WealthPLAN 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 | $341K | Sell |
2,139
-191
| -8% | -$30.4K | 0.05% | 200 |
|
|
2025
Q1 | $397K | Sell |
2,330
-601
| -21% | -$102K | 0.06% | 185 |
|
|
2024
Q4 | $491K | Sell |
2,931
-172
| -6% | -$28.8K | 0.07% | 173 |
|
|
2024
Q3 | $537K | Sell |
3,103
-585
| -16% | -$101K | 0.07% | 173 |
|
|
2024
Q2 | $608K | Buy |
3,688
+607
| +20% | +$100K | 0.07% | 187 |
|
|
2024
Q1 | $500K | Sell |
3,081
-1,596
| -34% | -$259K | 0.05% | 206 |
|
|
2023
Q4 | $685K | Sell |
4,677
-152
| -3% | -$22.3K | 0.07% | 183 |
|
|
2023
Q3 | $704K | Buy |
4,829
+544
| +13% | +$79.3K | 0.08% | 168 |
|
|
2023
Q2 | $650K | Sell |
4,285
-449
| -9% | -$68.1K | 0.09% | 164 |
|
|
2023
Q1 | $704K | Sell |
4,734
-1,764
| -27% | -$262K | 0.08% | 169 |
|
|
2022
Q4 | $905K | Buy |
+6,498
| New | +$905K | 0.06% | 183 |
|
|
2022
Q1 | $1.22M | Sell |
7,575
-774
| -9% | -$124K | 0.08% | 154 |
|
|
2021
Q4 | $1.34M | Buy |
8,349
+74
| +0.9% | +$11.9K | 0.09% | 147 |
|
|
2021
Q3 | $1.26M | Buy |
8,275
+3
| +0% | +$455 | 0.08% | 153 |
|
|
2021
Q2 | $1.18M | Buy |
8,272
+1,047
| +14% | +$149K | 0.08% | 140 |
|
|
2021
Q1 | $972K | Sell |
7,225
-1,663
| -19% | -$224K | 0.08% | 147 |
|
|
2020
Q4 | $1.15M | Sell |
8,888
-50
| -0.6% | -$6.45K | 0.1% | 129 |
|
|
2020
Q3 | $1.27M | Buy |
8,938
+449
| +5% | +$63.8K | 0.12% | 109 |
|
|
2020
Q2 | $1.15M | Buy |
8,489
+102
| +1% | +$13.9K | 0.12% | 113 |
|
|
2020
Q1 | $954K | Sell |
8,387
-1,664
| -17% | -$189K | 0.12% | 111 |
|
|
2019
Q4 | $1.24M | Buy |
10,051
+560
| +6% | +$69.1K | 0.15% | 97 |
|
|
2019
Q3 | $1.15M | Buy |
9,491
+1,110
| +13% | +$134K | 0.16% | 99 |
|
|
2019
Q2 | $983K | Buy |
8,381
+1,330
| +19% | +$156K | 0.15% | 105 |
|
|
2019
Q1 | $753K | Sell |
7,051
-35
| -0.5% | -$3.74K | 0.12% | 125 |
|
|
2018
Q4 | $698K | Sell |
7,086
-1,926
| -21% | -$190K | 0.11% | 125 |
|
|
2018
Q3 | $831K | Buy |
9,012
+476
| +6% | +$43.9K | 0.15% | 108 |
|
|
2018
Q2 | $666K | Buy |
8,536
+1,222
| +17% | +$95.3K | 0.14% | 121 |
|
|
2018
Q1 | $580K | Buy |
7,314
+3,295
| +82% | +$261K | 0.13% | 126 |
|
|
2017
Q4 | $369K | Sell |
4,019
-1,778
| -31% | -$163K | 0.1% | 147 |
|
|
2017
Q3 | $527K | Buy |
5,797
+390
| +7% | +$35.5K | 0.15% | 109 |
|
|
2017
Q2 | $471K | Buy |
5,407
+3,364
| +165% | +$293K | 0.14% | 110 |
|
|
2017
Q1 | $184K | Buy |
+2,043
| New | +$184K | 0.64% | 33 |
|
|
2016
Q3 | $1.06M | Sell |
12,044
-12,428
| -51% | -$1.1M | 0.35% | 51 |
|
|
2016
Q2 | $1.09M | Buy |
+24,472
| New | +$1.09M | 0.14% | 114 |
|
|
2015
Q4 | $243K | Buy |
+6,057
| New | +$243K | 0.04% | 233 |
|
|
2015
Q2 | $134K | Sell |
1,716
-397
| -19% | -$31K | 0.06% | 108 |
|
|
2015
Q1 | $173K | Buy |
+2,113
| New | +$173K | 0.08% | 125 |
|