SW
SkyOak Wealth’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
26,906
-1
| -0% | -$159 | 0.86% | 31 |
|
|
2025
Q1 | $4.59M | Buy |
26,907
+1,195
| +5% | +$204K | 1% | 27 |
|
|
2024
Q4 | $4.31M | Sell |
25,712
-637
| -2% | -$107K | 0.92% | 31 |
|
|
2024
Q3 | $4.56M | Sell |
26,349
-72
| -0.3% | -$12.5K | 1.01% | 25 |
|
|
2024
Q2 | $4.36M | Sell |
26,421
-375
| -1% | -$61.8K | 1.02% | 26 |
|
|
2024
Q1 | $4.35M | Sell |
26,796
-180
| -0.7% | -$29.2K | 1.04% | 22 |
|
|
2023
Q4 | $3.95M | Sell |
26,976
-26
| -0.1% | -$3.81K | 1.03% | 24 |
|
|
2023
Q3 | $3.94M | Sell |
27,002
-309
| -1% | -$45.1K | 1.15% | 22 |
|
|
2023
Q2 | $4.14M | Sell |
27,311
-552
| -2% | -$83.8K | 1.17% | 20 |
|
|
2023
Q1 | $4.14M | Sell |
27,863
-112
| -0.4% | -$16.7K | 1.26% | 20 |
|
|
2022
Q4 | $4.24M | Sell |
27,975
-20
| -0.1% | -$3.03K | 1.43% | 17 |
|
|
2022
Q3 | $3.53M | Sell |
27,995
-400
| -1% | -$50.5K | 1.27% | 22 |
|
|
2022
Q2 | $4.08M | Sell |
28,395
-281
| -1% | -$40.4K | 1.39% | 16 |
|
|
2022
Q1 | $4.38M | Sell |
28,676
-84
| -0.3% | -$12.8K | 1.22% | 20 |
|
|
2021
Q4 | $4.71M | Sell |
28,760
-94
| -0.3% | -$15.4K | 1.2% | 23 |
|
|
2021
Q3 | $4.03M | Buy |
28,854
+105
| +0.4% | +$14.7K | 1.09% | 26 |
|
|
2021
Q2 | $3.88M | Sell |
28,749
-123
| -0.4% | -$16.6K | 1.04% | 27 |
|
|
2021
Q1 | $3.79M | Buy |
28,872
+90
| +0.3% | +$11.8K | 1.06% | 25 |
|
|
2020
Q4 | $4.01M | Buy |
28,782
+91
| +0.3% | +$12.7K | 1.25% | 19 |
|
|
2020
Q3 | $3.99M | Sell |
28,691
-706
| -2% | -$98.1K | 1.43% | 15 |
|
|
2020
Q2 | $3.52M | Buy |
29,397
+1,590
| +6% | +$190K | 1.3% | 17 |
|
|
2020
Q1 | $3.06M | Sell |
27,807
-521
| -2% | -$57.3K | 1.56% | 10 |
|
|
2019
Q4 | $3.54M | Buy |
+28,328
| New | +$3.54M | 1.1% | 21 |
|