PWPS
Pinnacle Wealth Planning Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
15,029
-979
| -6% | -$156K | 0.31% | 40 |
|
|
2025
Q1 | $2.73M | Buy |
16,008
+425
| +3% | +$72.4K | 0.41% | 34 |
|
|
2024
Q4 | $2.61M | Sell |
15,583
-6,203
| -28% | -$1.04M | 0.39% | 37 |
|
|
2024
Q3 | $3.77M | Buy |
21,786
+3,739
| +21% | +$648K | 0.51% | 32 |
|
|
2024
Q2 | $2.98M | Buy |
18,047
+146
| +0.8% | +$24.1K | 0.43% | 37 |
|
|
2024
Q1 | $2.9M | Sell |
17,901
-380
| -2% | -$61.7K | 0.43% | 37 |
|
|
2023
Q4 | $2.68M | Sell |
18,281
-312
| -2% | -$45.7K | 0.42% | 38 |
|
|
2023
Q3 | $2.71M | Sell |
18,593
-188
| -1% | -$27.4K | 0.45% | 36 |
|
|
2023
Q2 | $2.85M | Sell |
18,781
-533
| -3% | -$80.9K | 0.46% | 36 |
|
|
2023
Q1 | $2.87M | Buy |
19,314
+415
| +2% | +$61.7K | 0.48% | 39 |
|
|
2022
Q4 | $2.86M | Buy |
18,899
+5,369
| +40% | +$814K | 0.51% | 38 |
|
|
2022
Q3 | $1.71M | Sell |
13,530
-2,386
| -15% | -$301K | 0.32% | 53 |
|
|
2022
Q2 | $2.29M | Buy |
15,916
+200
| +1% | +$28.8K | 0.41% | 43 |
|
|
2022
Q1 | $2.4M | Buy |
15,716
+1,590
| +11% | +$243K | 0.44% | 40 |
|
|
2021
Q4 | $2.31M | Buy |
14,126
+1,654
| +13% | +$271K | 0.45% | 41 |
|
|
2021
Q3 | $1.74M | Buy |
12,472
+236
| +2% | +$33K | 0.39% | 53 |
|
|
2021
Q2 | $1.65M | Buy |
12,236
+876
| +8% | +$118K | 0.38% | 50 |
|
|
2021
Q1 | $1.54M | Sell |
11,360
-519
| -4% | -$70.3K | 0.39% | 50 |
|
|
2020
Q4 | $1.65M | Buy |
11,879
+521
| +5% | +$72.5K | 0.39% | 41 |
|
|
2020
Q3 | $1.58M | Sell |
11,358
-1,172
| -9% | -$163K | 0.52% | 33 |
|
|
2020
Q2 | $1.5M | Sell |
12,530
-1,481
| -11% | -$177K | 0.49% | 39 |
|
|
2020
Q1 | $1.54M | Buy |
14,011
+1,849
| +15% | +$203K | 0.73% | 28 |
|
|
2019
Q4 | $1.52M | Buy |
12,162
+1,387
| +13% | +$173K | 0.71% | 26 |
|
|
2019
Q3 | $1.34M | Buy |
10,775
+1,946
| +22% | +$242K | 0.73% | 24 |
|
|
2019
Q2 | $968K | Buy |
8,829
+720
| +9% | +$78.9K | 0.58% | 29 |
|
|
2019
Q1 | $844K | Sell |
8,109
-1,500
| -16% | -$156K | 0.57% | 33 |
|
|
2018
Q4 | $884K | Buy |
9,609
+336
| +4% | +$30.9K | 0.57% | 35 |
|
|
2018
Q3 | $772K | Buy |
9,273
+554
| +6% | +$46.1K | 0.71% | 37 |
|
|
2018
Q2 | $681K | Buy |
8,719
+586
| +7% | +$45.8K | 0.66% | 43 |
|
|
2018
Q1 | $645K | Buy |
8,133
+4,919
| +153% | +$390K | 0.66% | 47 |
|
|
2017
Q4 | $296K | Buy |
+3,214
| New | +$296K | 0.6% | 33 |
|