Oxler Private Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Buy |
2,282
+11
| +0.5% | +$1.75K | 0.11% | 68 |
|
2025
Q1 | $387K | Buy |
2,271
+10
| +0.4% | +$1.7K | 0.14% | 67 |
|
2024
Q4 | $379K | Sell |
2,261
-115
| -5% | -$19.3K | 0.12% | 68 |
|
2024
Q3 | $412K | Buy |
2,376
+10
| +0.4% | +$1.73K | 0.14% | 66 |
|
2024
Q2 | $390K | Buy |
2,366
+9
| +0.4% | +$1.49K | 0.14% | 64 |
|
2024
Q1 | $382K | Buy |
2,357
+424
| +22% | +$68.8K | 0.15% | 66 |
|
2023
Q4 | $283K | Sell |
1,933
-92
| -5% | -$13.5K | 0.24% | 60 |
|
2023
Q3 | $296K | Sell |
2,025
-99
| -5% | -$14.5K | 0.15% | 78 |
|
2023
Q2 | $322K | Buy |
2,124
+12
| +0.6% | +$1.82K | 0.15% | 78 |
|
2023
Q1 | $314K | Buy |
2,112
+14
| +0.7% | +$2.08K | 0.16% | 82 |
|
2022
Q4 | $318K | Buy |
2,098
+15
| +0.7% | +$2.27K | 0.17% | 85 |
|
2022
Q3 | $263K | Buy |
2,083
+10
| +0.5% | +$1.26K | 0.15% | 87 |
|
2022
Q2 | $298K | Buy |
2,073
+11
| +0.5% | +$1.58K | 0.14% | 95 |
|
2022
Q1 | $315K | Buy |
2,062
+10
| +0.5% | +$1.53K | 0.14% | 97 |
|
2021
Q4 | $335K | Hold |
2,052
| – | – | 0.14% | 103 |
|
2021
Q3 | $286K | Buy |
2,052
+227
| +12% | +$31.6K | 0.13% | 112 |
|
2021
Q2 | $246K | Hold |
1,825
| – | – | 0.11% | 120 |
|
2021
Q1 | $247K | Buy |
1,825
+125
| +7% | +$16.9K | 0.13% | 108 |
|
2020
Q4 | $236K | Buy |
+1,700
| New | +$236K | 0.13% | 94 |
|