ShankerValleau 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 | $283K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $224K | Buy |
|