Moss Adams 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 | $1.22M | Buy |
7,684
+324
| +4% | +$51.6K | 0.11% | 65 |
|
|
2025
Q1 | $1.25M | Buy |
7,360
+1,073
| +17% | +$183K | 0.13% | 53 |
|
|
2024
Q4 | $1.05M | Sell |
6,287
-331
| -5% | -$55.5K | 0.11% | 57 |
|
|
2024
Q3 | $1.15M | Buy |
6,618
+393
| +6% | +$68.1K | 0.13% | 49 |
|
|
2024
Q2 | $1.03M | Buy |
6,225
+918
| +17% | +$151K | 0.14% | 47 |
|
|
2024
Q1 | $861K | Buy |
5,307
+518
| +11% | +$84K | 0.14% | 52 |
|
|
2023
Q4 | $702K | Sell |
4,789
-39
| -0.8% | -$5.72K | 0.15% | 43 |
|
|
2023
Q3 | $704K | Buy |
4,828
+1,795
| +59% | +$262K | 0.24% | 33 |
|
|
2023
Q2 | $460K | Sell |
3,033
-295
| -9% | -$44.8K | 0.15% | 46 |
|
|
2023
Q1 | $495K | Sell |
3,328
-83
| -2% | -$12.3K | 0.17% | 43 |
|
|
2022
Q4 | $517K | Buy |
+3,411
| New | +$517K | 0.26% | 54 |
|