OWA
ORBA Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
23,251
-942
| -4% | -$150K | 3.37% | 9 |
|
|
2025
Q1 | $4.12M | Hold |
24,193
| – | – | 2.08% | 18 |
|
|
2024
Q4 | $4.06M | Hold |
24,193
| – | – | 2.12% | 14 |
|
|
2024
Q3 | $4.19M | Buy |
24,193
+24
| +0.1% | +$4.16K | 2.12% | 16 |
|
|
2024
Q2 | $3.99M | Buy |
24,169
+72
| +0.3% | +$11.9K | 2.06% | 16 |
|
|
2024
Q1 | $3.91M | Sell |
24,097
-14
| -0.1% | -$2.27K | 2.16% | 16 |
|
|
2023
Q4 | $3.53M | Buy |
+24,111
| New | +$3.53M | 2.12% | 17 |
|