TruWealth Advisors’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 | $722K | Sell |
4,531
-4
| -0.1% | -$637 | 0.04% | 103 |
|
|
2025
Q1 | $773K | Sell |
4,535
-366
| -7% | -$62.4K | 0.05% | 93 |
|
|
2024
Q4 | $822K | Sell |
4,901
-54
| -1% | -$9.05K | 0.05% | 88 |
|
|
2024
Q3 | $858K | Buy |
4,955
+2
| +0% | +$346 | 0.05% | 85 |
|
|
2024
Q2 | $817K | Sell |
4,953
-51
| -1% | -$8.41K | 0.05% | 83 |
|
|
2024
Q1 | $812K | Buy |
5,004
+241
| +5% | +$39.1K | 0.06% | 86 |
|
|
2023
Q4 | $698K | Buy |
4,763
+226
| +5% | +$33.1K | 0.05% | 82 |
|
|
2023
Q3 | $662K | Buy |
4,537
+10
| +0.2% | +$1.46K | 0.06% | 81 |
|
|
2023
Q2 | $687K | Buy |
4,527
+167
| +4% | +$25.3K | 0.06% | 80 |
|
|
2023
Q1 | $648K | Sell |
4,360
-207
| -5% | -$30.8K | 0.06% | 82 |
|
|
2022
Q4 | $692K | Buy |
4,567
+59
| +1% | +$8.94K | 0.07% | 83 |
|
|
2022
Q3 | $569K | Buy |
4,508
+28
| +0.6% | +$3.53K | 0.06% | 81 |
|
|
2022
Q2 | $644K | Buy |
4,480
+670
| +18% | +$96.3K | 0.07% | 76 |
|
|
2022
Q1 | $582K | Sell |
3,810
-45
| -1% | -$6.87K | 0.06% | 68 |
|
|
2021
Q4 | $631K | Sell |
3,855
-147
| -4% | -$24.1K | 0.06% | 72 |
|
|
2021
Q3 | $559K | Sell |
4,002
-163
| -4% | -$22.8K | 0.06% | 73 |
|
|
2021
Q2 | $562K | Sell |
4,165
-89
| -2% | -$12K | 0.07% | 71 |
|
|
2021
Q1 | $576K | Buy |
4,254
+75
| +2% | +$10.2K | 0.08% | 68 |
|
|
2020
Q4 | $581K | Buy |
+4,179
| New | +$581K | 0.09% | 70 |
|