Ridgecrest Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Sell |
31,229
-154
| -0.5% | -$24.5K | 2.63% | 9 |
|
|
2025
Q1 | $5.35M | Sell |
31,383
-9
| -0% | -$1.53K | 2.8% | 11 |
|
|
2024
Q4 | $5.26M | Sell |
31,392
-1,210
| -4% | -$203K | 2.85% | 10 |
|
|
2024
Q3 | $5.65M | Buy |
32,602
+8
| +0% | +$1.39K | 2.94% | 11 |
|
|
2024
Q2 | $5.38M | Buy |
32,594
+267
| +0.8% | +$44K | 3.24% | 9 |
|
|
2024
Q1 | $5.25M | Hold |
32,327
| – | – | 3.12% | 10 |
|
|
2023
Q4 | $4.74M | Sell |
32,327
-4
| -0% | -$586 | 3.13% | 9 |
|
|
2023
Q3 | $4.72M | Sell |
32,331
-500
| -2% | -$72.9K | 3.31% | 10 |
|
|
2023
Q2 | $4.98M | Buy |
32,831
+198
| +0.6% | +$30K | 3.29% | 10 |
|
|
2023
Q1 | $4.85M | Sell |
32,633
-82
| -0.3% | -$12.2K | 3.46% | 8 |
|
|
2022
Q4 | $4.96M | Hold |
32,715
| – | – | 3.77% | 7 |
|
|
2022
Q3 | $4.13M | Buy |
32,715
+1,077
| +3% | +$136K | 3.37% | 7 |
|
|
2022
Q2 | $4.55M | Buy |
31,638
+229
| +0.7% | +$32.9K | 3.31% | 7 |
|
|
2022
Q1 | $4.8M | Sell |
31,409
-200
| -0.6% | -$30.6K | 3.05% | 8 |
|
|
2021
Q4 | $5.17M | Buy |
31,609
+1,250
| +4% | +$204K | 2.52% | 9 |
|
|
2021
Q3 | $4.24M | Buy |
30,359
+3,969
| +15% | +$555K | 2.31% | 13 |
|
|
2021
Q2 | $3.56M | Buy |
26,390
+2,075
| +9% | +$280K | 2.22% | 14 |
|
|
2021
Q1 | $3.29M | Buy |
+24,315
| New | +$3.29M | 3.14% | 6 |
|