Wealth Management Associates’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 | $1.46M | Sell |
9,182
-307
| -3% | -$48.9K | 0.57% | 41 |
|
|
2025
Q1 | $1.62M | Buy |
9,489
+253
| +3% | +$43.1K | 0.69% | 34 |
|
|
2024
Q4 | $1.55M | Hold |
9,236
| – | – | 0.66% | 35 |
|
|
2024
Q3 | $1.6M | Sell |
9,236
-191
| -2% | -$33.1K | 0.7% | 33 |
|
|
2024
Q2 | $1.55M | Hold |
9,427
| – | – | 0.73% | 31 |
|
|
2024
Q1 | $1.55M | Sell |
9,427
-227
| -2% | -$37.4K | 0.73% | 31 |
|
|
2023
Q4 | $1.41M | Buy |
9,654
+1,716
| +22% | +$251K | 0.75% | 29 |
|
|
2023
Q3 | $1.16M | Buy |
7,938
+121
| +2% | +$17.6K | 0.68% | 35 |
|
|
2023
Q2 | $1.19M | Sell |
7,817
-88
| -1% | -$13.4K | 0.67% | 34 |
|
|
2023
Q1 | $1.18M | Hold |
7,905
| – | – | 0.73% | 31 |
|
|
2022
Q4 | $1.2M | Sell |
7,905
-50
| -0.6% | -$7.58K | 0.8% | 30 |
|
|
2022
Q3 | $1M | Buy |
7,955
+202
| +3% | +$25.5K | 0.71% | 35 |
|
|
2022
Q2 | $1.11M | Sell |
7,753
-89
| -1% | -$12.8K | 0.76% | 30 |
|
|
2022
Q1 | $1.2M | Sell |
7,842
-61
| -0.8% | -$9.32K | 0.68% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
7,903
+807
| +11% | +$132K | 0.7% | 31 |
|
|
2021
Q3 | $992K | Buy |
7,096
+188
| +3% | +$26.3K | 0.58% | 38 |
|
|
2021
Q2 | $932K | Sell |
6,908
-107
| -2% | -$14.4K | 0.53% | 41 |
|
|
2021
Q1 | $950K | Sell |
7,015
-100
| -1% | -$13.5K | 0.6% | 37 |
|
|
2020
Q4 | $990K | Sell |
7,115
-66
| -0.9% | -$9.18K | 0.65% | 31 |
|
|
2020
Q3 | $998K | Sell |
7,181
-35
| -0.5% | -$4.86K | 0.77% | 29 |
|
|
2020
Q2 | $863K | Hold |
7,216
| – | – | 0.73% | 30 |
|
|
2020
Q1 | $794K | Sell |
7,216
-135
| -2% | -$14.9K | 0.8% | 29 |
|
|
2019
Q4 | $918K | Hold |
7,351
| – | – | 0.66% | 35 |
|
|
2019
Q3 | $914K | Buy |
7,351
+1,581
| +27% | +$197K | 0.74% | 31 |
|
|
2019
Q2 | $633K | Buy |
5,770
+200
| +4% | +$21.9K | 0.63% | 36 |
|
|
2019
Q1 | $580K | Buy |
5,570
+450
| +9% | +$46.8K | 0.63% | 37 |
|
|
2018
Q4 | $471K | Buy |
+5,120
| New | +$471K | 0.63% | 39 |
|