OHWA
Oak Hill Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
36,851
+19
| +0.1% | +$3K | 1.21% | 20 |
|
|
2025
Q1 | $6.28M | Buy |
36,832
+1,053
| +3% | +$179K | 1.46% | 17 |
|
|
2024
Q4 | $6M | Buy |
+35,779
| New | +$6M | 1.43% | 17 |
|
|
2024
Q3 | – | Sell |
-35,358
| Closed | -$5.83M | – | 78 |
|
|
2024
Q2 | $5.83M | Buy |
+35,358
| New | +$5.83M | 1.77% | 13 |
|
|
2024
Q1 | – | Sell |
-35,421
| Closed | -$5.19M | – | 71 |
|
|
2023
Q4 | $5.19M | Sell |
35,421
-59
| -0.2% | -$8.65K | 1.79% | 13 |
|
|
2023
Q3 | $5.18M | Buy |
35,480
+437
| +1% | +$63.7K | 2% | 12 |
|
|
2023
Q2 | $5.32M | Sell |
35,043
-288
| -0.8% | -$43.7K | 1.96% | 10 |
|
|
2023
Q1 | $5.25M | Buy |
35,331
+188
| +0.5% | +$28K | 2.07% | 9 |
|
|
2022
Q4 | $5.33M | Buy |
+35,143
| New | +$5.33M | 2.2% | 9 |
|