Roberts 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 | $4.49M | Buy |
28,194
+66
| +0.2% | +$10.5K | 1.29% | 26 |
|
|
2025
Q1 | $4.79M | Sell |
28,128
-506
| -2% | -$86.2K | 1.48% | 23 |
|
|
2024
Q4 | $4.57M | Buy |
28,634
+1,564
| +6% | +$250K | 1.39% | 24 |
|
|
2024
Q3 | $4.55M | Buy |
27,070
+809
| +3% | +$136K | 1.47% | 21 |
|
|
2024
Q2 | $4.35M | Sell |
26,261
-181
| -0.7% | -$30K | 1.48% | 21 |
|
|
2024
Q1 | $4.11M | Buy |
26,442
+348
| +1% | +$54.1K | 1.54% | 22 |
|
|
2023
Q4 | $11.8M | Sell |
26,094
-139
| -0.5% | -$62.8K | 1.83% | 21 |
|
|
2023
Q3 | $3.83M | Sell |
26,233
-3
| -0% | -$438 | 1.68% | 17 |
|
|
2023
Q2 | $3.98M | Sell |
26,236
-798
| -3% | -$121K | 1.75% | 17 |
|
|
2023
Q1 | $4.06M | Buy |
27,034
+433
| +2% | +$65.1K | 1.86% | 15 |
|
|
2022
Q4 | $4.03M | Buy |
26,601
+1,292
| +5% | +$196K | 1.95% | 12 |
|
|
2022
Q3 | $3.2M | Buy |
25,309
+283
| +1% | +$35.8K | 1.57% | 21 |
|
|
2022
Q2 | $3.63M | Buy |
25,026
+533
| +2% | +$77.3K | 1.58% | 15 |
|
|
2022
Q1 | $3.8M | Buy |
24,493
+131
| +0.5% | +$20.3K | 1.49% | 21 |
|
|
2021
Q4 | $3.97M | Buy |
24,362
+428
| +2% | +$69.7K | 1.43% | 22 |
|
|
2021
Q3 | $3.35M | Buy |
+23,934
| New | +$3.35M | 1.32% | 25 |
|