TSWM
Triangle Securities Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
13,780
-1,568
| -10% | -$250K | 0.54% | 56 |
|
|
2025
Q1 | $2.62M | Sell |
15,348
-51
| -0.3% | -$8.69K | 0.67% | 42 |
|
|
2024
Q4 | $2.58M | Sell |
15,399
-240
| -2% | -$40.2K | 0.66% | 42 |
|
|
2024
Q3 | $2.71M | Sell |
15,639
-47
| -0.3% | -$8.14K | 0.7% | 39 |
|
|
2024
Q2 | $2.59M | Sell |
15,686
-261
| -2% | -$43K | 0.73% | 33 |
|
|
2024
Q1 | $2.59M | Buy |
15,947
+540
| +4% | +$87.6K | 0.74% | 36 |
|
|
2023
Q4 | $2.26M | Sell |
15,407
-69
| -0.4% | -$10.1K | 0.7% | 37 |
|
|
2023
Q3 | $2.26M | Sell |
15,476
-436
| -3% | -$63.6K | 0.8% | 31 |
|
|
2023
Q2 | $2.41M | Sell |
15,912
-351
| -2% | -$53.3K | 0.83% | 28 |
|
|
2023
Q1 | $2.42M | Sell |
16,263
-2,301
| -12% | -$342K | 0.86% | 29 |
|
|
2022
Q4 | $2.81M | Sell |
18,564
-348
| -2% | -$52.7K | 1.03% | 25 |
|
|
2022
Q3 | $2.39M | Sell |
18,912
-309
| -2% | -$39K | 0.98% | 28 |
|
|
2022
Q2 | $2.76M | Sell |
19,221
-305
| -2% | -$43.9K | 1.08% | 24 |
|
|
2022
Q1 | $2.98M | Sell |
19,526
-1,197
| -6% | -$183K | 1% | 25 |
|
|
2021
Q4 | $3.39M | Sell |
20,723
-367
| -2% | -$60K | 1.06% | 21 |
|
|
2021
Q3 | $2.95M | Sell |
21,090
-311
| -1% | -$43.5K | 1% | 25 |
|
|
2021
Q2 | $2.89M | Sell |
21,401
-339
| -2% | -$45.7K | 0.98% | 26 |
|
|
2021
Q1 | $2.94M | Buy |
21,740
+401
| +2% | +$54.3K | 1.06% | 26 |
|
|
2020
Q4 | $2.97M | Sell |
21,339
-875
| -4% | -$122K | 1.18% | 20 |
|
|
2020
Q3 | $3.09M | Sell |
22,214
-706
| -3% | -$98.1K | 1.4% | 13 |
|
|
2020
Q2 | $2.74M | Sell |
22,920
-1,202
| -5% | -$144K | 1.31% | 15 |
|
|
2020
Q1 | $2.65M | Sell |
24,122
-778
| -3% | -$85.6K | 1.53% | 14 |
|
|
2019
Q4 | $3.11M | Sell |
24,900
-190
| -0.8% | -$23.7K | 1.35% | 20 |
|
|
2019
Q3 | $3.12M | Sell |
25,090
-1,668
| -6% | -$207K | 1.53% | 17 |
|
|
2019
Q2 | $3.05M | Sell |
26,758
-2,834
| -10% | -$323K | 1.55% | 18 |
|
|
2019
Q1 | $3.08M | Sell |
29,592
-1,714
| -5% | -$178K | 1.61% | 14 |
|
|
2018
Q4 | $2.88M | Buy |
31,306
+578
| +2% | +$53.1K | 1.7% | 11 |
|
|
2018
Q3 | $2.56M | Buy |
30,728
+192
| +0.6% | +$16K | 1.36% | 20 |
|
|
2018
Q2 | $2.38M | Buy |
30,536
+173
| +0.6% | +$13.5K | 1.33% | 22 |
|
|
2018
Q1 | $2.41M | Buy |
30,363
+6,399
| +27% | +$507K | 1.38% | 17 |
|
|
2017
Q4 | $2.2M | Buy |
23,964
+255
| +1% | +$23.4K | 1.26% | 24 |
|
|
2017
Q3 | $2.16M | Sell |
23,709
-455
| -2% | -$41.4K | 1.28% | 27 |
|
|
2017
Q2 | $2.11M | Buy |
24,164
+245
| +1% | +$21.4K | 1.39% | 27 |
|
|
2017
Q1 | $2.15M | Buy |
23,919
+873
| +4% | +$78.4K | 1.37% | 23 |
|
|
2016
Q4 | $1.94M | Sell |
23,046
-892
| -4% | -$75K | 1.29% | 25 |
|
|
2016
Q3 | $2.15M | Sell |
23,938
-213
| -0.9% | -$19.1K | 1.49% | 20 |
|
|
2016
Q2 | $2.05M | Sell |
24,151
-3,385
| -12% | -$287K | 1.53% | 21 |
|
|
2016
Q1 | $2.27M | Sell |
27,536
-380
| -1% | -$31.3K | 1.48% | 21 |
|
|
2015
Q4 | $2.22M | Buy |
27,916
+1,107
| +4% | +$87.9K | 1.49% | 21 |
|
|
2015
Q3 | $1.93M | Buy |
26,809
+1,593
| +6% | +$115K | 1.46% | 20 |
|
|
2015
Q2 | $1.97M | Buy |
25,216
+3,825
| +18% | +$299K | 1.39% | 20 |
|
|
2015
Q1 | $1.75M | Buy |
21,391
+2,684
| +14% | +$220K | 1.21% | 22 |
|
|
2014
Q4 | $1.7M | Buy |
18,707
+1,877
| +11% | +$171K | 1.21% | 24 |
|
|
2014
Q3 | $1.41M | Buy |
16,830
+1,810
| +12% | +$152K | 1.08% | 30 |
|
|
2014
Q2 | $1.18M | Sell |
15,020
-1,731
| -10% | -$136K | 0.9% | 39 |
|
|
2014
Q1 | $1.29M | Buy |
16,751
+2,456
| +17% | +$189K | 1.16% | 30 |
|
|
2013
Q4 | $1.16M | Sell |
14,295
-365
| -2% | -$29.7K | 0.94% | 35 |
|
|
2013
Q3 | $1.11M | Sell |
14,660
-1,959
| -12% | -$148K | 0.97% | 37 |
|
|
2013
Q2 | $1.28M | Buy |
+16,619
| New | +$1.28M | 0.95% | 31 |
|