River 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
Q2 | $2M | Sell |
12,524
-240
| -2% | -$38.2K | 0.25% | 81 |
|
|
2025
Q1 | $2.18M | Sell |
12,764
-1,258
| -9% | -$214K | 0.3% | 72 |
|
|
2024
Q4 | $2.35M | Sell |
14,022
-675
| -5% | -$113K | 0.31% | 72 |
|
|
2024
Q3 | $2.55M | Sell |
14,697
-94
| -0.6% | -$16.3K | 0.34% | 74 |
|
|
2024
Q2 | $2.44M | Buy |
14,791
+44
| +0.3% | +$7.26K | 0.35% | 71 |
|
|
2024
Q1 | $2.39M | Buy |
14,747
+1,085
| +8% | +$176K | 0.35% | 74 |
|
|
2023
Q4 | $2M | Sell |
13,662
-117
| -0.8% | -$17.1K | 0.32% | 78 |
|
|
2023
Q3 | $2.01M | Sell |
13,779
-821
| -6% | -$120K | 0.36% | 73 |
|
|
2023
Q2 | $2.22M | Sell |
14,600
-394
| -3% | -$59.8K | 0.38% | 74 |
|
|
2023
Q1 | $2.23M | Buy |
14,994
+203
| +1% | +$30.2K | 0.41% | 74 |
|
|
2022
Q4 | $2.24M | Buy |
14,791
+1,433
| +11% | +$217K | 0.43% | 70 |
|
|
2022
Q3 | $1.69M | Sell |
13,358
-210
| -2% | -$26.5K | 0.36% | 74 |
|
|
2022
Q2 | $1.95M | Buy |
13,568
+4,821
| +55% | +$693K | 0.36% | 77 |
|
|
2022
Q1 | $1.34M | Buy |
8,747
+443
| +5% | +$67.7K | 0.21% | 98 |
|
|
2021
Q4 | $1.36M | Buy |
8,304
+199
| +2% | +$32.5K | 0.21% | 100 |
|
|
2021
Q3 | $1.13M | Sell |
8,105
-103
| -1% | -$14.4K | 0.19% | 103 |
|
|
2021
Q2 | $1.11M | Buy |
8,208
+36
| +0.4% | +$4.86K | 0.19% | 104 |
|
|
2021
Q1 | $1.11M | Sell |
8,172
-430
| -5% | -$58.2K | 0.21% | 101 |
|
|
2020
Q4 | $1.2M | Buy |
8,602
+192
| +2% | +$26.7K | 0.26% | 93 |
|
|
2020
Q3 | $1.17M | Buy |
8,410
+697
| +9% | +$96.9K | 0.31% | 87 |
|
|
2020
Q2 | $922K | Sell |
7,713
-131
| -2% | -$15.7K | 0.28% | 95 |
|
|
2020
Q1 | $863K | Buy |
7,844
+190
| +2% | +$20.9K | 0.34% | 80 |
|
|
2019
Q4 | $956K | Buy |
7,654
+713
| +10% | +$89.1K | 0.32% | 83 |
|
|
2019
Q3 | $863K | Sell |
6,941
-196
| -3% | -$24.4K | 0.33% | 83 |
|
|
2019
Q2 | $783K | Sell |
7,137
-46
| -0.6% | -$5.05K | 0.31% | 87 |
|
|
2019
Q1 | $747K | Buy |
7,183
+237
| +3% | +$24.6K | 0.31% | 87 |
|
|
2018
Q4 | $638K | Sell |
6,946
-1,564
| -18% | -$144K | 0.28% | 90 |
|
|
2018
Q3 | $708K | Sell |
8,510
-1,002
| -11% | -$83.4K | 0.26% | 97 |
|
|
2018
Q2 | $743K | Sell |
9,512
-1,010
| -10% | -$78.9K | 0.29% | 97 |
|
|
2018
Q1 | $834K | Sell |
10,522
-694
| -6% | -$55K | 0.35% | 93 |
|
|
2017
Q4 | $1.03M | Sell |
11,216
-36
| -0.3% | -$3.31K | 0.43% | 82 |
|
|
2017
Q3 | $1.02M | Buy |
11,252
+1,134
| +11% | +$103K | 0.46% | 80 |
|
|
2017
Q2 | $882K | Buy |
10,118
+354
| +4% | +$30.9K | 0.41% | 84 |
|
|
2017
Q1 | $877K | Sell |
9,764
-206
| -2% | -$18.5K | 0.43% | 83 |
|
|
2016
Q4 | $838K | Sell |
9,970
-561
| -5% | -$47.2K | 0.42% | 83 |
|
|
2016
Q3 | $945K | Sell |
10,531
-76
| -0.7% | -$6.82K | 0.52% | 70 |
|
|
2016
Q2 | $898K | Sell |
10,607
-13
| -0.1% | -$1.1K | 0.52% | 71 |
|
|
2016
Q1 | $874K | Buy |
10,620
+139
| +1% | +$11.4K | 0.52% | 70 |
|
|
2015
Q4 | $832K | Sell |
10,481
-681
| -6% | -$54.1K | 0.53% | 67 |
|
|
2015
Q3 | $803K | Sell |
11,162
-207
| -2% | -$14.9K | 0.55% | 66 |
|
|
2015
Q2 | $889K | Buy |
11,369
+169
| +2% | +$13.2K | 0.57% | 67 |
|
|
2015
Q1 | $918K | Buy |
+11,200
| New | +$918K | 0.57% | 65 |
|