Waverly Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Buy |
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|
2025
Q1 | $49.9M | Buy |
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|
2024
Q4 | $44.6M | Buy |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $6.32M | Buy |
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|
2023
Q4 | $3.93M | Buy |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.5M | Buy |
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|
2023
Q1 | $993K | Sell |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $861K | Sell |
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|
2021
Q3 | $939K | Buy |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $974K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $503K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.73M | Sell |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.7M | Buy |
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|
2016
Q4 | $623K | Buy |
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|
2016
Q3 | $562K | Hold |
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|
2016
Q2 | $530K | Sell |
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|
2016
Q1 | $695K | Buy |
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|
2015
Q4 | $577K | Buy |
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|
2015
Q3 | $244K | Sell |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | $235K | Sell |
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|
2014
Q4 | $270K | Buy |
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|
2014
Q3 | $227K | Sell |
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|
2014
Q2 | $824K | Buy |
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|
2014
Q1 | $812K | Buy |
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|
2013
Q4 | $448K | Buy |
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|
2013
Q3 | $406K | Buy |
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|
2013
Q2 | $397K | Buy |
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