Primoris 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
Q1 | – | Sell |
-1,390
| Closed | -$233K | – | 101 |
|
|
2024
Q4 | $233K | Sell |
1,390
-101
| -7% | -$16.9K | 0.18% | 83 |
|
|
2024
Q3 | $302K | Sell |
1,491
-192
| -11% | -$38.8K | 0.22% | 84 |
|
|
2024
Q2 | $278K | Sell |
1,683
-1,113
| -40% | -$184K | 0.22% | 85 |
|
|
2024
Q1 | $454K | Buy |
2,796
+80
| +3% | +$13K | 0.36% | 64 |
|
|
2023
Q4 | $398K | Buy |
2,716
+495
| +22% | +$72.5K | 0.38% | 60 |
|
|
2023
Q3 | $324K | Sell |
2,221
-43
| -2% | -$6.27K | 0.39% | 54 |
|
|
2023
Q2 | $344K | Buy |
2,264
+7
| +0.3% | +$1.06K | 0.38% | 49 |
|
|
2023
Q1 | $336K | Buy |
2,257
+13
| +0.6% | +$1.93K | 0.41% | 48 |
|
|
2022
Q4 | $340K | Hold |
2,244
| – | – | 0.52% | 43 |
|
|
2022
Q3 | $283K | Sell |
2,244
-74
| -3% | -$9.33K | 0.5% | 46 |
|
|
2022
Q2 | $334K | Buy |
2,318
+94
| +4% | +$13.5K | 0.48% | 52 |
|
|
2022
Q1 | $340K | Hold |
2,224
| – | – | 0.32% | 52 |
|
|
2021
Q4 | $364K | Buy |
+2,224
| New | +$364K | 0.29% | 62 |
|