Wealth Architects’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 | $2.15M | Buy |
13,518
+35
| +0.3% | +$5.58K | 0.22% | 59 |
|
|
2025
Q1 | $2.3M | Buy |
13,483
+2,713
| +25% | +$462K | 0.25% | 58 |
|
|
2024
Q4 | $1.81M | Buy |
10,770
+2,880
| +37% | +$483K | 0.2% | 63 |
|
|
2024
Q3 | $1.37M | Sell |
7,890
-58
| -0.7% | -$10K | 0.15% | 67 |
|
|
2024
Q2 | $1.31M | Sell |
7,948
-188
| -2% | -$31K | 0.16% | 65 |
|
|
2024
Q1 | $1.32M | Sell |
8,136
-144
| -2% | -$23.4K | 0.17% | 63 |
|
|
2023
Q4 | $1.21M | Buy |
8,280
+250
| +3% | +$36.6K | 0.17% | 64 |
|
|
2023
Q3 | $1.17M | Buy |
8,030
+15
| +0.2% | +$2.19K | 0.2% | 61 |
|
|
2023
Q2 | $1.22M | Buy |
8,015
+63
| +0.8% | +$9.56K | 0.2% | 59 |
|
|
2023
Q1 | $1.18M | Buy |
7,952
+191
| +2% | +$28.4K | 0.21% | 58 |
|
|
2022
Q4 | $1.18M | Sell |
7,761
-5
| -0.1% | -$758 | 0.22% | 55 |
|
|
2022
Q3 | $980K | Sell |
7,766
-1,070
| -12% | -$135K | 0.21% | 51 |
|
|
2022
Q2 | $1.27M | Buy |
8,836
+1,643
| +23% | +$236K | 0.25% | 47 |
|
|
2022
Q1 | $1.1M | Buy |
7,193
+549
| +8% | +$83.9K | 0.19% | 53 |
|
|
2021
Q4 | $1.09M | Buy |
6,644
+424
| +7% | +$69.4K | 0.19% | 56 |
|
|
2021
Q3 | $870K | Buy |
6,220
+141
| +2% | +$19.7K | 0.17% | 60 |
|
|
2021
Q2 | $820K | Buy |
6,079
+1,630
| +37% | +$220K | 0.16% | 61 |
|
|
2021
Q1 | $602K | Buy |
4,449
+150
| +3% | +$20.3K | 0.13% | 72 |
|
|
2020
Q4 | $598K | Buy |
4,299
+68
| +2% | +$9.46K | 0.14% | 67 |
|
|
2020
Q3 | $588K | Buy |
4,231
+728
| +21% | +$101K | 0.16% | 62 |
|
|
2020
Q2 | $419K | Buy |
3,503
+19
| +0.5% | +$2.27K | 0.12% | 78 |
|
|
2020
Q1 | $383K | Buy |
3,484
+25
| +0.7% | +$2.75K | 0.13% | 79 |
|
|
2019
Q4 | $432K | Sell |
3,459
-710
| -17% | -$88.7K | 0.12% | 76 |
|
|
2019
Q3 | $519K | Sell |
4,169
-45
| -1% | -$5.6K | 0.16% | 58 |
|
|
2019
Q2 | $462K | Sell |
4,214
-984
| -19% | -$108K | 0.14% | 62 |
|
|
2019
Q1 | $541K | Buy |
5,198
+35
| +0.7% | +$3.64K | 0.17% | 55 |
|
|
2018
Q4 | $475K | Sell |
5,163
-1,258
| -20% | -$116K | 0.17% | 55 |
|
|
2018
Q3 | $534K | Buy |
6,421
+2,572
| +67% | +$214K | 0.16% | 57 |
|
|
2018
Q2 | $300K | Buy |
3,849
+185
| +5% | +$14.4K | 0.1% | 91 |
|
|
2018
Q1 | $290K | Sell |
3,664
-845
| -19% | -$66.9K | 0.1% | 91 |
|
|
2017
Q4 | $414K | Buy |
4,509
+88
| +2% | +$8.08K | 0.14% | 71 |
|
|
2017
Q3 | $402K | Sell |
4,421
-268
| -6% | -$24.4K | 0.14% | 74 |
|
|
2017
Q2 | $408K | Sell |
4,689
-21
| -0.4% | -$1.83K | 0.15% | 71 |
|
|
2017
Q1 | $423K | Buy |
4,710
+8
| +0.2% | +$718 | 0.17% | 69 |
|
|
2016
Q4 | $395K | Buy |
4,702
+1
| +0% | +$84 | 0.18% | 72 |
|
|
2016
Q3 | $421K | Sell |
4,701
-296
| -6% | -$26.5K | 0.19% | 66 |
|
|
2016
Q2 | $423K | Sell |
4,997
-269
| -5% | -$22.8K | 0.2% | 66 |
|
|
2016
Q1 | $433K | Sell |
5,266
-1,599
| -23% | -$131K | 0.22% | 64 |
|
|
2015
Q4 | $545K | Sell |
6,865
-394
| -5% | -$31.3K | 0.27% | 56 |
|
|
2015
Q3 | $522K | Sell |
7,259
-238
| -3% | -$17.1K | 0.28% | 50 |
|
|
2015
Q2 | $587K | Buy |
7,497
+306
| +4% | +$24K | 0.32% | 49 |
|
|
2015
Q1 | $589K | Sell |
7,191
-160
| -2% | -$13.1K | 0.34% | 41 |
|
|
2014
Q4 | $670K | Buy |
+7,351
| New | +$670K | 0.39% | 37 |
|