Motive 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 | $321K | Buy |
2,014
+213
| +12% | +$33.9K | 0.15% | 57 |
|
|
2025
Q1 | $307K | Sell |
1,801
-69
| -4% | -$11.8K | 0.16% | 54 |
|
|
2024
Q4 | $314K | Buy |
1,870
+314
| +20% | +$52.6K | 0.17% | 56 |
|
|
2024
Q3 | $257K | Hold |
1,556
| – | – | 0.15% | 61 |
|
|
2024
Q2 | $257K | Sell |
1,556
-107
| -6% | -$17.6K | 0.15% | 61 |
|
|
2024
Q1 | $270K | Buy |
+1,663
| New | +$270K | 0.16% | 61 |
|
|
2023
Q4 | – | Sell |
-1,491
| Closed | -$217K | – | 49 |
|
|
2023
Q3 | $217K | Sell |
1,491
-81
| -5% | -$11.8K | 0.24% | 49 |
|
|
2023
Q2 | $239K | Sell |
1,572
-212
| -12% | -$32.2K | 0.25% | 48 |
|
|
2023
Q1 | $265K | Sell |
1,784
-361
| -17% | -$53.7K | 0.29% | 44 |
|
|
2022
Q4 | $325K | Sell |
2,145
-129
| -6% | -$19.6K | 0.25% | 44 |
|
|
2022
Q3 | $287K | Buy |
2,274
+879
| +63% | +$111K | 0.23% | 45 |
|
|
2022
Q2 | $201K | Buy |
+1,395
| New | +$201K | 0.16% | 76 |
|