SWA
SOA Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
15,569
-246
| -2% | -$9.91K | 0.12% | 104 |
|
|
2025
Q1 | $649K | Buy |
15,815
+11,913
| +305% | +$489K | 0.14% | 94 |
|
|
2024
Q4 | $654K | Sell |
3,902
-112
| -3% | -$18.8K | 0.12% | 96 |
|
|
2024
Q3 | $695K | Buy |
4,014
+216
| +6% | +$37.4K | 0.13% | 92 |
|
|
2024
Q2 | $626K | Sell |
3,798
-344
| -8% | -$56.7K | 0.13% | 94 |
|
|
2024
Q1 | $672K | Sell |
4,142
-99
| -2% | -$16.1K | 0.14% | 84 |
|
|
2023
Q4 | $621K | Sell |
4,241
-403
| -9% | -$59.1K | 0.14% | 84 |
|
|
2023
Q3 | $677K | Buy |
4,644
+450
| +11% | +$65.6K | 0.17% | 71 |
|
|
2023
Q2 | $636K | Buy |
4,194
+5
| +0.1% | +$759 | 0.15% | 78 |
|
|
2023
Q1 | $623K | Sell |
4,189
-361
| -8% | -$53.7K | 0.15% | 75 |
|
|
2022
Q4 | $690K | Sell |
4,550
-43
| -0.9% | -$6.52K | 0.19% | 66 |
|
|
2022
Q3 | $579K | Buy |
4,593
+6
| +0.1% | +$756 | 0.17% | 73 |
|
|
2022
Q2 | $659K | Sell |
4,587
-1,007
| -18% | -$145K | 0.19% | 72 |
|
|
2022
Q1 | $854K | Buy |
5,594
+458
| +9% | +$69.9K | 0.21% | 72 |
|
|
2021
Q4 | $836K | Sell |
5,136
-515
| -9% | -$83.8K | 0.2% | 72 |
|
|
2021
Q3 | $790K | Buy |
5,651
+240
| +4% | +$33.6K | 0.2% | 74 |
|
|
2021
Q2 | $730K | Buy |
5,411
+688
| +15% | +$92.8K | 0.19% | 77 |
|
|
2021
Q1 | $639K | Buy |
4,723
+16
| +0.3% | +$2.17K | 0.18% | 82 |
|
|
2020
Q4 | $603K | Buy |
+4,707
| New | +$603K | 0.16% | 80 |
|