Wealthquest’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 | $27.8M | Sell |
174,401
-1,257
| -0.7% | -$200K | 2.19% | 14 |
|
|
2025
Q1 | $29.9M | Sell |
175,658
-1,355
| -0.8% | -$231K | 2.5% | 14 |
|
|
2024
Q4 | $29.7M | Buy |
177,013
+2,904
| +2% | +$487K | 2.41% | 14 |
|
|
2024
Q3 | $30.1M | Sell |
174,109
-6,341
| -4% | -$1.1M | 2.65% | 14 |
|
|
2024
Q2 | $29.8M | Sell |
180,450
-543
| -0.3% | -$89.6K | 3.17% | 11 |
|
|
2024
Q1 | $29.4M | Sell |
180,993
-5,149
| -3% | -$835K | 3.15% | 12 |
|
|
2023
Q4 | $27.3M | Sell |
186,142
-688
| -0.4% | -$101K | 3.02% | 11 |
|
|
2023
Q3 | $27.3M | Buy |
186,830
+4,852
| +3% | +$708K | 3.34% | 9 |
|
|
2023
Q2 | $27.6M | Buy |
181,978
+2,863
| +2% | +$434K | 3.3% | 9 |
|
|
2023
Q1 | $26.6M | Sell |
179,115
-2,617
| -1% | -$389K | 3.46% | 9 |
|
|
2022
Q4 | $27.5M | Sell |
181,732
-3,850
| -2% | -$584K | 3.54% | 9 |
|
|
2022
Q3 | $23.4M | Buy |
185,582
+2,638
| +1% | +$333K | 3.28% | 10 |
|
|
2022
Q2 | $26.3M | Sell |
182,944
-12,876
| -7% | -$1.85M | 3.97% | 9 |
|
|
2022
Q1 | $32M | Hold |
195,820
| – | – | 4.91% | 5 |
|
|
2021
Q4 | $32M | Sell |
195,820
-21,508
| -10% | -$3.52M | 4.91% | 5 |
|
|
2021
Q3 | $30.4M | Buy |
217,328
+20,547
| +10% | +$2.87M | 5.13% | 5 |
|
|
2021
Q2 | $26.6M | Buy |
196,781
+1,729
| +0.9% | +$233K | 4.54% | 5 |
|
|
2021
Q1 | $26.4M | Sell |
195,052
-2,665
| -1% | -$361K | 4.94% | 5 |
|
|
2020
Q4 | $27.5M | Sell |
197,717
-5,426
| -3% | -$755K | 5.89% | 5 |
|
|
2020
Q3 | $28.2M | Buy |
203,143
+1,947
| +1% | +$271K | 6.99% | 2 |
|
|
2020
Q2 | $24.1M | Buy |
+201,196
| New | +$24.1M | 6.12% | 2 |
|
|
2019
Q4 | $19.2M | Buy |
157,880
+1,911
| +1% | +$232K | 5.49% | 5 |
|
|
2019
Q3 | $19.4M | Sell |
155,969
-1,001
| -0.6% | -$125K | 6.48% | 3 |
|
|
2019
Q2 | $17.2M | Buy |
156,970
+5,587
| +4% | +$613K | 6.5% | 4 |
|
|
2019
Q1 | $15.8M | Buy |
151,383
+2,118
| +1% | +$220K | 5.95% | 4 |
|
|
2018
Q4 | $13.7M | Buy |
+149,265
| New | +$13.7M | 5.62% | 4 |
|
|
2015
Q3 | $9.93M | Sell |
138,052
-7,042
| -5% | -$507K | 17.99% | 2 |
|
|
2015
Q2 | $11.4M | Buy |
145,094
+25,888
| +22% | +$2.03M | 16.63% | 3 |
|
|
2015
Q1 | $9.77M | Sell |
119,206
-6,981
| -6% | -$572K | 14.07% | 3 |
|
|
2014
Q4 | $11.5M | Buy |
+126,187
| New | +$11.5M | 11.74% | 4 |
|