Vawter Financial’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 | – | Sell |
-1,335
| Closed | -$228K | – | 77 |
|
2025
Q1 | $228K | Sell |
1,335
-66
| -5% | -$11.2K | 0.13% | 91 |
|
2024
Q4 | $235K | Sell |
1,401
-100
| -7% | -$16.8K | 0.14% | 84 |
|
2024
Q3 | $260K | Hold |
1,501
| – | – | 0.16% | 81 |
|
2024
Q2 | $248K | Hold |
1,501
| – | – | 0.17% | 80 |
|
2024
Q1 | $244K | Buy |
1,501
+36
| +2% | +$5.84K | 0.18% | 76 |
|
2023
Q4 | $215K | Sell |
1,465
-305
| -17% | -$44.7K | 0.17% | 74 |
|
2023
Q3 | $258K | Sell |
1,770
-161
| -8% | -$23.5K | 0.29% | 54 |
|
2023
Q2 | $293K | Hold |
1,931
| – | – | 0.25% | 55 |
|
2023
Q1 | $287K | Buy |
1,931
+9
| +0.5% | +$1.34K | 0.29% | 42 |
|
2022
Q4 | $291K | Buy |
+1,922
| New | +$291K | 0.34% | 38 |
|