Wealth Advisors of Iowa’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
$318K Sell
2025
Q1
$351K Sell
2024
Q4
$358K Hold
2024
Q3
$370K Hold
2024
Q2
$353K Hold
2024
Q1
$347K Hold
2023
Q4
$313K Buy
2023
Q3
$282K Sell
2023
Q2
$296K Buy
2023
Q1
$290K Buy
2022
Q4
$295K Buy
2022
Q3
$233K Sell
2022
Q2
$745K Buy
2022
Q1
$213K Hold
2021
Q4
$228K Buy