SWP
Summit Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Sell |
50,619
-23,954
| -32% | -$3.82M | 1.54% | 20 |
|
|
2025
Q1 | $12.7M | Sell |
74,573
-15,919
| -18% | -$2.71M | 2.58% | 10 |
|
|
2024
Q4 | $15.2M | Buy |
90,492
+87,783
| +3,240% | +$14.7M | 3.12% | 9 |
|
|
2024
Q3 | $469K | Buy |
2,709
+6
| +0.2% | +$1.04K | 0.09% | 141 |
|
|
2024
Q2 | $446K | Sell |
2,703
-756
| -22% | -$125K | 0.09% | 143 |
|
|
2024
Q1 | $561K | Buy |
3,459
+5
| +0.1% | +$811 | 0.12% | 120 |
|
|
2023
Q4 | $506K | Buy |
3,454
+7
| +0.2% | +$1.03K | 0.12% | 120 |
|
|
2023
Q3 | $503K | Sell |
3,447
-595
| -15% | -$86.8K | 0.13% | 107 |
|
|
2023
Q2 | $613K | Buy |
4,042
+10
| +0.2% | +$1.52K | 0.15% | 93 |
|
|
2023
Q1 | $600K | Sell |
4,032
-169
| -4% | -$25.1K | 0.15% | 93 |
|
|
2022
Q4 | $637K | Buy |
4,201
+11
| +0.3% | +$1.67K | 0.17% | 90 |
|
|
2022
Q3 | $529K | Buy |
4,190
+189
| +5% | +$23.9K | 0.15% | 82 |
|
|
2022
Q2 | $575K | Buy |
4,001
+10
| +0.3% | +$1.44K | 0.15% | 80 |
|
|
2022
Q1 | $610K | Sell |
3,991
-143
| -3% | -$21.9K | 0.14% | 83 |
|
|
2021
Q4 | $676K | Buy |
4,134
+130
| +3% | +$21.3K | 0.15% | 78 |
|
|
2021
Q3 | $560K | Sell |
4,004
-573
| -13% | -$80.1K | 0.13% | 84 |
|
|
2021
Q2 | $618K | Sell |
4,577
-100
| -2% | -$13.5K | 0.15% | 81 |
|
|
2021
Q1 | $633K | Buy |
4,677
+5
| +0.1% | +$677 | 0.16% | 78 |
|
|
2020
Q4 | $650K | Buy |
4,672
+5
| +0.1% | +$696 | 0.18% | 74 |
|
|
2020
Q3 | $649K | Buy |
4,667
+1,417
| +44% | +$197K | 0.2% | 74 |
|
|
2020
Q2 | $389K | Buy |
3,250
+106
| +3% | +$12.7K | 0.13% | 100 |
|
|
2020
Q1 | $346K | Buy |
3,144
+5
| +0.2% | +$550 | 0.14% | 78 |
|
|
2019
Q4 | $392K | Buy |
+3,139
| New | +$392K | 0.14% | 78 |
|