NEWAS
N.E.W. Advisory Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
78,245
-15,494
| -17% | -$2.47M | 1.21% | 19 |
|
|
2025
Q1 | $16M | Buy |
93,739
+7,213
| +8% | +$1.23M | 1.22% | 20 |
|
|
2024
Q4 | $14.5M | Sell |
86,526
-1,194
| -1% | -$200K | 1.38% | 18 |
|
|
2024
Q3 | $15.2M | Sell |
87,720
-1,287
| -1% | -$223K | 1.5% | 18 |
|
|
2024
Q2 | $14.7M | Sell |
89,007
-169
| -0.2% | -$27.9K | 1.58% | 17 |
|
|
2024
Q1 | $14.5M | Sell |
89,176
-1,547
| -2% | -$251K | 1.61% | 15 |
|
|
2023
Q4 | $13.3M | Sell |
90,723
-3,701
| -4% | -$542K | 1.61% | 16 |
|
|
2023
Q3 | $13.8M | Buy |
94,424
+12,016
| +15% | +$1.75M | 1.96% | 14 |
|
|
2023
Q2 | $12.5M | Sell |
82,408
-2,709
| -3% | -$411K | 1.74% | 14 |
|
|
2023
Q1 | $12.7M | Buy |
85,117
+1,784
| +2% | +$265K | 1.84% | 14 |
|
|
2022
Q4 | $12.6M | Buy |
83,333
+408
| +0.5% | +$61.8K | 1.98% | 12 |
|
|
2022
Q3 | $10.5M | Sell |
82,925
-2,261
| -3% | -$285K | 1.9% | 12 |
|
|
2022
Q2 | $12.2M | Buy |
85,186
+1,772
| +2% | +$255K | 2.14% | 13 |
|
|
2022
Q1 | $11.3M | Buy |
83,414
+3,356
| +4% | +$454K | 2.14% | 13 |
|
|
2021
Q4 | $13.1M | Buy |
80,058
+465
| +0.6% | +$76.1K | 1.98% | 14 |
|
|
2021
Q3 | $11.1M | Sell |
79,593
-3,127
| -4% | -$437K | 1.81% | 15 |
|
|
2021
Q2 | $11.2M | Sell |
82,720
-660
| -0.8% | -$89K | 1.87% | 16 |
|
|
2021
Q1 | $11.2M | Sell |
83,380
-10,633
| -11% | -$1.43M | 2.1% | 13 |
|
|
2020
Q4 | $13.1M | Buy |
94,013
+42,823
| +84% | +$5.96M | 2.75% | 9 |
|
|
2020
Q3 | $7.11M | Sell |
51,190
-1,445
| -3% | -$201K | 2.01% | 14 |
|
|
2020
Q2 | $6.29M | Buy |
+52,635
| New | +$6.29M | 1.96% | 16 |
|
|
2019
Q4 | $6.72M | Buy |
+53,808
| New | +$6.72M | 2.18% | 14 |
|