SDWMA
Schneider Downs Wealth Management Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,506
-144
| -9% | -$22.9K | 0.04% | 132 |
|
|
2025
Q1 | $281K | Buy |
1,650
+110
| +7% | +$18.7K | 0.05% | 117 |
|
|
2024
Q4 | $258K | Sell |
1,540
-172
| -10% | -$28.8K | 0.05% | 120 |
|
|
2024
Q3 | $297K | Sell |
1,712
-1
| -0.1% | -$173 | 0.06% | 111 |
|
|
2024
Q2 | $283K | Sell |
1,713
-205
| -11% | -$33.8K | 0.06% | 103 |
|
|
2024
Q1 | $311K | Buy |
+1,918
| New | +$311K | 0.07% | 101 |
|
|
2022
Q4 | – | Sell |
-2,380
| Closed | -$300K | – | 144 |
|
|
2022
Q3 | $300K | Sell |
2,380
-207
| -8% | -$26.1K | 0.09% | 90 |
|
|
2022
Q2 | $372K | Buy |
2,587
+246
| +11% | +$35.4K | 0.1% | 84 |
|
|
2022
Q1 | $358K | Sell |
2,341
-300
| -11% | -$45.9K | 0.09% | 94 |
|
|
2021
Q4 | $432K | Sell |
2,641
-640
| -20% | -$105K | 0.1% | 90 |
|
|
2021
Q3 | $459K | Buy |
3,281
+662
| +25% | +$92.6K | 0.12% | 82 |
|
|
2021
Q2 | $353K | Buy |
2,619
+15
| +0.6% | +$2.02K | 0.09% | 88 |
|
|
2021
Q1 | $353K | Buy |
2,604
+859
| +49% | +$116K | 0.09% | 81 |
|
|
2020
Q4 | $243K | Sell |
1,745
-1,082
| -38% | -$151K | 0.07% | 81 |
|
|
2020
Q3 | $393K | Buy |
2,827
+505
| +22% | +$70.2K | 0.13% | 54 |
|
|
2020
Q2 | $278K | Hold |
2,322
| – | – | 0.1% | 70 |
|
|
2020
Q1 | $255K | Buy |
+2,322
| New | +$255K | 0.09% | 71 |
|