Schwarz Dygos Wheeler Investment 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 | $1.83M | Buy |
11,455
+14
| +0.1% | +$2.23K | 0.42% | 49 |
|
|
2025
Q1 | $1.95M | Sell |
11,441
-41
| -0.4% | -$6.99K | 0.46% | 46 |
|
|
2024
Q4 | $1.93M | Buy |
11,482
+33
| +0.3% | +$5.53K | 0.47% | 46 |
|
|
2024
Q3 | $1.98M | Sell |
11,449
-87
| -0.8% | -$15.1K | 0.49% | 46 |
|
|
2024
Q2 | $1.9M | Sell |
11,536
-231
| -2% | -$38.1K | 0.51% | 42 |
|
|
2024
Q1 | $1.91M | Buy |
11,767
+28
| +0.2% | +$4.54K | 0.53% | 44 |
|
|
2023
Q4 | $1.72M | Sell |
11,739
-93
| -0.8% | -$13.6K | 0.53% | 43 |
|
|
2023
Q3 | $1.73M | Sell |
11,832
-508
| -4% | -$74.1K | 0.58% | 40 |
|
|
2023
Q2 | $1.87M | Buy |
12,340
+314
| +3% | +$47.6K | 0.62% | 38 |
|
|
2023
Q1 | $1.79M | Buy |
12,026
+2,142
| +22% | +$319K | 0.65% | 38 |
|
|
2022
Q4 | $1.5M | Buy |
9,884
+169
| +2% | +$25.6K | 0.59% | 40 |
|
|
2022
Q3 | $1.23M | Sell |
9,715
-191
| -2% | -$24.1K | 0.54% | 42 |
|
|
2022
Q2 | $1.42M | Sell |
9,906
-194
| -2% | -$27.9K | 0.57% | 42 |
|
|
2022
Q1 | $1.54M | Sell |
10,100
-150
| -1% | -$22.9K | 0.52% | 45 |
|
|
2021
Q4 | $1.68M | Sell |
10,250
-208
| -2% | -$34K | 0.57% | 43 |
|
|
2021
Q3 | $1.46M | Sell |
10,458
-202
| -2% | -$28.2K | 0.53% | 45 |
|
|
2021
Q2 | $1.44M | Buy |
10,660
+34
| +0.3% | +$4.59K | 0.52% | 48 |
|
|
2021
Q1 | $1.44M | Buy |
10,626
+246
| +2% | +$33.3K | 0.59% | 40 |
|
|
2020
Q4 | $1.44M | Buy |
10,380
+63
| +0.6% | +$8.76K | 0.69% | 36 |
|
|
2020
Q3 | $1.43M | Buy |
10,317
+227
| +2% | +$31.6K | 0.81% | 31 |
|
|
2020
Q2 | $1.25M | Hold |
10,090
| – | – | 0.82% | 32 |
|
|
2020
Q1 | $1.11M | Hold |
10,090
| – | – | 0.94% | 26 |
|
|
2019
Q4 | $1.26M | Buy |
10,090
+421
| +4% | +$52.6K | 0.86% | 33 |
|
|
2019
Q3 | $1.2M | Buy |
9,669
+124
| +1% | +$15.4K | 0.95% | 28 |
|
|
2019
Q2 | $1.05M | Hold |
9,545
| – | – | 0.86% | 34 |
|
|
2019
Q1 | $993K | Sell |
9,545
-2,445
| -20% | -$254K | 0.85% | 33 |
|
|
2018
Q4 | $1.1M | Buy |
+11,990
| New | +$1.1M | 1.19% | 24 |
|