U.S. Capital Wealth 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 | $5.23M | Sell |
32,842
-16,483
| -33% | -$2.63M | 0.15% | 159 |
|
2025
Q1 | $8.41M | Sell |
49,325
-34,274
| -41% | -$5.84M | 0.26% | 103 |
|
2024
Q4 | $14M | Buy |
83,599
+3,479
| +4% | +$583K | 0.43% | 51 |
|
2024
Q3 | $13.9M | Buy |
80,120
+3,589
| +5% | +$622K | 0.49% | 52 |
|
2024
Q2 | $12.6M | Sell |
76,531
-134
| -0.2% | -$22.1K | 0.48% | 50 |
|
2024
Q1 | $12.4M | Sell |
76,665
-1,225
| -2% | -$199K | 0.48% | 46 |
|
2023
Q4 | $11.4M | Buy |
77,890
+4,927
| +7% | +$722K | 0.45% | 47 |
|
2023
Q3 | $10.6M | Buy |
72,963
+465
| +0.6% | +$67.8K | 0.48% | 43 |
|
2023
Q2 | $11M | Buy |
72,498
+2,186
| +3% | +$332K | 0.52% | 40 |
|
2023
Q1 | $10.5M | Buy |
70,312
+3,888
| +6% | +$578K | 0.48% | 40 |
|
2022
Q4 | $10.1M | Buy |
66,424
+735
| +1% | +$111K | 0.47% | 34 |
|
2022
Q3 | $8.29M | Buy |
65,689
+2,476
| +4% | +$313K | 0.42% | 42 |
|
2022
Q2 | $9.09M | Sell |
63,213
-259
| -0.4% | -$37.2K | 0.4% | 51 |
|
2022
Q1 | $9.7M | Sell |
63,472
-32,491
| -34% | -$4.96M | 0.35% | 53 |
|
2021
Q4 | $15.7M | Buy |
95,963
+2,316
| +2% | +$379K | 0.62% | 27 |
|
2021
Q3 | $13.1M | Buy |
+93,647
| New | +$13.1M | 0.57% | 37 |
|