Roberts Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.27M | Sell |
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|
2025
Q2 | $4.49M | Buy |
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|
2025
Q1 | $4.79M | Sell |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $4.55M | Buy |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.11M | Buy |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $4.06M | Buy |
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|
2022
Q4 | $4.03M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.63M | Buy |
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|
2022
Q1 | $3.8M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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|
2021
Q3 | $3.35M | Buy |
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