Valley Wealth Managers’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 | $4M | Buy |
25,126
+619
| +3% | +$98.6K | 0.29% | 83 |
|
|
2025
Q1 | $4.18M | Buy |
24,507
+10
| +0% | +$1.7K | 0.32% | 68 |
|
|
2024
Q4 | $4.11M | Sell |
24,497
-2,274
| -8% | -$381K | 0.31% | 70 |
|
|
2024
Q3 | $4.64M | Sell |
26,771
-478
| -2% | -$82.8K | 0.34% | 65 |
|
|
2024
Q2 | $4.49M | Sell |
27,249
-1,798
| -6% | -$297K | 0.36% | 60 |
|
|
2024
Q1 | $4.71M | Sell |
29,047
-2,513
| -8% | -$408K | 0.36% | 67 |
|
|
2023
Q4 | $4.62M | Sell |
31,560
-488
| -2% | -$71.5K | 0.36% | 65 |
|
|
2023
Q3 | $4.67M | Sell |
32,048
-1,364
| -4% | -$199K | 0.39% | 62 |
|
|
2023
Q2 | $5.07M | Sell |
33,412
-1,732
| -5% | -$263K | 0.46% | 49 |
|
|
2023
Q1 | $5.23M | Buy |
35,144
+1,723
| +5% | +$256K | 0.48% | 48 |
|
|
2022
Q4 | $5.07M | Sell |
33,421
-2,915
| -8% | -$442K | 0.47% | 54 |
|
|
2022
Q3 | $4.59M | Buy |
36,336
+2,717
| +8% | +$343K | 0.46% | 53 |
|
|
2022
Q2 | $4.83M | Sell |
33,619
-5,929
| -15% | -$853K | 0.45% | 51 |
|
|
2022
Q1 | $6.04M | Sell |
39,548
-70
| -0.2% | -$10.7K | 0.51% | 49 |
|
|
2021
Q4 | $6.48M | Buy |
39,618
+65
| +0.2% | +$10.6K | 0.52% | 49 |
|
|
2021
Q3 | $5.53M | Buy |
39,553
+105
| +0.3% | +$14.7K | 0.48% | 49 |
|
|
2021
Q2 | $5.32M | Buy |
39,448
+397
| +1% | +$53.6K | 0.45% | 49 |
|
|
2021
Q1 | $5.29M | Buy |
39,051
+4,386
| +13% | +$594K | 0.48% | 49 |
|
|
2020
Q4 | $4.82M | Sell |
34,665
-7,337
| -17% | -$1.02M | 0.47% | 49 |
|
|
2020
Q3 | $5.84M | Sell |
42,002
-6,283
| -13% | -$873K | 0.64% | 47 |
|
|
2020
Q2 | $5.77M | Sell |
48,285
-1,594
| -3% | -$191K | 0.65% | 47 |
|
|
2020
Q1 | $5.49M | Buy |
49,879
+835
| +2% | +$91.8K | 0.71% | 46 |
|
|
2019
Q4 | $6.13M | Sell |
49,044
-180
| -0.4% | -$22.5K | 0.61% | 46 |
|
|
2019
Q3 | $6.12M | Buy |
49,224
+4,900
| +11% | +$609K | 0.65% | 45 |
|
|
2019
Q2 | $4.86M | Buy |
44,324
+1,805
| +4% | +$198K | 0.52% | 46 |
|
|
2019
Q1 | $4.43M | Sell |
42,519
-2,895
| -6% | -$301K | 0.48% | 46 |
|
|
2018
Q4 | $4.18M | Buy |
45,414
+15,447
| +52% | +$1.42M | 0.55% | 45 |
|
|
2018
Q3 | $2.49M | Sell |
29,967
-755
| -2% | -$62.8K | 0.29% | 50 |
|
|
2018
Q2 | $2.4M | Sell |
30,722
-1,189
| -4% | -$92.8K | 0.29% | 49 |
|
|
2018
Q1 | $2.53M | Buy |
31,911
+2,190
| +7% | +$174K | 0.31% | 49 |
|
|
2017
Q4 | $2.73M | Sell |
29,721
-2,660
| -8% | -$244K | 0.33% | 49 |
|
|
2017
Q3 | $2.95M | Sell |
32,381
-4,080
| -11% | -$371K | 0.37% | 46 |
|
|
2017
Q2 | $3.18M | Sell |
36,461
-4,191
| -10% | -$365K | 0.43% | 44 |
|
|
2017
Q1 | $3.65M | Buy |
40,652
+984
| +2% | +$88.4K | 0.49% | 43 |
|
|
2016
Q4 | $3.34M | Buy |
39,668
+230
| +0.6% | +$19.3K | 0.48% | 43 |
|
|
2016
Q3 | $3.54M | Buy |
39,438
+667
| +2% | +$59.9K | 0.52% | 42 |
|
|
2016
Q2 | $3.28M | Buy |
38,771
+19,769
| +104% | +$1.67M | 0.5% | 42 |
|
|
2016
Q1 | $1.56M | Buy |
19,002
+1,177
| +7% | +$96.9K | 0.26% | 49 |
|
|
2015
Q4 | $1.42M | Sell |
17,825
-642
| -3% | -$51K | 0.25% | 49 |
|
|
2015
Q3 | $1.33M | Sell |
18,467
-810
| -4% | -$58.3K | 0.24% | 48 |
|
|
2015
Q2 | $1.51M | Sell |
19,277
-610
| -3% | -$47.7K | 0.26% | 48 |
|
|
2015
Q1 | $1.63M | Buy |
19,887
+1,225
| +7% | +$100K | 0.28% | 47 |
|
|
2014
Q4 | $1.7M | Buy |
18,662
+287
| +2% | +$26.1K | 0.3% | 48 |
|
|
2014
Q3 | $1.54M | Buy |
18,375
+435
| +2% | +$36.4K | 0.29% | 46 |
|
|
2014
Q2 | $1.41M | Buy |
17,940
+2,750
| +18% | +$216K | 0.27% | 48 |
|
|
2014
Q1 | $1.23M | Buy |
15,190
+1,505
| +11% | +$121K | 0.24% | 49 |
|
|
2013
Q4 | $1.11M | Buy |
13,685
+525
| +4% | +$42.7K | 0.23% | 48 |
|
|
2013
Q3 | $995K | Buy |
13,160
+59
| +0.5% | +$4.46K | 0.22% | 50 |
|
|
2013
Q2 | $1.01M | Buy |
+13,101
| New | +$1.01M | 0.23% | 53 |
|