WAOTB
Wealth Advisors of Tampa Bay’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
1,718
| – | – | 0.1% | 79 |
|
|
2025
Q1 | $293K | Sell |
1,718
-4
| -0.2% | -$682 | 0.12% | 77 |
|
|
2024
Q4 | $289K | Hold |
1,722
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $298K | Buy |
1,722
+4
| +0.2% | +$693 | 0.12% | 76 |
|
|
2024
Q2 | $283K | Hold |
1,718
| – | – | 0.13% | 72 |
|
|
2024
Q1 | $279K | Sell |
1,718
-115
| -6% | -$18.7K | 0.13% | 71 |
|
|
2023
Q4 | $269K | Sell |
1,833
-1,833
| -50% | -$269K | 0.14% | 71 |
|
|
2023
Q3 | $535K | Buy |
3,666
+1,753
| +92% | +$256K | 0.15% | 67 |
|
|
2023
Q2 | $290K | Hold |
1,913
| – | – | 0.16% | 65 |
|
|
2023
Q1 | $284K | Sell |
1,913
-100
| -5% | -$14.9K | 0.16% | 62 |
|
|
2022
Q4 | $305K | Sell |
2,013
-139
| -6% | -$21.1K | 0.19% | 61 |
|
|
2022
Q3 | $272K | Sell |
2,152
-2,302
| -52% | -$291K | 0.19% | 66 |
|
|
2022
Q2 | $640K | Sell |
4,454
-200
| -4% | -$28.7K | 0.2% | 63 |
|
|
2022
Q1 | $712K | Sell |
4,654
-34,010
| -88% | -$5.2M | 0.19% | 67 |
|
|
2021
Q4 | $6.33M | Buy |
38,664
+19,324
| +100% | +$3.16M | 1.55% | 26 |
|
|
2021
Q3 | $2.7M | Sell |
19,340
-63
| -0.3% | -$8.81K | 1.49% | 33 |
|
|
2021
Q2 | $2.62M | Buy |
19,403
+100
| +0.5% | +$13.5K | 1.46% | 34 |
|
|
2021
Q1 | $2.61M | Buy |
19,303
+1,276
| +7% | +$173K | 1.55% | 30 |
|
|
2020
Q4 | $2.51M | Sell |
18,027
-95
| -0.5% | -$13.2K | 1.75% | 25 |
|
|
2020
Q3 | $2.52M | Sell |
18,122
-199
| -1% | -$27.7K | 1.87% | 21 |
|
|
2020
Q2 | $2.19M | Buy |
18,321
+61
| +0.3% | +$7.3K | 1.83% | 23 |
|
|
2020
Q1 | $2.01M | Buy |
18,260
+508
| +3% | +$55.9K | 2.25% | 18 |
|
|
2019
Q4 | $2.22M | Hold |
17,752
| – | – | 2.04% | 22 |
|
|
2019
Q3 | $2.21M | Sell |
17,752
-28,010
| -61% | -$3.48M | 1.83% | 25 |
|
|
2019
Q2 | $5.02M | Sell |
45,762
-11,209
| -20% | -$1.23M | 3.64% | 1 |
|
|
2019
Q1 | $5.93M | Sell |
56,971
-4,178
| -7% | -$435K | 4.3% | 1 |
|
|
2018
Q4 | $5.62M | Sell |
61,149
-4,062
| -6% | -$374K | 4.57% | 1 |
|
|
2018
Q3 | $5.42M | Buy |
65,211
+724
| +1% | +$60.2K | 3.8% | 1 |
|
|
2018
Q2 | $5.04M | Buy |
64,487
+2,400
| +4% | +$188K | 3.85% | 1 |
|
|
2018
Q1 | $4.92M | Buy |
62,087
+14,605
| +31% | +$1.16M | 3.56% | 1 |
|
|
2017
Q4 | $4.35M | Buy |
+47,482
| New | +$4.35M | 2.99% | 9 |
|