Pacific Wealth Strategies Group’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 | – | Sell |
-9,920
| Closed | -$1.69M | – | 64 |
|
|
2025
Q1 | $1.69M | Buy |
9,920
+192
| +2% | +$32.7K | 1.26% | 20 |
|
|
2024
Q4 | $1.63M | Buy |
9,728
+68
| +0.7% | +$11.4K | 1.13% | 20 |
|
|
2024
Q3 | $1.67M | Buy |
9,660
+360
| +4% | +$62.4K | 1.24% | 21 |
|
|
2024
Q2 | $1.53M | Buy |
9,300
+213
| +2% | +$35.1K | 1.27% | 21 |
|
|
2024
Q1 | $1.47M | Buy |
9,087
+319
| +4% | +$51.8K | 1.23% | 21 |
|
|
2023
Q4 | $1.28M | Sell |
8,768
-70
| -0.8% | -$10.3K | 1.23% | 24 |
|
|
2023
Q3 | $1.29M | Buy |
8,838
+2,193
| +33% | +$320K | 1.36% | 22 |
|
|
2023
Q2 | $1.01M | Sell |
6,645
-44
| -0.7% | -$6.68K | 1.03% | 25 |
|
|
2023
Q1 | $995K | Buy |
6,689
+763
| +13% | +$113K | 1.14% | 26 |
|
|
2022
Q4 | $898K | Buy |
5,926
+44
| +0.7% | +$6.67K | 1.2% | 24 |
|
|
2022
Q3 | $743K | Buy |
5,882
+225
| +4% | +$28.4K | 1.04% | 30 |
|
|
2022
Q2 | $813K | Sell |
5,657
-7,420
| -57% | -$1.07M | 1.05% | 30 |
|
|
2022
Q1 | $2M | Sell |
13,077
-5,256
| -29% | -$803K | 0.84% | 27 |
|
|
2021
Q4 | $3M | Buy |
18,333
+215
| +1% | +$35.2K | 1.04% | 29 |
|
|
2021
Q3 | $2.53M | Buy |
18,118
+719
| +4% | +$101K | 0.94% | 36 |
|
|
2021
Q2 | $2.35M | Buy |
17,399
+20
| +0.1% | +$2.7K | 0.9% | 36 |
|
|
2021
Q1 | $2.35M | Buy |
17,379
+1,717
| +11% | +$233K | 0.99% | 34 |
|
|
2020
Q4 | $2.17M | Buy |
15,662
+319
| +2% | +$44.3K | 0.94% | 36 |
|
|
2020
Q3 | $2.13M | Buy |
15,343
+1,126
| +8% | +$157K | 1.12% | 29 |
|
|
2020
Q2 | $1.7M | Buy |
14,217
+832
| +6% | +$99.5K | 0.94% | 36 |
|
|
2020
Q1 | $1.47M | Buy |
13,385
+485
| +4% | +$53.3K | 1% | 36 |
|
|
2019
Q4 | $1.61M | Sell |
12,900
-232
| -2% | -$29K | 0.89% | 40 |
|
|
2019
Q3 | $1.63M | Buy |
13,132
+593
| +5% | +$73.7K | 1.01% | 36 |
|
|
2019
Q2 | $1.38M | Buy |
12,539
+15
| +0.1% | +$1.65K | 0.86% | 43 |
|
|
2019
Q1 | $1.3M | Sell |
12,524
-59
| -0.5% | -$6.14K | 0.84% | 45 |
|
|
2018
Q4 | $1.16M | Buy |
12,583
+533
| +4% | +$49K | 0.83% | 45 |
|
|
2018
Q3 | $1M | Buy |
12,050
+1,492
| +14% | +$124K | 0.64% | 52 |
|
|
2018
Q2 | $824K | Sell |
10,558
-2,156
| -17% | -$168K | 0.57% | 55 |
|
|
2018
Q1 | $1.01M | Buy |
12,714
+7,913
| +165% | +$627K | 0.72% | 50 |
|
|
2017
Q4 | $441K | Hold |
4,801
| – | – | 0.31% | 69 |
|
|
2017
Q3 | $437K | Buy |
4,801
+70
| +1% | +$6.37K | 0.34% | 61 |
|
|
2017
Q2 | $412K | Buy |
4,731
+707
| +18% | +$61.6K | 0.35% | 60 |
|
|
2017
Q1 | $362K | Buy |
+4,024
| New | +$362K | 0.31% | 62 |
|