W Advisors LLC’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
$967K Sell
6,073
-91
-1% -$14.5K 0.55% 42
2025
Q1
$1.05M Buy
6,164
+37
+0.6% +$6.31K 0.66% 38
2024
Q4
$1.03M Buy
6,127
+95
+2% +$15.9K 0.64% 38
2024
Q3
$1.04M Buy
6,032
+119
+2% +$20.6K 0.64% 36
2024
Q2
$975K Buy
5,913
+243
+4% +$40.1K 0.64% 36
2024
Q1
$920K Buy
5,670
+37
+0.7% +$6K 0.63% 39
2023
Q4
$825K Buy
5,633
+191
+4% +$28K 0.61% 39
2023
Q3
$794K Buy
5,442
+132
+2% +$19.3K 0.65% 40
2023
Q2
$806K Buy
5,310
+1
+0% +$152 0.63% 39
2023
Q1
$789K Sell
5,309
-55
-1% -$8.18K 0.65% 41
2022
Q4
$813K Sell
5,364
-66
-1% -$10K 0.68% 39
2022
Q3
$685K Buy
5,430
+8
+0.1% +$1.01K 0.64% 41
2022
Q2
$780K Buy
5,422
+41
+0.8% +$5.9K 0.67% 37
2022
Q1
$822K Buy
5,381
+336
+7% +$51.3K 0.62% 40
2021
Q4
$825K Buy
+5,045
New +$825K 0.62% 35