OWA
Opal Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
1,146
+274
| +31% | +$43.7K | 0.05% | 206 |
|
|
2025
Q1 | $149K | Buy |
+872
| New | +$149K | 0.05% | 217 |
|
|
2024
Q3 | – | Sell |
-2,365
| Closed | -$390K | – | 901 |
|
|
2024
Q2 | $390K | Sell |
2,365
-202
| -8% | -$33.3K | 0.13% | 94 |
|
|
2024
Q1 | $417K | Sell |
2,567
-251
| -9% | -$40.7K | 0.14% | 98 |
|
|
2023
Q4 | $413K | Buy |
2,818
+17
| +0.6% | +$2.49K | 0.16% | 94 |
|
|
2023
Q3 | $409K | Sell |
2,801
-445
| -14% | -$64.9K | 0.24% | 65 |
|
|
2023
Q2 | $492K | Buy |
3,246
+932
| +40% | +$141K | 0.25% | 54 |
|
|
2023
Q1 | $344K | Buy |
2,314
+271
| +13% | +$40.3K | 0.2% | 61 |
|
|
2022
Q4 | $310K | Sell |
2,043
-157
| -7% | -$23.8K | 0.17% | 77 |
|
|
2022
Q3 | $278K | Buy |
2,200
+6
| +0.3% | +$758 | 0.2% | 68 |
|
|
2022
Q2 | $315K | Buy |
2,194
+541
| +33% | +$77.7K | 0.21% | 67 |
|
|
2022
Q1 | $253K | Sell |
1,653
-257
| -13% | -$39.3K | 0.22% | 79 |
|
|
2021
Q4 | $312K | Buy |
1,910
+223
| +13% | +$36.4K | 0.2% | 81 |
|
|
2021
Q3 | $236K | Sell |
1,687
-148
| -8% | -$20.7K | 0.23% | 67 |
|
|
2021
Q2 | $248K | Buy |
1,835
+66
| +4% | +$8.92K | 0.23% | 66 |
|
|
2021
Q1 | $240K | Buy |
+1,769
| New | +$240K | 0.26% | 61 |
|