REDW Wealth’s Procter & Gamble PG Stock Holding History

REDW Wealth’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Sell	2,375 -56	-2%	-$8.92K	0.15%	68
2025 Q1	$414K	Buy	2,431 +241	+11%	+$41.1K	0.15%	62
2024 Q4	$367K	Sell	2,190 -2,427	-53%	-$407K	0.13%	68
2024 Q3	$800K	Sell	4,617 -30	-0.6%	-$5.2K	0.2%	64
2024 Q2	$766K	Sell	4,647 -25	-0.5%	-$4.12K	0.2%	64
2024 Q1	$758K	Buy	4,672 +30	+0.6%	+$4.87K	0.2%	66
2023 Q4	$680K	Sell	4,642 -24	-0.5%	-$3.52K	0.2%	67
2023 Q3	$681K	Sell	4,666 -456	-9%	-$66.5K	0.21%	64
2023 Q2	$777K	Buy	5,122 +24	+0.5%	+$3.64K	0.23%	60
2023 Q1	$758K	Buy	5,098 +766	+18%	+$114K	0.24%	60
2022 Q4	$657K	Sell	4,332 -200	-4%	-$30.3K	0.23%	58
2022 Q3	$572K	Hold	4,532	–	–	0.22%	59
2022 Q2	$652K	Hold	4,532	–	–	0.24%	50
2022 Q1	$692K	Hold	4,532	–	–	0.21%	49
2021 Q4	$741K	Sell	4,532 -161	-3%	-$26.3K	0.22%	45
2021 Q3	$656K	Hold	4,693	–	–	0.21%	48
2021 Q2	$633K	Hold	4,693	–	–	0.2%	53
2021 Q1	$636K	Hold	4,693	–	–	0.21%	47
2020 Q4	$653K	Sell	4,693 -267	-5%	-$37.2K	0.24%	39
2020 Q3	$689K	Sell	4,960 -701	-12%	-$97.4K	0.29%	31
2020 Q2	$677K	Buy	5,661 +10	+0.2%	+$1.2K	0.34%	31
2020 Q1	$622K	Buy	5,651 +60	+1%	+$6.6K	0.39%	30
2019 Q4	$698K	Buy	5,591 +100	+2%	+$12.5K	0.39%	30
2019 Q3	$683K	Sell	5,491 -234	-4%	-$29.1K	0.4%	31
2019 Q2	$628K	Sell	5,725 -169	-3%	-$18.5K	0.38%	30
2019 Q1	$613K	Buy	5,894 +2	+0%	+$208	0.38%	29
2018 Q4	$542K	Buy	5,892 +2	+0%	+$184	0.37%	29
2018 Q3	$490K	Sell	5,890 -908	-13%	-$75.5K	0.32%	35
2018 Q2	$531K	Sell	6,798 -433	-6%	-$33.8K	0.38%	30
2018 Q1	$573K	Buy	7,231 +6	+0.1%	+$475	0.43%	26
2017 Q4	$664K	Sell	7,225 -684	-9%	-$62.9K	0.52%	22
2017 Q3	$720K	Buy	7,909 +854	+12%	+$77.7K	0.6%	19
2017 Q2	$615K	Sell	7,055 -1,285	-15%	-$112K	0.6%	22
2017 Q1	$749K	Sell	8,340 -1,021	-11%	-$91.7K	0.76%	17
2016 Q4	$787K	Buy	+9,361	New	+$787K	0.89%	17