Ullmann Wealth Partners Group’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 | $2.64M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $3.31M | Buy |
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|
2023
Q4 | $2.94M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $2.95M | Buy |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $2.95M | Hold |
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|
2020
Q4 | $3.03M | Sell |
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|
2020
Q3 | $3.1M | Sell |
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|
2020
Q2 | $2.83M | Buy |
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|
2020
Q1 | $2.38M | Sell |
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|
2019
Q4 | $2.72M | Sell |
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|
2019
Q3 | $3.02M | Hold |
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|
2019
Q2 | $2.66M | Sell |
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|
2019
Q1 | $2.79M | Sell |
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|
2018
Q4 | $3.08M | Sell |
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|
2018
Q3 | $3.39M | Sell |
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|
2018
Q2 | $4.15M | Buy |
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|
2018
Q1 | $4.21M | Hold |
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|
2017
Q4 | $4.87M | Buy |
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|
2017
Q3 | $1.27M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.21M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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