TruWealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $664K | Sell |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $817K | Sell |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $692K | Buy |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $576K | Buy |
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|
2020
Q4 | $581K | Buy |
|