ShankerValleau 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 | $293K | Hold |
1,841
| – | – | 0.08% | 32 |
|
|
2025
Q1 | $314K | Hold |
1,841
| – | – | 0.1% | 29 |
|
|
2024
Q4 | $309K | Buy |
1,841
+375
| +26% | +$62.9K | 0.1% | 28 |
|
|
2024
Q3 | $254K | Hold |
1,466
| – | – | 0.09% | 25 |
|
|
2024
Q2 | $242K | Buy |
1,466
+97
| +7% | +$16K | 0.1% | 23 |
|
|
2024
Q1 | $222K | Hold |
1,369
| – | – | 0.1% | 23 |
|
|
2023
Q4 | $201K | Buy |
+1,369
| New | +$201K | 0.1% | 22 |
|
|
2023
Q3 | – | Sell |
-1,369
| Closed | -$208K | – | 25 |
|
|
2023
Q2 | $208K | Hold |
1,369
| – | – | 0.11% | 23 |
|
|
2023
Q1 | $204K | Hold |
1,369
| – | – | 0.12% | 20 |
|
|
2022
Q4 | $207K | Buy |
+1,369
| New | +$207K | 0.13% | 20 |
|
|
2022
Q2 | – | Sell |
-1,369
| Closed | -$209K | – | 19 |
|
|
2022
Q1 | $209K | Hold |
1,369
| – | – | 0.13% | 16 |
|
|
2021
Q4 | $224K | Buy |
+1,369
| New | +$224K | 0.13% | 14 |
|