UWM
USAdvisors Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
3,656
+572
| +19% | +$91.1K | 0.22% | 74 |
|
|
2025
Q1 | $525K | Buy |
3,084
+18
| +0.6% | +$3.06K | 0.18% | 79 |
|
|
2024
Q4 | $514K | Buy |
3,066
+17
| +0.6% | +$2.85K | 0.17% | 80 |
|
|
2024
Q3 | $529K | Buy |
3,049
+128
| +4% | +$22.2K | 0.19% | 81 |
|
|
2024
Q2 | $481K | Buy |
2,921
+12
| +0.4% | +$1.98K | 0.17% | 81 |
|
|
2024
Q1 | $473K | Buy |
2,909
+16
| +0.6% | +$2.6K | 0.18% | 87 |
|
|
2023
Q4 | $424K | Buy |
2,893
+16
| +0.6% | +$2.35K | 0.18% | 86 |
|
|
2023
Q3 | $419K | Buy |
2,877
+202
| +8% | +$29.4K | 0.19% | 84 |
|
|
2023
Q2 | $408K | Buy |
2,675
+16
| +0.6% | +$2.44K | 0.19% | 81 |
|
|
2023
Q1 | $395K | Sell |
2,659
-698
| -21% | -$104K | 0.19% | 89 |
|
|
2022
Q4 | $509K | Buy |
3,357
+169
| +5% | +$25.6K | 0.25% | 81 |
|
|
2022
Q3 | $402K | Buy |
3,188
+76
| +2% | +$9.58K | 0.21% | 88 |
|
|
2022
Q2 | $447K | Sell |
3,112
-279
| -8% | -$40.1K | 0.22% | 85 |
|
|
2022
Q1 | $518K | Sell |
3,391
-562
| -14% | -$85.9K | 0.22% | 83 |
|
|
2021
Q4 | $647K | Buy |
3,953
+151
| +4% | +$24.7K | 0.26% | 71 |
|
|
2021
Q3 | $531K | Buy |
3,802
+124
| +3% | +$17.3K | 0.23% | 78 |
|
|
2021
Q2 | $496K | Buy |
3,678
+243
| +7% | +$32.8K | 0.27% | 69 |
|
|
2021
Q1 | $465K | Buy |
3,435
+318
| +10% | +$43K | 0.22% | 75 |
|
|
2020
Q4 | $433K | Buy |
3,117
+328
| +12% | +$45.6K | 0.21% | 64 |
|
|
2020
Q3 | $387 | Sell |
2,789
-17
| -0.6% | -$2 | 0.06% | 55 |
|
|
2020
Q2 | $336K | Buy |
2,806
+17
| +0.6% | +$2.04K | 0.18% | 56 |
|
|
2020
Q1 | $307K | Buy |
+2,789
| New | +$307K | 0.19% | 57 |
|