Pacific Capital 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
Q1 | – | Sell |
-496
| Closed | -$83.2K | – | 295 |
|
|
2024
Q4 | $83.2K | Sell |
496
-13
| -3% | -$2.18K | 0.01% | 119 |
|
|
2024
Q3 | $88.2K | Sell |
509
-60
| -11% | -$10.4K | 0.01% | 115 |
|
|
2024
Q2 | $93.8K | Buy |
569
+297
| +109% | +$49K | 0.02% | 113 |
|
|
2024
Q1 | $44.1K | Buy |
272
+34
| +14% | +$5.52K | 0.01% | 145 |
|
|
2023
Q4 | $34.9K | Buy |
+238
| New | +$34.9K | 0.01% | 156 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$28K | – | 158 |
|
|
2020
Q3 | $28K | Buy |
+200
| New | +$28K | 0.02% | 130 |
|