OBWP
O'Brien Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
1,402
+25
| +2% | +$3.98K | 0.04% | 49 |
|
|
2025
Q1 | $235K | Buy |
1,377
+180
| +15% | +$30.7K | 0.04% | 45 |
|
|
2024
Q4 | $201K | Sell |
1,197
-59
| -5% | -$9.89K | 0.04% | 48 |
|
|
2024
Q3 | $218K | Sell |
1,256
-84
| -6% | -$14.6K | 0.04% | 42 |
|
|
2024
Q2 | $221K | Sell |
1,340
-11
| -0.8% | -$1.81K | 0.05% | 39 |
|
|
2024
Q1 | $219K | Sell |
1,351
-711
| -34% | -$115K | 0.05% | 39 |
|
|
2023
Q4 | $302K | Buy |
2,062
+65
| +3% | +$9.52K | 0.08% | 32 |
|
|
2023
Q3 | $291K | Sell |
1,997
-1
| -0.1% | -$146 | 0.08% | 30 |
|
|
2023
Q2 | $303K | Buy |
1,998
+3
| +0.2% | +$455 | 0.09% | 31 |
|
|
2023
Q1 | $297K | Sell |
1,995
-620
| -24% | -$92.2K | 0.09% | 31 |
|
|
2022
Q4 | $396K | Buy |
2,615
+867
| +50% | +$131K | 0.16% | 23 |
|
|
2022
Q3 | $221K | Sell |
1,748
-381
| -18% | -$48.2K | 0.09% | 44 |
|
|
2022
Q2 | $306K | Sell |
2,129
-245
| -10% | -$35.2K | 0.13% | 35 |
|
|
2022
Q1 | $369K | Buy |
2,374
+285
| +14% | +$44.3K | 0.15% | 27 |
|
|
2021
Q4 | $334K | Sell |
2,089
-364
| -15% | -$58.2K | 0.12% | 28 |
|
|
2021
Q3 | $342K | Sell |
2,453
-96
| -4% | -$13.4K | 0.12% | 24 |
|
|
2021
Q2 | $349K | Buy |
2,549
+160
| +7% | +$21.9K | 0.12% | 28 |
|
|
2021
Q1 | $328K | Sell |
2,389
-149
| -6% | -$20.5K | 0.11% | 29 |
|
|
2020
Q4 | $352K | Sell |
2,538
-122
| -5% | -$16.9K | 0.13% | 25 |
|
|
2020
Q3 | $377K | Sell |
2,660
-191
| -7% | -$27.1K | 0.15% | 21 |
|
|
2020
Q2 | $349K | Buy |
2,851
+132
| +5% | +$16.2K | 0.15% | 20 |
|
|
2020
Q1 | $311K | Sell |
2,719
-485
| -15% | -$55.5K | 0.17% | 25 |
|
|
2019
Q4 | $393K | Buy |
3,204
+570
| +22% | +$69.9K | 0.28% | 25 |
|
|
2019
Q3 | $328K | Buy |
2,634
+1
| +0% | +$125 | 0.26% | 26 |
|
|
2019
Q2 | $298K | Buy |
2,633
+28
| +1% | +$3.17K | 0.22% | 28 |
|
|
2019
Q1 | $271K | Sell |
2,605
-194
| -7% | -$20.2K | 0.19% | 28 |
|
|
2018
Q4 | $256K | Buy |
2,799
+1
| +0% | +$91 | 0.18% | 31 |
|
|
2018
Q3 | $233K | Buy |
2,798
+1,056
| +61% | +$87.9K | 0.15% | 31 |
|
|
2018
Q2 | $136K | Sell |
1,742
-1,091
| -39% | -$85.2K | 0.1% | 27 |
|
|
2018
Q1 | $225K | Buy |
2,833
+377
| +15% | +$29.9K | 0.15% | 30 |
|
|
2017
Q4 | $226K | Buy |
2,456
+1
| +0% | +$92 | 0.14% | 30 |
|
|
2017
Q3 | $223K | Buy |
2,455
+38
| +2% | +$3.45K | 0.12% | 30 |
|
|
2017
Q2 | $211K | Sell |
2,417
-64
| -3% | -$5.59K | 0.11% | 33 |
|
|
2017
Q1 | $223K | Buy |
2,481
+66
| +3% | +$5.93K | 0.12% | 31 |
|
|
2016
Q4 | $203K | Buy |
2,415
+1
| +0% | +$84 | 0.12% | 31 |
|
|
2016
Q3 | $217K | Sell |
2,414
-39
| -2% | -$3.51K | 0.14% | 31 |
|
|
2016
Q2 | $208K | Buy |
+2,453
| New | +$208K | 0.15% | 31 |
|