WFPG
Waller Financial Planning Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
11,682
-5
| -0% | -$797 | 0.45% | 28 |
|
|
2025
Q1 | $1.99M | Buy |
11,687
+73
| +0.6% | +$12.4K | 0.56% | 28 |
|
|
2024
Q4 | $1.95M | Sell |
11,614
-97
| -0.8% | -$16.3K | 0.49% | 28 |
|
|
2024
Q3 | $2.03M | Buy |
11,711
+6,894
| +143% | +$1.19M | 0.5% | 30 |
|
|
2024
Q2 | $794K | Buy |
4,817
+2,741
| +132% | +$452K | 0.21% | 41 |
|
|
2024
Q1 | $337K | Buy |
2,076
+346
| +20% | +$56.1K | 0.09% | 49 |
|
|
2023
Q4 | $254K | Hold |
1,730
| – | – | 0.07% | 54 |
|
|
2023
Q3 | $252K | Hold |
1,730
| – | – | 0.07% | 52 |
|
|
2023
Q2 | $263K | Hold |
1,730
| – | – | 0.07% | 50 |
|
|
2023
Q1 | $257K | Hold |
1,730
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $262K | Hold |
1,730
| – | – | 0.08% | 45 |
|
|
2022
Q3 | $218K | Buy |
1,730
+200
| +13% | +$25.2K | 0.07% | 49 |
|
|
2022
Q2 | $220K | Hold |
1,530
| – | – | 0.06% | 47 |
|
|
2022
Q1 | $234K | Hold |
1,530
| – | – | 0.06% | 46 |
|
|
2021
Q4 | $250K | Hold |
1,530
| – | – | 0.06% | 45 |
|
|
2021
Q3 | $214K | Sell |
1,530
-98
| -6% | -$13.7K | 0.06% | 51 |
|
|
2021
Q2 | $220K | Buy |
1,628
+98
| +6% | +$13.2K | 0.06% | 48 |
|
|
2021
Q1 | $207K | Sell |
1,530
-151
| -9% | -$20.4K | 0.06% | 45 |
|
|
2020
Q4 | $234K | Buy |
1,681
+36
| +2% | +$5.01K | 0.07% | 44 |
|
|
2020
Q3 | $229K | Buy |
+1,645
| New | +$229K | 0.08% | 45 |
|
|
2020
Q1 | – | Sell |
-1,796
| Closed | -$224K | – | 47 |
|
|
2019
Q4 | $224K | Buy |
+1,796
| New | +$224K | 0.11% | 43 |
|