Phoenix 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 | $989K | Buy |
6,209
+1
| +0% | +$159 | 0.41% | 53 |
|
|
2025
Q1 | $1.06M | Sell |
6,208
-599
| -9% | -$102K | 0.46% | 46 |
|
|
2024
Q4 | $1.14M | Buy |
6,807
+55
| +0.8% | +$9.22K | 0.49% | 43 |
|
|
2024
Q3 | $1.17M | Sell |
6,752
-202
| -3% | -$35K | 0.54% | 46 |
|
|
2024
Q2 | $1.15M | Buy |
6,954
+326
| +5% | +$53.8K | 0.58% | 45 |
|
|
2024
Q1 | $1.08M | Sell |
6,628
-14
| -0.2% | -$2.27K | 0.66% | 40 |
|
|
2023
Q4 | $988K | Sell |
6,642
-26
| -0.4% | -$3.87K | 0.69% | 37 |
|
|
2023
Q3 | $973K | Buy |
6,668
+61
| +0.9% | +$8.9K | 0.57% | 37 |
|
|
2023
Q2 | $1M | Sell |
6,607
-33
| -0.5% | -$5.01K | 0.58% | 37 |
|
|
2023
Q1 | $987K | Sell |
6,640
-12,613
| -66% | -$1.88M | 0.61% | 34 |
|
|
2022
Q4 | $2.92M | Sell |
19,253
-412
| -2% | -$62.4K | 1.75% | 16 |
|
|
2022
Q3 | $2.48M | Sell |
19,665
-673
| -3% | -$85K | 2.48% | 12 |
|
|
2022
Q2 | $2.92M | Buy |
20,338
+35
| +0.2% | +$5.03K | 2.88% | 5 |
|
|
2022
Q1 | $3.18M | Sell |
20,303
-488
| -2% | -$76.5K | 3.29% | 7 |
|
|
2021
Q4 | $3.4M | Sell |
20,791
-1,058
| -5% | -$173K | 2.57% | 6 |
|
|
2021
Q3 | $3.05M | Buy |
21,849
+164
| +0.8% | +$22.9K | 2.28% | 9 |
|
|
2021
Q2 | $2.95M | Buy |
21,685
+831
| +4% | +$113K | 2.13% | 8 |
|
|
2021
Q1 | $2.8M | Buy |
20,854
+573
| +3% | +$76.9K | 2.18% | 9 |
|
|
2020
Q4 | $2.82M | Buy |
+20,281
| New | +$2.82M | 2.14% | 7 |
|