MYIA
Mount Yale Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
44,424
-141
| -0.3% | -$22.5K | 0.55% | 27 |
|
|
2025
Q1 | $7.59M | Sell |
44,565
-129
| -0.3% | -$22K | 0.65% | 22 |
|
|
2024
Q4 | $7.49M | Buy |
44,694
+2,839
| +7% | +$476K | 0.61% | 24 |
|
|
2024
Q3 | $7.25M | Sell |
41,855
-362
| -0.9% | -$62.7K | 0.7% | 14 |
|
|
2024
Q2 | $6.96M | Sell |
42,217
-1,799
| -4% | -$297K | 0.55% | 21 |
|
|
2024
Q1 | $7.14M | Buy |
44,016
+424
| +1% | +$68.8K | 0.55% | 30 |
|
|
2023
Q4 | $6.39M | Buy |
43,592
+1,662
| +4% | +$244K | 0.61% | 27 |
|
|
2023
Q3 | $6.12M | Buy |
41,930
+60
| +0.1% | +$8.75K | 0.67% | 20 |
|
|
2023
Q2 | $6.35M | Sell |
41,870
-1,536
| -4% | -$233K | 0.67% | 28 |
|
|
2023
Q1 | $6.45M | Buy |
43,406
+842
| +2% | +$125K | 0.72% | 24 |
|
|
2022
Q4 | $6.45M | Buy |
42,564
+791
| +2% | +$120K | 0.73% | 28 |
|
|
2022
Q3 | $5.27M | Sell |
41,773
-8,543
| -17% | -$1.08M | 0.7% | 27 |
|
|
2022
Q2 | $7.24M | Sell |
50,316
-403
| -0.8% | -$57.9K | 0.91% | 14 |
|
|
2022
Q1 | $7.75M | Buy |
50,719
+2,904
| +6% | +$444K | 0.84% | 15 |
|
|
2021
Q4 | $7.82M | Buy |
47,815
+940
| +2% | +$154K | 0.81% | 16 |
|
|
2021
Q3 | $6.55M | Buy |
46,875
+9,878
| +27% | +$1.38M | 0.75% | 25 |
|
|
2021
Q2 | $4.99M | Buy |
36,997
+306
| +0.8% | +$41.3K | 0.6% | 41 |
|
|
2021
Q1 | $4.97M | Sell |
36,691
-25
| -0.1% | -$3.39K | 0.65% | 36 |
|
|
2020
Q4 | $5.11M | Buy |
36,716
+145
| +0.4% | +$20.2K | 0.72% | 31 |
|
|
2020
Q3 | $5.08M | Buy |
36,571
+32,240
| +744% | +$4.48M | 0.72% | 23 |
|
|
2020
Q2 | $518K | Sell |
4,331
-2,680
| -38% | -$321K | 0.09% | 224 |
|
|
2020
Q1 | $771K | Sell |
7,011
-305
| -4% | -$33.5K | 0.17% | 128 |
|
|
2019
Q4 | $912K | Buy |
7,316
+2,352
| +47% | +$293K | 0.16% | 128 |
|
|
2019
Q3 | $592K | Buy |
4,964
+616
| +14% | +$73.5K | 0.11% | 168 |
|
|
2019
Q2 | $502K | Sell |
4,348
-897
| -17% | -$104K | 0.09% | 185 |
|
|
2019
Q1 | $546K | Sell |
5,245
-3,614
| -41% | -$376K | 0.1% | 160 |
|
|
2018
Q4 | $871K | Buy |
8,859
+3,288
| +59% | +$323K | 0.18% | 125 |
|
|
2018
Q3 | $509K | Buy |
5,571
+1,773
| +47% | +$162K | 0.09% | 171 |
|
|
2018
Q2 | $297K | Buy |
3,798
+489
| +15% | +$38.2K | 0.06% | 251 |
|
|
2018
Q1 | $262K | Buy |
+3,309
| New | +$262K | 0.06% | 258 |
|