PCG 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 | $322K | Buy |
2,019
+84
| +4% | +$13.4K | 0.16% | 69 |
|
2025
Q1 | $330K | Buy |
1,935
+6
| +0.3% | +$1.02K | 0.12% | 105 |
|
2024
Q4 | $323K | Buy |
1,929
+7
| +0.4% | +$1.17K | 0.12% | 101 |
|
2024
Q3 | $333K | Buy |
1,922
+6
| +0.3% | +$1.04K | 0.13% | 94 |
|
2024
Q2 | $316K | Buy |
1,916
+323
| +20% | +$53.3K | 0.14% | 91 |
|
2024
Q1 | $258K | Buy |
+1,593
| New | +$258K | 0.12% | 95 |
|
2023
Q4 | – | Sell |
-1,715
| Closed | -$250K | – | 110 |
|
2023
Q3 | $250K | Buy |
1,715
+17
| +1% | +$2.48K | 0.16% | 83 |
|
2023
Q2 | $258K | Buy |
1,698
+86
| +5% | +$13.1K | 0.16% | 86 |
|
2023
Q1 | $240K | Sell |
1,612
-7
| -0.4% | -$1.04K | 0.15% | 92 |
|
2022
Q4 | $245K | Sell |
1,619
-3,974
| -71% | -$603K | 0.16% | 89 |
|
2022
Q3 | $707K | Buy |
5,593
+2,782
| +99% | +$352K | 0.25% | 63 |
|
2022
Q2 | $404K | Buy |
2,811
+3
| +0.1% | +$431 | 0.29% | 57 |
|
2022
Q1 | $429K | Buy |
2,808
+398
| +17% | +$60.8K | 0.27% | 54 |
|
2021
Q4 | $394K | Buy |
+2,410
| New | +$394K | 0.27% | 54 |
|