WDG
Wealth Dimensions Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
177,882
+11,759
| +7% | +$1.87M | 6.25% | 3 |
|
|
2025
Q1 | $28.3M | Sell |
166,123
-1,240
| -0.7% | -$211K | 6.76% | 3 |
|
|
2024
Q4 | $28.1M | Sell |
167,363
-1,375
| -0.8% | -$231K | 6.87% | 3 |
|
|
2024
Q3 | $29.2M | Buy |
168,738
+4,065
| +2% | +$704K | 7.4% | 3 |
|
|
2024
Q2 | $27.2M | Buy |
164,673
+11,247
| +7% | +$1.85M | 7.74% | 3 |
|
|
2024
Q1 | $24.9M | Sell |
153,426
-1,631
| -1% | -$265K | 7.35% | 3 |
|
|
2023
Q4 | $22.7M | Sell |
155,057
-1,777
| -1% | -$260K | 7.2% | 2 |
|
|
2023
Q3 | $22.9M | Buy |
156,834
+13,280
| +9% | +$1.94M | 8.3% | 2 |
|
|
2023
Q2 | $21.8M | Buy |
143,554
+1,951
| +1% | +$296K | 7.93% | 2 |
|
|
2023
Q1 | $21.1M | Sell |
141,603
-2,344
| -2% | -$349K | 8.15% | 2 |
|
|
2022
Q4 | $21.8M | Buy |
143,947
+5,556
| +4% | +$842K | 8.91% | 2 |
|
|
2022
Q3 | $17.5M | Buy |
138,391
+233
| +0.2% | +$29.4K | 8.64% | 2 |
|
|
2022
Q2 | $19.9M | Buy |
138,158
+2,004
| +1% | +$288K | 9.43% | 2 |
|
|
2022
Q1 | $20.8M | Buy |
136,154
+21,223
| +18% | +$3.24M | 9.63% | 1 |
|
|
2021
Q4 | $18.8M | Sell |
114,931
-653
| -0.6% | -$107K | 9.21% | 2 |
|
|
2021
Q3 | $16.2M | Buy |
115,584
+323
| +0.3% | +$45.2K | 10.34% | 1 |
|
|
2021
Q2 | $15.6M | Buy |
115,261
+4,402
| +4% | +$594K | 10.54% | 1 |
|
|
2021
Q1 | $15M | Buy |
110,859
+456
| +0.4% | +$61.8K | 11.66% | 1 |
|
|
2020
Q4 | $15.4M | Buy |
+110,403
| New | +$15.4M | 13.26% | 1 |
|