OWA
Outlook Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
5,478
-2
| -0% | -$319 | 0.22% | 88 |
|
|
2025
Q1 | $934K | Buy |
5,480
+49
| +0.9% | +$8.35K | 0.26% | 78 |
|
|
2024
Q4 | $911K | Sell |
5,431
-1,992
| -27% | -$334K | 0.26% | 74 |
|
|
2024
Q3 | $1.29M | Buy |
7,423
+179
| +2% | +$31K | 0.37% | 53 |
|
|
2024
Q2 | $1.19M | Buy |
7,244
+290
| +4% | +$47.8K | 0.37% | 51 |
|
|
2024
Q1 | $1.13M | Buy |
6,954
+384
| +6% | +$62.3K | 0.35% | 58 |
|
|
2023
Q4 | $963K | Buy |
6,570
+407
| +7% | +$59.6K | 0.34% | 61 |
|
|
2023
Q3 | $899K | Buy |
6,163
+369
| +6% | +$53.8K | 0.34% | 69 |
|
|
2023
Q2 | $879K | Buy |
5,794
+564
| +11% | +$85.6K | 0.33% | 72 |
|
|
2023
Q1 | $778K | Sell |
5,230
-54
| -1% | -$8.03K | 0.35% | 71 |
|
|
2022
Q4 | $801K | Buy |
5,284
+21
| +0.4% | +$3.18K | 0.38% | 65 |
|
|
2022
Q3 | $664K | Sell |
5,263
-4
| -0.1% | -$505 | 0.3% | 86 |
|
|
2022
Q2 | $757K | Buy |
5,267
+33
| +0.6% | +$4.74K | 0.31% | 83 |
|
|
2022
Q1 | $799K | Buy |
5,234
+100
| +2% | +$15.3K | 0.27% | 94 |
|
|
2021
Q4 | $840K | Buy |
5,134
+288
| +6% | +$47.1K | 0.25% | 97 |
|
|
2021
Q3 | $677K | Hold |
4,846
| – | – | 0.22% | 108 |
|
|
2021
Q2 | $654K | Sell |
4,846
-36
| -0.7% | -$4.86K | 0.21% | 119 |
|
|
2021
Q1 | $661K | Hold |
4,882
| – | – | 0.23% | 107 |
|
|
2020
Q4 | $679K | Sell |
4,882
-350
| -7% | -$48.7K | 0.25% | 99 |
|
|
2020
Q3 | $727K | Sell |
5,232
-370
| -7% | -$51.4K | 0.29% | 73 |
|
|
2020
Q2 | $670K | Sell |
5,602
-97
| -2% | -$11.6K | 0.28% | 76 |
|
|
2020
Q1 | $627K | Buy |
+5,699
| New | +$627K | 0.35% | 61 |
|
|
2019
Q4 | – | Sell |
-4,562
| Closed | -$567K | – | 159 |
|
|
2019
Q3 | $567K | Sell |
4,562
-2,665
| -37% | -$331K | 0.34% | 66 |
|
|
2019
Q2 | $792K | Sell |
7,227
-1,151
| -14% | -$126K | 0.52% | 48 |
|
|
2019
Q1 | $872K | Buy |
8,378
+7,486
| +839% | +$779K | 0.72% | 33 |
|
|
2018
Q4 | $820K | Buy |
+892
| New | +$820K | 0.37% | 70 |
|