VWA
Visionary Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
132,044
-788
| -0.6% | -$126K | 1.07% | 17 |
|
|
2025
Q1 | $22.6M | Buy |
132,832
+711
| +0.5% | +$121K | 1.36% | 10 |
|
|
2024
Q4 | $22.2M | Sell |
132,121
-280
| -0.2% | -$46.9K | 1.3% | 12 |
|
|
2024
Q3 | $22.9M | Buy |
132,401
+1,087
| +0.8% | +$188K | 1.4% | 10 |
|
|
2024
Q2 | $21.7M | Sell |
131,314
-1,214
| -0.9% | -$200K | 1.42% | 10 |
|
|
2024
Q1 | $21.5M | Sell |
132,528
-1,371
| -1% | -$222K | 1.45% | 11 |
|
|
2023
Q4 | $19.6M | Sell |
133,899
-2,430
| -2% | -$356K | 1.44% | 10 |
|
|
2023
Q3 | $19.9M | Buy |
136,329
+114
| +0.1% | +$16.6K | 1.61% | 10 |
|
|
2023
Q2 | $20.7M | Buy |
136,215
+1,393
| +1% | +$211K | 1.65% | 9 |
|
|
2023
Q1 | $20M | Sell |
134,822
-1,160
| -0.9% | -$172K | 1.7% | 10 |
|
|
2022
Q4 | $20.6M | Buy |
135,982
+774
| +0.6% | +$117K | 1.9% | 9 |
|
|
2022
Q3 | $17.1M | Sell |
135,208
-1,132
| -0.8% | -$143K | 1.77% | 10 |
|
|
2022
Q2 | $19.6M | Buy |
136,340
+143
| +0.1% | +$20.6K | 1.76% | 13 |
|
|
2022
Q1 | $20.8M | Sell |
136,197
-1,798
| -1% | -$275K | 1.67% | 12 |
|
|
2021
Q4 | $22.6M | Buy |
137,995
+2,893
| +2% | +$473K | 1.85% | 11 |
|
|
2021
Q3 | $18.9M | Sell |
135,102
-1,239
| -0.9% | -$173K | 1.94% | 12 |
|
|
2021
Q2 | $18.4M | Sell |
136,341
-648
| -0.5% | -$87.4K | 1.85% | 11 |
|
|
2021
Q1 | $18.6M | Sell |
136,989
-3,442
| -2% | -$466K | 1.95% | 11 |
|
|
2020
Q4 | $19.5M | Sell |
140,431
-257
| -0.2% | -$35.8K | 2.19% | 10 |
|
|
2020
Q3 | $19.6M | Sell |
140,688
-4,651
| -3% | -$646K | 2.76% | 6 |
|
|
2020
Q2 | $17.4M | Sell |
145,339
-2,870
| -2% | -$343K | 2.65% | 7 |
|
|
2020
Q1 | $16.3M | Sell |
148,209
-12,808
| -8% | -$1.41M | 3.07% | 5 |
|
|
2019
Q4 | $20.1M | Buy |
+161,017
| New | +$20.1M | 3.6% | 3 |
|