Wealth Advisory Solutions’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 | $419K | Buy |
2,632
+1,348
| +105% | +$215K | 0.11% | 97 |
|
|
2025
Q1 | $219K | Hold |
1,284
| – | – | 0.06% | 130 |
|
|
2024
Q4 | $215K | Buy |
+1,284
| New | +$215K | 0.06% | 119 |
|
|
2023
Q4 | – | Sell |
-8,212
| Closed | -$1.2M | – | 101 |
|
|
2023
Q3 | $1.2M | Buy |
+8,212
| New | +$1.2M | 0.23% | 66 |
|
|
2023
Q2 | – | Sell |
-9,062
| Closed | -$1.35M | – | 120 |
|
|
2023
Q1 | $1.35M | Sell |
9,062
-61
| -0.7% | -$9.07K | 0.36% | 61 |
|
|
2022
Q4 | $1.37M | Sell |
9,123
-1,106
| -11% | -$167K | 0.37% | 67 |
|
|
2022
Q3 | $1.29M | Sell |
10,229
-164
| -2% | -$20.7K | 0.36% | 72 |
|
|
2022
Q2 | $1.5M | Buy |
10,393
+26
| +0.3% | +$3.74K | 0.37% | 72 |
|
|
2022
Q1 | $1.58M | Buy |
+10,367
| New | +$1.58M | 0.33% | 72 |
|
|
2021
Q3 | $1.45M | Buy |
10,373
+1,071
| +12% | +$150K | 0.32% | 71 |
|
|
2021
Q2 | $1.26M | Sell |
9,302
-27,142
| -74% | -$3.66M | 0.3% | 82 |
|
|
2021
Q1 | $3.11M | Buy |
36,444
+23,218
| +176% | +$1.98M | 2.32% | 13 |
|
|
2020
Q4 | $1.87M | Sell |
13,226
-7
| -0.1% | -$989 | 0.51% | 55 |
|
|
2020
Q3 | $1.84M | Sell |
13,233
-351
| -3% | -$48.8K | 0.49% | 60 |
|
|
2020
Q2 | $1.62M | Sell |
13,584
-489
| -3% | -$58.5K | 0.45% | 63 |
|
|
2020
Q1 | $1.55M | Sell |
14,073
-23,356
| -62% | -$2.57M | 0.53% | 61 |
|
|
2019
Q4 | $4.67M | Buy |
+37,429
| New | +$4.67M | 1.23% | 19 |
|