Paces Ferry Wealth Advisors’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 | $307K | Buy |
1,926
+9
| +0.5% | +$1.43K | 0.14% | 90 |
|
|
2025
Q1 | $327K | Sell |
1,917
-2
| -0.1% | -$341 | 0.16% | 87 |
|
|
2024
Q4 | $322K | Sell |
1,919
-70
| -4% | -$11.7K | 0.16% | 86 |
|
|
2024
Q3 | $345K | Sell |
1,989
-402
| -17% | -$69.6K | 0.2% | 81 |
|
|
2024
Q2 | $394K | Buy |
2,391
+367
| +18% | +$60.5K | 0.24% | 72 |
|
|
2024
Q1 | $328K | Sell |
2,024
-75
| -4% | -$12.2K | 0.21% | 78 |
|
|
2023
Q4 | $308K | Sell |
2,099
-8
| -0.4% | -$1.17K | 0.21% | 85 |
|
|
2023
Q3 | $307K | Sell |
2,107
-13
| -0.6% | -$1.9K | 0.24% | 76 |
|
|
2023
Q2 | $322K | Buy |
2,120
+4
| +0.2% | +$607 | 0.24% | 78 |
|
|
2023
Q1 | $315K | Buy |
2,116
+110
| +5% | +$16.4K | 0.25% | 83 |
|
|
2022
Q4 | $304K | Sell |
2,006
-392
| -16% | -$59.4K | 0.3% | 77 |
|
|
2022
Q3 | $303K | Sell |
2,398
-32
| -1% | -$4.04K | 0.33% | 70 |
|
|
2022
Q2 | $349K | Buy |
2,430
+111
| +5% | +$15.9K | 0.34% | 65 |
|
|
2022
Q1 | $354K | Sell |
2,319
-766
| -25% | -$117K | 0.28% | 77 |
|
|
2021
Q4 | $505K | Sell |
3,085
-511
| -14% | -$83.6K | 0.36% | 57 |
|
|
2021
Q3 | $503K | Sell |
3,596
-64
| -2% | -$8.95K | 0.4% | 62 |
|
|
2021
Q2 | $494K | Buy |
3,660
+11
| +0.3% | +$1.49K | 0.38% | 63 |
|
|
2021
Q1 | $494K | Buy |
3,649
+217
| +6% | +$29.4K | 0.43% | 54 |
|
|
2020
Q4 | $478K | Sell |
3,432
-60
| -2% | -$8.36K | 0.44% | 57 |
|
|
2020
Q3 | $485K | Buy |
+3,492
| New | +$485K | 0.42% | 52 |
|