Wealth Advisors of Iowa’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 | $318K | Sell |
1,998
-60
| -3% | -$9.56K | 0.12% | 54 |
|
|
2025
Q1 | $351K | Sell |
2,058
-80
| -4% | -$13.6K | 0.15% | 50 |
|
|
2024
Q4 | $358K | Hold |
2,138
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $370K | Hold |
2,138
| – | – | 0.19% | 41 |
|
|
2024
Q2 | $353K | Hold |
2,138
| – | – | 0.2% | 28 |
|
|
2024
Q1 | $347K | Hold |
2,138
| – | – | 0.21% | 40 |
|
|
2023
Q4 | $313K | Buy |
2,138
+207
| +11% | +$30.3K | 0.21% | 43 |
|
|
2023
Q3 | $282K | Sell |
1,931
-17
| -0.9% | -$2.48K | 0.2% | 48 |
|
|
2023
Q2 | $296K | Buy |
1,948
+1
| +0.1% | +$152 | 0.21% | 45 |
|
|
2023
Q1 | $290K | Buy |
1,947
+1
| +0.1% | +$149 | 0.23% | 44 |
|
|
2022
Q4 | $295K | Buy |
1,946
+99
| +5% | +$15K | 0.24% | 51 |
|
|
2022
Q3 | $233K | Sell |
1,847
-3,238
| -64% | -$408K | 0.22% | 45 |
|
|
2022
Q2 | $745K | Buy |
5,085
+3,694
| +266% | +$541K | 0.13% | 50 |
|
|
2022
Q1 | $213K | Hold |
1,391
| – | – | 0.11% | 57 |
|
|
2021
Q4 | $228K | Buy |
+1,391
| New | +$228K | 0.12% | 53 |
|