PWP
Principle Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
73,203
+137
| +0.2% | +$21.8K | 0.73% | 31 |
|
|
2025
Q1 | $12.5M | Sell |
73,066
-1,126
| -2% | -$192K | 0.89% | 28 |
|
|
2024
Q4 | $12.4M | Sell |
74,192
-834
| -1% | -$140K | 0.87% | 27 |
|
|
2024
Q3 | $13M | Sell |
75,026
-332
| -0.4% | -$57.5K | 0.92% | 27 |
|
|
2024
Q2 | $12.4M | Sell |
75,358
-495
| -0.7% | -$81.6K | 0.95% | 24 |
|
|
2024
Q1 | $12.3M | Buy |
75,853
+630
| +0.8% | +$102K | 0.96% | 24 |
|
|
2023
Q4 | $11M | Sell |
75,223
-215
| -0.3% | -$31.5K | 0.95% | 23 |
|
|
2023
Q3 | $11M | Sell |
75,438
-722
| -0.9% | -$105K | 1.11% | 22 |
|
|
2023
Q2 | $11.6M | Sell |
76,160
-251
| -0.3% | -$38.1K | 1.16% | 20 |
|
|
2023
Q1 | $11.4M | Buy |
76,411
+793
| +1% | +$118K | 1.21% | 18 |
|
|
2022
Q4 | $11.5M | Sell |
75,618
-460
| -0.6% | -$69.7K | 1.3% | 16 |
|
|
2022
Q3 | $9.61K | Buy |
76,078
+1,255
| +2% | +$158 | 0.91% | 18 |
|
|
2022
Q2 | $10.8M | Sell |
74,823
-1,175
| -2% | -$169K | 1.29% | 15 |
|
|
2022
Q1 | $11.6M | Sell |
75,998
-887
| -1% | -$136K | 1.22% | 15 |
|
|
2021
Q4 | $12.6M | Sell |
76,885
-565
| -0.7% | -$92.4K | 1.32% | 15 |
|
|
2021
Q3 | $10.8M | Buy |
77,450
+521
| +0.7% | +$72.8K | 1.25% | 17 |
|
|
2021
Q2 | $10.4M | Sell |
76,929
-1,852
| -2% | -$250K | 1.18% | 18 |
|
|
2021
Q1 | $10.7M | Buy |
78,781
+6,720
| +9% | +$910K | 1.25% | 17 |
|
|
2020
Q4 | $10M | Buy |
72,061
+52,591
| +270% | +$7.32M | 1.32% | 15 |
|
|
2020
Q3 | $2.71M | Sell |
19,470
-307
| -2% | -$42.7K | 0.75% | 24 |
|
|
2020
Q2 | $2.36M | Hold |
19,777
| – | – | 0.69% | 24 |
|
|
2020
Q1 | $2.18M | Sell |
19,777
-52
| -0.3% | -$5.72K | 0.82% | 23 |
|
|
2019
Q4 | $2.48M | Sell |
19,829
-896
| -4% | -$112K | 0.79% | 32 |
|
|
2019
Q3 | $2.58M | Buy |
20,725
+2,705
| +15% | +$336K | 0.89% | 31 |
|
|
2019
Q2 | $1.98M | Buy |
18,020
+3,001
| +20% | +$329K | 1.02% | 25 |
|
|
2019
Q1 | $1.56M | Buy |
15,019
+3,102
| +26% | +$323K | 0.89% | 30 |
|
|
2018
Q4 | $1.1M | Buy |
+11,917
| New | +$1.1M | 0.92% | 34 |
|