Omnia Family Wealth’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
Q3 | $715K | Sell |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $518K | Hold |
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|
2023
Q1 | $507K | Hold |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $432K | Hold |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $559K | Hold |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $733K | Sell |
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|
2020
Q3 | $862K | Hold |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $829K | Buy |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $512K | Hold |
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|
2019
Q2 | $452K | Hold |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q3 | $345K | Buy |
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|
2018
Q2 | $297K | Sell |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $489K | Buy |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $429K | Buy |
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|
2017
Q1 | $434K | Sell |
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|
2016
Q4 | $409K | Buy |
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