Wealthcare Advisory Partners’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 | $5.69M | Buy |
35,723
+1,172
| +3% | +$187K | 0.13% | 142 |
|
2025
Q1 | $5.89M | Buy |
34,551
+1,137
| +3% | +$194K | 0.16% | 117 |
|
2024
Q4 | $5.6M | Sell |
33,414
-188
| -0.6% | -$31.5K | 0.16% | 125 |
|
2024
Q3 | $5.82M | Sell |
33,602
-285
| -0.8% | -$49.4K | 0.17% | 118 |
|
2024
Q2 | $5.59M | Buy |
33,887
+1,393
| +4% | +$230K | 0.17% | 101 |
|
2024
Q1 | $5.27M | Buy |
32,494
+4,618
| +17% | +$749K | 0.17% | 104 |
|
2023
Q4 | $4.08M | Sell |
27,876
-149
| -0.5% | -$21.8K | 0.16% | 109 |
|
2023
Q3 | $4.09M | Sell |
28,025
-16
| -0.1% | -$2.33K | 0.19% | 93 |
|
2023
Q2 | $4.25M | Sell |
28,041
-1,399
| -5% | -$212K | 0.19% | 96 |
|
2023
Q1 | $4.38M | Buy |
29,440
+292
| +1% | +$43.4K | 0.19% | 93 |
|
2022
Q4 | $4.42M | Buy |
29,148
+2,240
| +8% | +$339K | 0.21% | 87 |
|
2022
Q3 | $3.4M | Buy |
26,908
+854
| +3% | +$108K | 0.19% | 93 |
|
2022
Q2 | $3.75M | Buy |
26,054
+8,151
| +46% | +$1.17M | 0.23% | 73 |
|
2022
Q1 | $2.74M | Buy |
17,903
+1,333
| +8% | +$204K | 0.17% | 77 |
|
2021
Q4 | $2.71M | Sell |
16,570
-1,533
| -8% | -$251K | 0.16% | 79 |
|
2021
Q3 | $2.53M | Buy |
18,103
+344
| +2% | +$48.1K | 0.17% | 84 |
|
2021
Q2 | $2.4M | Buy |
17,759
+3,550
| +25% | +$479K | 0.16% | 88 |
|
2021
Q1 | $1.92M | Buy |
14,209
+91
| +0.6% | +$12.3K | 0.14% | 95 |
|
2020
Q4 | $1.96M | Buy |
14,118
+742
| +6% | +$103K | 0.17% | 77 |
|
2020
Q3 | $1.86M | Sell |
13,376
-74
| -0.6% | -$10.3K | 0.2% | 62 |
|
2020
Q2 | $1.61M | Buy |
13,450
+40
| +0.3% | +$4.78K | 0.2% | 67 |
|
2020
Q1 | $1.48M | Sell |
13,410
-653
| -5% | -$71.8K | 0.22% | 60 |
|
2019
Q4 | $1.76M | Sell |
14,063
-26
| -0.2% | -$3.25K | 0.22% | 59 |
|
2019
Q3 | $1.75M | Buy |
14,089
+82
| +0.6% | +$10.2K | 0.25% | 53 |
|
2019
Q2 | $1.54M | Sell |
14,007
-894
| -6% | -$98K | 0.24% | 60 |
|
2019
Q1 | $1.55M | Buy |
14,901
+256
| +2% | +$26.6K | 0.26% | 56 |
|
2018
Q4 | $1.35M | Sell |
14,645
-156
| -1% | -$14.3K | 0.26% | 55 |
|
2018
Q3 | $1.23M | Buy |
14,801
+177
| +1% | +$14.7K | 0.23% | 61 |
|
2018
Q2 | $1.14M | Buy |
14,624
+1,843
| +14% | +$144K | 0.22% | 62 |
|
2018
Q1 | $1.01M | Sell |
12,781
-1,611
| -11% | -$128K | 0.23% | 60 |
|
2017
Q4 | $1.32M | Buy |
14,392
+2,852
| +25% | +$262K | 0.34% | 41 |
|
2017
Q3 | $1.05M | Buy |
11,540
+11,301
| +4,728% | +$1.03M | 0.31% | 43 |
|
2017
Q2 | $21K | Buy |
+239
| New | +$21K | 0.01% | 64 |
|