,937
| – | – | 0.39% | 28 |
|
|
2022
Q1 | $1.21M | Buy |
7,937
+430
| +6% | +$65.7K | 0.38% | 28 |
|
|
2021
Q4 | $1.23M | Hold |
7,507
| – | – | 0.39% | 28 |
|
|
2021
Q3 | $1.05M | Hold |
7,507
| – | – | 0.35% | 29 |
|
|
2021
Q2 | $1.01M | Sell |
7,507
-500
| -6% | -$67.5K | 0.33% | 28 |
|
|
2021
Q1 | $1.08M | Buy |
8,007
+500
| +7% | +$67.7K | 0.38% | 27 |
|
|
2020
Q4 | $1.05M | Hold |
7,507
| – | – | 0.43% | 30 |
|
|
2020
Q3 | $1.04M | Sell |
7,507
-176
| -2% | -$24.5K | 0.47% | 27 |
|
|
2020
Q2 | $919K | Hold |
7,683
| – | – | 0.4% | 29 |
|
|
2020
Q1 | $845K | Sell |
7,683
-10
| -0.1% | -$1.1K | 0.44% | 26 |
|
|
2019
Q4 | $961K | Hold |
7,693
| – | – | 0.43% | 29 |
|
|
2019
Q3 | $957K | Hold |
7,693
| – | – | 0.46% | 27 |
|
|
2019
Q2 | $844K | Sell |
7,693
-1,415
| -16% | -$155K | 0.43% | 31 |
|
|
2019
Q1 | $948K | Sell |
9,108
-6,323
| -41% | -$658K | 0.43% | 25 |
|
|
2018
Q4 | $1.41M | Buy |
15,431
+6,323
| +69% | +$577K | 0.92% | 22 |
|
|
2018
Q3 | $758K | Hold |
9,108
| – | – | 0.33% | 23 |
|
|
2018
Q2 | $711K | Hold |
9,108
| – | – | 0.28% | 28 |
|
|
2018
Q1 | $722K | Sell |
9,108
-2,779
| -23% | -$220K | 0.31% | 26 |
|
|
2017
Q4 | $1.09M | Buy |
11,887
+2,837
| +31% | +$261K | 0.42% | 24 |
|
|
2017
Q3 | $823K | Sell |
9,050
-2,914
| -24% | -$265K | 0.31% | 25 |
|
|
2017
Q2 | $1.04M | Buy |
11,964
+2,031
| +20% | +$177K | 0.44% | 24 |
|
|
2017
Q1 | $892K | Hold |
9,933
| – | – | 0.39% | 28 |
|
|
2016
Q4 | $835K | Hold |
9,933
| – | – | 0.41% | 26 |
|
|
2016
Q3 | $891K | Hold |
9,933
| – | – | 0.41% | 28 |
|
|
2016
Q2 | $841K | Hold |
9,933
| – | – | 0.41% | 27 |
|
|
2016
Q1 | $818K | Hold |
9,933
| – | – | 0.48% | 26 |
|
|
2015
Q4 | $789K | Sell |
9,933
-2,175
| -18% | -$173K | 0.43% | 25 |
|
|
2015
Q3 | $871K | Buy |
12,108
+2,160
| +22% | +$155K | 0.81% | 20 |
|
|
2015
Q2 | $778K | Sell |
9,948
-3,753
| -27% | -$294K | 0.35% | 28 |
|
|
2015
Q1 | $1.12M | Hold |
13,701
| – | – | 0.52% | 22 |
|
|
2014
Q4 | $1.25M | Sell |
13,701
-250
| -2% | -$22.8K | 0.62% | 22 |
|
|
2014
Q3 | $1.17M | Sell |
13,951
-348
| -2% | -$29.1K | 0.55% | 23 |
|
|
2014
Q2 | $1.12M | Buy |
14,299
+200
| +1% | +$15.7K | 0.51% | 24 |
|
|
2014
Q1 | $1.14M | Buy |
14,099
+2,256
| +19% | +$182K | 0.58% | 27 |
|
|
2013
Q4 | $964K | Hold |
11,843
| – | – | 0.52% | 29 |
|
|
2013
Q3 | $896K | Hold |
11,843
| – | – | 0.56% | 29 |
|
|
2013
Q2 | $912K | Buy |
+11,843
| New | +$912K | 0.67% | 26 |
|