Total Wealth Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
21,800
+420
| +2% | +$66.9K | 0.44% | 37 |
|
|
2025
Q1 | $3.64M | Sell |
21,380
-492
| -2% | -$83.8K | 0.56% | 30 |
|
|
2024
Q4 | $3.67M | Sell |
21,872
-829
| -4% | -$139K | 0.57% | 30 |
|
|
2024
Q3 | $3.93M | Buy |
22,701
+1,532
| +7% | +$265K | 0.61% | 29 |
|
|
2024
Q2 | $3.53M | Sell |
21,169
-6,315
| -23% | -$1.05M | 0.58% | 33 |
|
|
2024
Q1 | $4.46M | Sell |
27,484
-722
| -3% | -$117K | 0.77% | 27 |
|
|
2023
Q4 | $4.13M | Sell |
28,206
-371
| -1% | -$54.4K | 0.75% | 28 |
|
|
2023
Q3 | $4.17M | Buy |
28,577
+5,419
| +23% | +$790K | 0.85% | 27 |
|
|
2023
Q2 | $3.51M | Buy |
23,158
+585
| +3% | +$88.8K | 0.73% | 34 |
|
|
2023
Q1 | $3.36M | Buy |
22,573
+1,458
| +7% | +$217K | 0.74% | 33 |
|
|
2022
Q4 | $3.2M | Sell |
21,115
-512
| -2% | -$77.6K | 0.79% | 32 |
|
|
2022
Q3 | $2.73M | Sell |
21,627
-433
| -2% | -$54.7K | 0.78% | 27 |
|
|
2022
Q2 | $3.17M | Sell |
22,060
-150
| -0.7% | -$21.6K | 0.92% | 23 |
|
|
2022
Q1 | $3.39M | Buy |
22,210
+5,915
| +36% | +$904K | 0.92% | 24 |
|
|
2021
Q4 | $1.7M | Sell |
16,295
-6,085
| -27% | -$633K | 1.05% | 18 |
|
|
2021
Q3 | $3.13M | Buy |
22,380
+264
| +1% | +$36.9K | 1.14% | 17 |
|
|
2021
Q2 | $2.98M | Buy |
22,116
+29
| +0.1% | +$3.91K | 1.17% | 16 |
|
|
2021
Q1 | $2.99M | Buy |
22,087
+6,370
| +41% | +$863K | 1.27% | 16 |
|
|
2020
Q4 | $2.19M | Buy |
15,717
+931
| +6% | +$130K | 1.01% | 18 |
|
|
2020
Q3 | $2.06M | Sell |
14,786
-388
| -3% | -$53.9K | 1.07% | 17 |
|
|
2020
Q2 | $1.81M | Sell |
15,174
-40
| -0.3% | -$4.78K | 1.01% | 17 |
|
|
2020
Q1 | $1.67M | Sell |
15,214
-593
| -4% | -$65.2K | 1.09% | 16 |
|
|
2019
Q4 | $1.97M | Sell |
15,807
-135
| -0.8% | -$16.9K | 1.05% | 17 |
|
|
2019
Q3 | $1.98M | Buy |
15,942
+3
| +0% | +$373 | 1.13% | 17 |
|
|
2019
Q2 | $1.75M | Sell |
15,939
-356
| -2% | -$39K | 1.03% | 18 |
|
|
2019
Q1 | $1.7M | Sell |
16,295
-1,339
| -8% | -$139K | 1.05% | 18 |
|
|
2018
Q4 | $1.62M | Buy |
+17,634
| New | +$1.62M | 1.12% | 18 |
|