O'Brien Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $343K | Sell |
2,395
-47
| -2% | -$6.93K | 0.05% | 71 |
|
|
2025
Q3 | $375K | Buy |
2,442
+1,040
| +74% | +$162K | 0.05% | 62 |
|
|
2025
Q2 | $223K | Buy |
1,402
+25
| +2% | +$4.08K | 0.04% | 49 |
|
|
2025
Q1 | $235K | Buy |
1,377
+180
| +15% | +$30.1K | 0.04% | 45 |
|
|
2024
Q4 | $201K | Sell |
1,197
-59
| -5% | -$10K | 0.04% | 48 |
|
|
2024
Q3 | $218K | Sell |
1,256
-84
| -6% | -$14.3K | 0.04% | 42 |
|
|
2024
Q2 | $221K | Sell |
1,340
-11
| -0.8% | -$1.8K | 0.05% | 39 |
|
|
2024
Q1 | $219K | Sell |
1,351
-711
| -34% | -$112K | 0.05% | 39 |
|
|
2023
Q4 | $302K | Buy |
2,062
+65
| +3% | +$9.63K | 0.08% | 32 |
|
|
2023
Q3 | $291K | Sell |
1,997
-1
| -0.1% | -$153 | 0.08% | 30 |
|
|
2023
Q2 | $303K | Buy |
1,998
+3
| +0.2% | +$452 | 0.09% | 31 |
|
|
2023
Q1 | $297K | Sell |
1,995
-620
| -24% | -$88.6K | 0.09% | 31 |
|
|
2022
Q4 | $396K | Buy |
2,615
+867
| +50% | +$122K | 0.16% | 23 |
|
|
2022
Q3 | $221K | Sell |
1,748
-381
| -18% | -$54.1K | 0.09% | 44 |
|
|
2022
Q2 | $306K | Sell |
2,129
-245
| -10% | -$36.8K | 0.13% | 35 |
|
|
2022
Q1 | $369K | Buy |
2,374
+285
| +14% | +$44.6K | 0.15% | 27 |
|
|
2021
Q4 | $334K | Sell |
2,089
-364
| -15% | -$54K | 0.12% | 28 |
|
|
2021
Q3 | $342K | Sell |
2,453
-96
| -4% | -$13.6K | 0.12% | 24 |
|
|
2021
Q2 | $349K | Buy |
2,549
+160
| +7% | +$21.6K | 0.12% | 28 |
|
|
2021
Q1 | $328K | Sell |
2,389
-149
| -6% | -$19.4K | 0.11% | 29 |
|
|
2020
Q4 | $352K | Sell |
2,538
-122
| -5% | -$17.1K | 0.13% | 25 |
|
|
2020
Q3 | $377K | Sell |
2,660
-191
| -7% | -$25.4K | 0.15% | 21 |
|
|
2020
Q2 | $349K | Buy |
2,851
+132
| +5% | +$15.4K | 0.15% | 20 |
|
|
2020
Q1 | $311K | Sell |
2,719
-485
| -15% | -$58.2K | 0.17% | 25 |
|
|
2019
Q4 | $393K | Buy |
3,204
+570
| +22% | +$69.7K | 0.28% | 25 |
|
|
2019
Q3 | $328K | Buy |
2,634
+1
| +0% | +$118 | 0.26% | 26 |
|
|
2019
Q2 | $298K | Buy |
2,633
+28
| +1% | +$2.98K | 0.22% | 28 |
|
|
2019
Q1 | $271K | Sell |
2,605
-194
| -7% | -$18.9K | 0.19% | 28 |
|
|
2018
Q4 | $256K | Buy |
2,799
+1
| +0% | +$89 | 0.18% | 31 |
|
|
2018
Q3 | $233K | Buy |
2,798
+1,056
| +61% | +$86.4K | 0.15% | 31 |
|
|
2018
Q2 | $136K | Sell |
1,742
-1,091
| -39% | -$82.1K | 0.1% | 27 |
|
|
2018
Q1 | $225K | Buy |
2,833
+377
| +15% | +$31.4K | 0.15% | 30 |
|
|
2017
Q4 | $226K | Buy |
2,456
+1
| +0% | +$90 | 0.14% | 30 |
|
|
2017
Q3 | $223K | Buy |
2,455
+38
| +2% | +$3.46K | 0.12% | 30 |
|
|
2017
Q2 | $211K | Sell |
2,417
-64
| -3% | -$5.64K | 0.11% | 33 |
|
|
2017
Q1 | $223K | Buy |
2,481
+66
| +3% | +$5.85K | 0.12% | 31 |
|
|
2016
Q4 | $203K | Buy |
2,415
+1
| +0% | +$85 | 0.12% | 31 |
|
|
2016
Q3 | $217K | Sell |
2,414
-39
| -2% | -$3.39K | 0.14% | 31 |
|
|
2016
Q2 | $208K | Buy |
+2,453
| New | +$201K | 0.15% | 31 |
|
Other funds holding PG
