RWP
RWA Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8M | Sell |
268,785
-3,942
| -1% | -$628K | 0.54% | 28 |
|
|
2025
Q1 | $46.5M | Buy |
272,727
+808
| +0.3% | +$138K | 0.59% | 26 |
|
|
2024
Q4 | $45.6M | Buy |
271,919
+16,384
| +6% | +$2.75M | 0.56% | 28 |
|
|
2024
Q3 | $44.3M | Buy |
255,535
+2,105
| +0.8% | +$365K | 0.55% | 26 |
|
|
2024
Q2 | $41.8M | Sell |
253,430
-8,437
| -3% | -$1.39M | 0.55% | 25 |
|
|
2024
Q1 | $42.5M | Sell |
261,867
-43,034
| -14% | -$6.98M | 0.57% | 27 |
|
|
2023
Q4 | $44.7M | Buy |
304,901
+205,696
| +207% | +$30.1M | 0.64% | 25 |
|
|
2023
Q3 | $14.5M | Buy |
99,205
+4,197
| +4% | +$612K | 0.32% | 31 |
|
|
2023
Q2 | $14.4M | Buy |
95,008
+24,212
| +34% | +$3.67M | 0.32% | 31 |
|
|
2023
Q1 | $10.5M | Buy |
70,796
+1,624
| +2% | +$241K | 0.25% | 37 |
|
|
2022
Q4 | $10.4M | Buy |
69,172
+1,863
| +3% | +$281K | 0.26% | 37 |
|
|
2022
Q3 | $8.5M | Buy |
67,309
+1,690
| +3% | +$213K | 0.6% | 34 |
|
|
2022
Q2 | $9.44M | Buy |
65,619
+2,009
| +3% | +$289K | 0.64% | 33 |
|
|
2022
Q1 | $9.72M | Buy |
63,610
+3,456
| +6% | +$528K | 0.63% | 38 |
|
|
2021
Q4 | $9.84M | Buy |
60,154
+1,793
| +3% | +$293K | 0.66% | 42 |
|
|
2021
Q3 | $8.16M | Buy |
58,361
+694
| +1% | +$97K | 0.61% | 46 |
|
|
2021
Q2 | $7.78M | Buy |
57,667
+37,381
| +184% | +$5.04M | 0.58% | 49 |
|
|
2021
Q1 | $2.75M | Buy |
20,286
+433
| +2% | +$58.6K | 0.22% | 85 |
|
|
2020
Q4 | $2.76M | Sell |
19,853
-1,844
| -8% | -$257K | 0.25% | 81 |
|
|
2020
Q3 | $3.02M | Buy |
21,697
+1,576
| +8% | +$219K | 0.32% | 69 |
|
|
2020
Q2 | $2.41M | Buy |
20,121
+1,319
| +7% | +$158K | 0.29% | 70 |
|
|
2020
Q1 | $2.07M | Buy |
18,802
+929
| +5% | +$102K | 0.29% | 68 |
|
|
2019
Q4 | $2.23M | Buy |
17,873
+2,984
| +20% | +$373K | 0.22% | 88 |
|
|
2019
Q3 | $1.85M | Buy |
14,889
+28
| +0.2% | +$3.48K | 0.2% | 94 |
|
|
2019
Q2 | $1.63M | Buy |
14,861
+1,303
| +10% | +$143K | 0.18% | 94 |
|
|
2019
Q1 | $1.41M | Buy |
13,558
+329
| +2% | +$34.2K | 0.16% | 100 |
|
|
2018
Q4 | $1.22M | Buy |
13,229
+129
| +1% | +$11.9K | 0.16% | 104 |
|
|
2018
Q3 | $1.09M | Sell |
13,100
-555
| -4% | -$46.2K | 0.12% | 112 |
|
|
2018
Q2 | $1.07M | Buy |
13,655
+1,444
| +12% | +$113K | 0.12% | 118 |
|
|
2018
Q1 | $968K | Sell |
12,211
-11,874
| -49% | -$941K | 0.12% | 113 |
|
|
2017
Q4 | $2.21M | Buy |
24,085
+4,547
| +23% | +$418K | 0.25% | 89 |
|
|
2017
Q3 | $1.78M | Buy |
19,538
+4,095
| +27% | +$373K | 0.2% | 95 |
|
|
2017
Q2 | $1.35M | Buy |
15,443
+809
| +6% | +$70.5K | 0.17% | 91 |
|
|
2017
Q1 | $1.32M | Buy |
+14,634
| New | +$1.32M | 0.17% | 91 |
|