WWA
WCG Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
30,673
+2,678
| +10% | +$427K | 0.32% | 86 |
|
|
2025
Q1 | $4.77M | Sell |
27,995
-294
| -1% | -$50.1K | 0.36% | 81 |
|
|
2024
Q4 | $4.74M | Buy |
28,289
+86
| +0.3% | +$14.4K | 0.31% | 92 |
|
|
2024
Q3 | $4.89M | Buy |
28,203
+372
| +1% | +$64.4K | 0.33% | 90 |
|
|
2024
Q2 | $4.59M | Buy |
27,831
+231
| +0.8% | +$38.1K | 0.34% | 81 |
|
|
2024
Q1 | $4.48M | Sell |
27,600
-12,282
| -31% | -$1.99M | 0.37% | 68 |
|
|
2023
Q4 | $5.84M | Buy |
39,882
+7,870
| +25% | +$1.15M | 0.43% | 64 |
|
|
2023
Q3 | $4.77M | Buy |
+32,012
| New | +$4.77M | 0.35% | 71 |
|
|
2022
Q4 | – | Sell |
-4,553
| Closed | -$662K | – | 246 |
|
|
2022
Q3 | $662K | Buy |
4,553
+785
| +21% | +$114K | 0.09% | 159 |
|
|
2022
Q2 | $542K | Buy |
+3,768
| New | +$542K | 0.08% | 161 |
|