Schneider Downs Wealth Management 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
Q2 | $240K | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $255K | Buy |
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