Sax 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 | $1.13M | Buy |
7,106
+1,513
| +27% | +$241K | 0.07% | 164 |
|
|
2025
Q1 | $953K | Buy |
5,593
+605
| +12% | +$103K | 0.07% | 146 |
|
|
2024
Q4 | $836K | Buy |
4,988
+14
| +0.3% | +$2.35K | 0.07% | 138 |
|
|
2024
Q3 | $861K | Buy |
4,974
+241
| +5% | +$41.7K | 0.08% | 104 |
|
|
2024
Q2 | $781K | Buy |
4,733
+289
| +7% | +$47.7K | 0.07% | 107 |
|
|
2024
Q1 | $721K | Buy |
4,444
+671
| +18% | +$109K | 0.08% | 93 |
|
|
2023
Q4 | $553K | Buy |
3,773
+643
| +21% | +$94.2K | 0.09% | 111 |
|
|
2023
Q3 | $457K | Sell |
3,130
-170
| -5% | -$24.8K | 0.09% | 117 |
|
|
2023
Q2 | $501K | Sell |
3,300
-53
| -2% | -$8.04K | 0.1% | 111 |
|
|
2023
Q1 | $499K | Hold |
3,353
| – | – | 0.11% | 109 |
|
|
2022
Q4 | $508K | Sell |
3,353
-967
| -22% | -$147K | 0.12% | 102 |
|
|
2022
Q3 | $545K | Sell |
4,320
-120
| -3% | -$15.1K | 0.14% | 89 |
|
|
2022
Q2 | $638K | Buy |
4,440
+28
| +0.6% | +$4.02K | 0.16% | 84 |
|
|
2022
Q1 | $674K | Hold |
4,412
| – | – | 0.16% | 82 |
|
|
2021
Q4 | $722K | Buy |
4,412
+1,362
| +45% | +$223K | 0.15% | 86 |
|
|
2021
Q3 | $426K | Buy |
3,050
+1
| +0% | +$140 | 0.1% | 107 |
|
|
2021
Q2 | $411K | Buy |
3,049
+1
| +0% | +$135 | 0.14% | 104 |
|
|
2021
Q1 | $413K | Buy |
3,048
+5
| +0.2% | +$677 | 0.15% | 94 |
|
|
2020
Q4 | $423K | Buy |
+3,043
| New | +$423K | 0.19% | 82 |
|