Wealthcare Capital Management’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 | – | Sell |
-1,297
| Closed | -$221K | – | 91 |
|
|
2025
Q1 | $221K | Buy |
1,297
+3
| +0.2% | +$511 | 0.02% | 84 |
|
|
2024
Q4 | $217K | Buy |
1,294
+72
| +6% | +$12.1K | 0.02% | 86 |
|
|
2024
Q3 | $212K | Buy |
1,222
+2
| +0.2% | +$346 | 0.02% | 79 |
|
|
2024
Q2 | $201K | Buy |
+1,220
| New | +$201K | 0.02% | 83 |
|
|
2023
Q3 | – | Sell |
-1,643
| Closed | -$249K | – | 79 |
|
|
2023
Q2 | $249K | Buy |
1,643
+11
| +0.7% | +$1.67K | 0.03% | 69 |
|
|
2023
Q1 | $243K | Sell |
1,632
-61
| -4% | -$9.07K | 0.03% | 64 |
|
|
2022
Q4 | $257K | Buy |
+1,693
| New | +$257K | 0.03% | 66 |
|
|
2022
Q3 | – | Sell |
-1,943
| Closed | -$279K | – | 67 |
|
|
2022
Q2 | $279K | Buy |
1,943
+424
| +28% | +$60.9K | 0.03% | 59 |
|
|
2022
Q1 | $232K | Buy |
+1,519
| New | +$232K | 0.02% | 72 |
|
|
2021
Q2 | – | Sell |
-758
| Closed | -$103K | – | 508 |
|
|
2021
Q1 | $103K | Buy |
+758
| New | +$103K | 0.01% | 98 |
|
|
2020
Q2 | – | Sell |
-187
| Closed | -$21K | – | 194 |
|
|
2020
Q1 | $21K | Sell |
187
-152
| -45% | -$17.1K | ﹤0.01% | 131 |
|
|
2019
Q4 | $42K | Buy |
339
+189
| +126% | +$23.4K | 0.01% | 116 |
|
|
2019
Q3 | $19K | Buy |
150
+2
| +1% | +$253 | ﹤0.01% | 139 |
|
|
2019
Q2 | $16K | Buy |
148
+2
| +1% | +$216 | ﹤0.01% | 140 |
|
|
2019
Q1 | $15K | Buy |
146
+2
| +1% | +$205 | ﹤0.01% | 147 |
|
|
2018
Q4 | $13K | Buy |
144
+3
| +2% | +$271 | ﹤0.01% | 147 |
|
|
2018
Q3 | $12K | Buy |
141
+5
| +4% | +$426 | ﹤0.01% | 151 |
|
|
2018
Q2 | $11K | Hold |
136
| – | – | ﹤0.01% | 147 |
|
|
2018
Q1 | $11K | Buy |
136
+3
| +2% | +$243 | ﹤0.01% | 141 |
|
|
2017
Q4 | $12K | Sell |
133
-189
| -59% | -$17.1K | ﹤0.01% | 131 |
|
|
2017
Q3 | $29K | Buy |
322
+2
| +0.6% | +$180 | ﹤0.01% | 98 |
|
|
2017
Q2 | $28K | Sell |
320
-107
| -25% | -$9.36K | ﹤0.01% | 97 |
|
|
2017
Q1 | $38K | Buy |
427
+2
| +0.5% | +$178 | ﹤0.01% | 90 |
|
|
2016
Q4 | $36K | Sell |
425
-43
| -9% | -$3.64K | ﹤0.01% | 90 |
|
|
2016
Q3 | $42K | Sell |
468
-122
| -21% | -$10.9K | ﹤0.01% | 79 |
|
|
2016
Q2 | $50K | Sell |
590
-635
| -52% | -$53.8K | 0.01% | 70 |
|
|
2016
Q1 | $101K | Sell |
1,225
-218
| -15% | -$18K | 0.01% | 63 |
|
|
2015
Q4 | $115K | Sell |
1,443
-614
| -30% | -$48.9K | 0.01% | 63 |
|
|
2015
Q3 | $148K | Buy |
2,057
+387
| +23% | +$27.8K | 0.02% | 52 |
|
|
2015
Q2 | $131K | Sell |
1,670
-1,410
| -46% | -$111K | 0.02% | 62 |
|
|
2015
Q1 | $252K | Buy |
3,080
+2,201
| +250% | +$180K | 0.03% | 90 |
|
|
2014
Q4 | $80K | Sell |
879
-300
| -25% | -$27.3K | 0.01% | 69 |
|
|
2014
Q3 | $99K | Buy |
1,179
+366
| +45% | +$30.7K | 0.01% | 62 |
|
|
2014
Q2 | $64K | Buy |
813
+120
| +17% | +$9.45K | 0.01% | 72 |
|
|
2014
Q1 | $56K | Buy |
693
+191
| +38% | +$15.4K | 0.01% | 77 |
|
|
2013
Q4 | $41K | Buy |
502
+371
| +283% | +$30.3K | 0.01% | 53 |
|
|
2013
Q3 | $10K | Buy |
131
+16
| +14% | +$1.22K | ﹤0.01% | 78 |
|
|
2013
Q2 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 82 |
|