Sax 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 | $1.1M | Buy |
|
|||||
|
2025
Q2 | $1.13M | Buy |
|
|||||
|
2025
Q1 | $953K | Buy |
|
|||||
|
2024
Q4 | $836K | Buy |
|
|||||
|
2024
Q3 | $861K | Buy |
|
|||||
|
2024
Q2 | $781K | Buy |
|
|||||
|
2024
Q1 | $721K | Buy |
|
|||||
|
2023
Q4 | $553K | Buy |
|
|||||
|
2023
Q3 | $457K | Sell |
|
|||||
|
2023
Q2 | $501K | Sell |
|
|||||
|
2023
Q1 | $499K | Hold |
|
|||||
|
2022
Q4 | $508K | Sell |
|
|||||
|
2022
Q3 | $545K | Sell |
|
|||||
|
2022
Q2 | $638K | Buy |
|
|||||
|
2022
Q1 | $674K | Hold |
|
|||||
|
2021
Q4 | $722K | Buy |
|
|||||
|
2021
Q3 | $426K | Buy |
|
|||||
|
2021
Q2 | $411K | Buy |
|
|||||
|
2021
Q1 | $413K | Buy |
|
|||||
|
2020
Q4 | $423K | Buy |
|