SFWA
Summit Financial Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $304K | Hold |
1,786
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $301K | Hold |
1,786
| – | – | 0.06% | 117 |
|
|
2024
Q3 | $309K | Buy |
1,786
+18
| +1% | +$3.12K | 0.06% | 116 |
|
|
2024
Q2 | $292K | Buy |
1,768
+39
| +2% | +$6.43K | 0.06% | 109 |
|
|
2024
Q1 | $281K | Buy |
1,729
+354
| +26% | +$57.4K | 0.06% | 109 |
|
|
2023
Q4 | $201K | Buy |
+1,375
| New | +$201K | 0.05% | 121 |
|
|
2022
Q3 | – | Sell |
-1,493
| Closed | -$215K | – | 134 |
|
|
2022
Q2 | $215K | Buy |
+1,493
| New | +$215K | 0.05% | 121 |
|
|
2021
Q4 | – | Sell |
-1,508
| Closed | -$211K | – | 142 |
|
|
2021
Q3 | $211K | Buy |
+1,508
| New | +$211K | 0.05% | 118 |
|
|
2020
Q4 | – | Sell |
-2,035
| Closed | -$282K | – | 113 |
|
|
2020
Q3 | $282K | Buy |
2,035
+315
| +18% | +$43.7K | 0.08% | 94 |
|
|
2020
Q2 | $211K | Sell |
1,720
-117
| -6% | -$14.4K | 0.06% | 113 |
|
|
2020
Q1 | $216K | Sell |
1,837
-201
| -10% | -$23.6K | 0.07% | 110 |
|
|
2019
Q4 | $256K | Sell |
2,038
-36
| -2% | -$4.52K | 0.06% | 119 |
|
|
2019
Q3 | $251K | Hold |
2,074
| – | – | 0.06% | 127 |
|
|
2019
Q2 | $227K | Buy |
+2,074
| New | +$227K | 0.06% | 136 |
|
|
2018
Q4 | – | Sell |
-2,983
| Closed | -$239K | – | 145 |
|
|
2018
Q3 | $239K | Buy |
+2,983
| New | +$239K | 0.07% | 123 |
|
|
2018
Q1 | – | Sell |
-2,625
| Closed | -$241K | – | 152 |
|
|
2017
Q4 | $241K | Sell |
2,625
-4,018
| -60% | -$369K | 0.08% | 120 |
|
|
2017
Q3 | $604K | Sell |
6,643
-5,766
| -46% | -$524K | 0.22% | 79 |
|
|
2017
Q2 | $1.08M | Buy |
12,409
+2,297
| +23% | +$200K | 0.43% | 61 |
|
|
2017
Q1 | $909K | Sell |
10,112
-206
| -2% | -$18.5K | 0.4% | 66 |
|
|
2016
Q4 | $868K | Sell |
10,318
-1,302
| -11% | -$110K | 0.38% | 66 |
|
|
2016
Q3 | $1.04M | Sell |
11,620
-465
| -4% | -$41.7K | 0.45% | 56 |
|
|
2016
Q2 | $1.02M | Sell |
12,085
-757
| -6% | -$64.1K | 0.43% | 61 |
|
|
2016
Q1 | $1.06M | Buy |
12,842
+200
| +2% | +$16.5K | 0.46% | 53 |
|
|
2015
Q4 | $1M | Buy |
12,642
+10,127
| +403% | +$804K | 0.46% | 54 |
|
|
2015
Q3 | $180K | Buy |
2,515
+675
| +37% | +$48.3K | 0.12% | 82 |
|
|
2015
Q2 | $143K | Hold |
1,840
| – | – | 0.09% | 94 |
|
|
2015
Q1 | $147K | Sell |
1,840
-300
| -14% | -$24K | 0.1% | 78 |
|
|
2014
Q4 | $195K | Buy |
+2,140
| New | +$195K | 0.14% | 70 |
|