Phoenix Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $950K | Sell |
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|
2025
Q2 | $989K | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.14M | Buy |
|
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.08M | Sell |
|
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|
2023
Q4 | $988K | Sell |
|
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|
2023
Q3 | $973K | Buy |
|
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|
2023
Q2 | $1M | Sell |
|
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|
2023
Q1 | $987K | Sell |
|
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.92M | Buy |
|
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|
2022
Q1 | $3.18M | Sell |
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|
2021
Q4 | $3.4M | Sell |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.82M | Buy |
|