OA
Operose Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
837
| – | – | 0.04% | 162 |
|
|
2025
Q1 | $143K | Hold |
837
| – | – | 0.05% | 144 |
|
|
2024
Q4 | $140K | Sell |
837
-833
| -50% | -$140K | 0.05% | 143 |
|
|
2024
Q3 | $289K | Hold |
1,670
| – | – | 0.09% | 113 |
|
|
2024
Q2 | $275K | Sell |
1,670
-400
| -19% | -$66K | 0.1% | 114 |
|
|
2024
Q1 | $336K | Hold |
2,070
| – | – | 0.11% | 116 |
|
|
2023
Q4 | $303K | Sell |
2,070
-730
| -26% | -$107K | 0.12% | 84 |
|
|
2023
Q3 | $408K | Buy |
2,800
+1,563
| +126% | +$228K | 0.16% | 61 |
|
|
2023
Q2 | $188K | Hold |
1,237
| – | – | 0.09% | 88 |
|
|
2023
Q1 | $184K | Buy |
1,237
+200
| +19% | +$29.7K | 0.09% | 80 |
|
|
2022
Q4 | $157K | Sell |
1,037
-100
| -9% | -$15.2K | 0.08% | 84 |
|
|
2022
Q3 | $144K | Sell |
1,137
-400
| -26% | -$50.7K | 0.09% | 79 |
|
|
2022
Q2 | $221K | Hold |
1,537
| – | – | 0.16% | 52 |
|
|
2022
Q1 | $235K | Buy |
1,537
+400
| +35% | +$61.2K | 0.16% | 57 |
|
|
2021
Q4 | $186K | Buy |
+1,137
| New | +$186K | 0.15% | 65 |
|