Smith & Howard Wealth Management’s Procter & Gamble PG Stock Holding History

Smith & Howard Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$555K	Hold	3,484	–	–	0.14%	46
2025 Q1	$594K	Hold	3,484	–	–	0.16%	40
2024 Q4	$584K	Hold	3,484	–	–	0.17%	45
2024 Q3	$604K	Hold	3,484	–	–	0.17%	46
2024 Q2	$575K	Hold	3,484	–	–	0.17%	45
2024 Q1	$565K	Sell	3,484 -50	-1%	-$8.11K	0.17%	44
2023 Q4	$518K	Hold	3,534	–	–	0.18%	44
2023 Q3	$516K	Buy	3,534 +350	+11%	+$51.1K	0.18%	43
2023 Q2	$483K	Sell	3,184 -77	-2%	-$11.7K	0.17%	43
2023 Q1	$485K	Hold	3,261	–	–	0.17%	42
2022 Q4	$494K	Sell	3,261 -80	-2%	-$12.1K	0.19%	41
2022 Q3	$422K	Buy	3,341 +267	+9%	+$33.7K	0.18%	48
2022 Q2	$442K	Hold	3,074	–	–	0.19%	49
2022 Q1	$470K	Hold	3,074	–	–	0.2%	42
2021 Q4	$503K	Buy	3,074 +10	+0.3%	+$1.64K	0.23%	43
2021 Q3	$428K	Hold	3,064	–	–	0.2%	45
2021 Q2	$413K	Sell	3,064 -8	-0.3%	-$1.08K	0.2%	44
2021 Q1	$416K	Sell	3,072 -92	-3%	-$12.5K	0.21%	42
2020 Q4	$440K	Hold	3,164	–	–	0.23%	41
2020 Q3	$440K	Hold	3,164	–	–	0.26%	41
2020 Q2	$378K	Sell	3,164 -319	-9%	-$38.1K	0.23%	45
2020 Q1	$383K	Buy	3,483 +7	+0.2%	+$770	0.24%	44
2019 Q4	$434K	Buy	3,476 +356	+11%	+$44.4K	0.15%	50
2019 Q3	$388K	Buy	3,120 +830	+36%	+$103K	0.15%	45
2019 Q2	$251K	Sell	2,290 -239	-9%	-$26.2K	0.11%	50
2019 Q1	$263K	Buy	2,529 +68	+3%	+$7.07K	0.13%	44
2018 Q4	$226K	Buy	+2,461	New	+$226K	0.12%	49
2016 Q2	–	Sell	-4,513	Closed	-$371K	–	55
2016 Q1	$371K	Hold	4,513	–	–	0.15%	41
2015 Q4	$358K	Buy	4,513 +40	+0.9%	+$3.17K	0.17%	39
2015 Q3	$322K	Buy	4,473 +175	+4%	+$12.6K	0.16%	34
2015 Q2	$336K	Hold	4,298	–	–	0.15%	40
2015 Q1	$352K	Buy	+4,298	New	+$352K	0.15%	38
2014 Q1	–	Sell	-1,696	Closed	-$138K	–	172
2013 Q4	$138K	Buy	1,696 +198	+13%	+$16.1K	0.08%	67
2013 Q3	$113K	Hold	1,498	–	–	0.07%	61
2013 Q2	$115K	Buy	+1,498	New	+$115K	0.07%	51