San Luis 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 | $317K | Hold |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2020
Q4 | $710K | Buy |
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