UWPG
Ullmann Wealth Partners Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
17,707
-539
| -3% | -$85.9K | 0.33% | 37 |
|
|
2025
Q1 | $3.11M | Sell |
18,246
-62
| -0.3% | -$10.6K | 0.41% | 31 |
|
|
2024
Q4 | $3.07M | Buy |
18,308
+383
| +2% | +$64.2K | 0.4% | 31 |
|
|
2024
Q3 | $3.1M | Sell |
17,925
-2,199
| -11% | -$381K | 0.4% | 31 |
|
|
2024
Q2 | $3.32M | Sell |
20,124
-270
| -1% | -$44.5K | 0.47% | 29 |
|
|
2024
Q1 | $3.31M | Buy |
20,394
+352
| +2% | +$57.1K | 0.49% | 27 |
|
|
2023
Q4 | $2.94M | Buy |
20,042
+35
| +0.2% | +$5.13K | 0.48% | 27 |
|
|
2023
Q3 | $2.92M | Buy |
20,007
+146
| +0.7% | +$21.3K | 0.55% | 26 |
|
|
2023
Q2 | $3.01M | Buy |
19,861
+92
| +0.5% | +$14K | 0.6% | 26 |
|
|
2023
Q1 | $2.94M | Buy |
19,769
+324
| +2% | +$48.2K | 0.67% | 20 |
|
|
2022
Q4 | $2.95M | Buy |
19,445
+203
| +1% | +$30.8K | 0.72% | 20 |
|
|
2022
Q3 | $2.43M | Sell |
19,242
-19
| -0.1% | -$2.4K | 0.67% | 22 |
|
|
2022
Q2 | $2.77M | Buy |
19,261
+55
| +0.3% | +$7.91K | 0.75% | 19 |
|
|
2022
Q1 | $2.94M | Buy |
19,206
+140
| +0.7% | +$21.4K | 0.75% | 22 |
|
|
2021
Q4 | $3.12M | Buy |
19,066
+28
| +0.1% | +$4.58K | 0.83% | 18 |
|
|
2021
Q3 | $2.66M | Sell |
19,038
-2,720
| -13% | -$380K | 1.05% | 17 |
|
|
2021
Q2 | $2.94M | Hold |
21,758
| – | – | 1.21% | 16 |
|
|
2021
Q1 | $2.95M | Hold |
21,758
| – | – | 1.31% | 16 |
|
|
2020
Q4 | $3.03M | Sell |
21,758
-513
| -2% | -$71.4K | 1.51% | 15 |
|
|
2020
Q3 | $3.1M | Sell |
22,271
-1,365
| -6% | -$190K | 1.77% | 12 |
|
|
2020
Q2 | $2.83M | Buy |
23,636
+2,004
| +9% | +$240K | 1.74% | 12 |
|
|
2020
Q1 | $2.38M | Sell |
21,632
-125
| -0.6% | -$13.7K | 1.78% | 10 |
|
|
2019
Q4 | $2.72M | Sell |
21,757
-2,504
| -10% | -$313K | 1.65% | 11 |
|
|
2019
Q3 | $3.02M | Hold |
24,261
| – | – | 1.86% | 11 |
|
|
2019
Q2 | $2.66M | Sell |
24,261
-2,519
| -9% | -$276K | 1.66% | 12 |
|
|
2019
Q1 | $2.79M | Sell |
26,780
-6,749
| -20% | -$702K | 1.79% | 12 |
|
|
2018
Q4 | $3.08M | Sell |
33,529
-7,252
| -18% | -$667K | 2.28% | 9 |
|
|
2018
Q3 | $3.39M | Sell |
40,781
-12,396
| -23% | -$1.03M | 2.26% | 10 |
|
|
2018
Q2 | $4.15M | Buy |
53,177
+50
| +0.1% | +$3.9K | 2.87% | 9 |
|
|
2018
Q1 | $4.21M | Hold |
53,127
| – | – | 2.98% | 9 |
|
|
2017
Q4 | $4.87M | Buy |
53,127
+38,966
| +275% | +$3.57M | 3.35% | 8 |
|
|
2017
Q3 | $1.27M | Sell |
14,161
-1,327
| -9% | -$119K | 1.27% | 18 |
|
|
2017
Q2 | $1.35M | Buy |
15,488
+2,013
| +15% | +$175K | 0.97% | 19 |
|
|
2017
Q1 | $1.21M | Sell |
13,475
-466
| -3% | -$41.8K | 1% | 18 |
|
|
2016
Q4 | $1.22M | Buy |
+13,941
| New | +$1.22M | 1.16% | 16 |
|