SVWAG
Sound View Wealth Advisors Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
86,533
+1,749
| +2% | +$279K | 1.02% | 26 |
|
|
2025
Q1 | $14.4M | Sell |
84,784
-5,718
| -6% | -$974K | 1.19% | 20 |
|
|
2024
Q4 | $15.2M | Buy |
90,502
+1,106
| +1% | +$185K | 1.22% | 20 |
|
|
2024
Q3 | $15.5M | Buy |
89,396
+7,236
| +9% | +$1.25M | 1.26% | 19 |
|
|
2024
Q2 | $13.5M | Sell |
82,160
-1,400
| -2% | -$231K | 1.4% | 17 |
|
|
2024
Q1 | $13.6M | Sell |
83,560
-5,478
| -6% | -$889K | 1.45% | 15 |
|
|
2023
Q4 | $13M | Sell |
89,038
-1,720
| -2% | -$252K | 1.44% | 13 |
|
|
2023
Q3 | $13.2M | Buy |
90,758
+8,232
| +10% | +$1.2M | 1.65% | 13 |
|
|
2023
Q2 | $12.5M | Sell |
82,526
-6,576
| -7% | -$998K | 1.64% | 13 |
|
|
2023
Q1 | $13.2M | Buy |
89,102
+64
| +0.1% | +$9.52K | 1.82% | 9 |
|
|
2022
Q4 | $13M | Buy |
89,038
+34,167
| +62% | +$5.01M | 1.44% | 13 |
|
|
2022
Q3 | $6.93M | Sell |
54,871
-1,503
| -3% | -$190K | 1.55% | 13 |
|
|
2022
Q2 | $8.11M | Buy |
56,374
+354
| +0.6% | +$50.9K | 1.7% | 11 |
|
|
2022
Q1 | $8.56M | Buy |
56,020
+2,591
| +5% | +$396K | 1.63% | 13 |
|
|
2021
Q4 | $8.74M | Buy |
53,429
+91
| +0.2% | +$14.9K | 1.65% | 13 |
|
|
2021
Q3 | $7.46M | Sell |
53,338
-2,094
| -4% | -$293K | 1.56% | 14 |
|
|
2021
Q2 | $7.48M | Sell |
55,432
-1,546
| -3% | -$209K | 1.57% | 14 |
|
|
2021
Q1 | $7.72M | Buy |
56,978
+80
| +0.1% | +$10.8K | 1.8% | 11 |
|
|
2020
Q4 | $7.92M | Buy |
56,898
+41
| +0.1% | +$5.71K | 1.93% | 8 |
|
|
2020
Q3 | $7.9M | Sell |
56,857
-347
| -0.6% | -$48.2K | 2.08% | 7 |
|
|
2020
Q2 | $6.84M | Buy |
57,204
+2,287
| +4% | +$273K | 1.93% | 9 |
|
|
2020
Q1 | $6.04M | Buy |
54,917
+93
| +0.2% | +$10.2K | 2.09% | 7 |
|
|
2019
Q4 | $6.85M | Sell |
54,824
-15,246
| -22% | -$1.9M | 1.93% | 6 |
|
|
2019
Q3 | $8.72M | Sell |
70,070
-12,513
| -15% | -$1.56M | 2.6% | 2 |
|
|
2019
Q2 | $9.06M | Buy |
+82,583
| New | +$9.06M | 2.68% | 2 |
|