WealthShield 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 | $1.66M | Sell |
10,420
-206
| -2% | -$32.8K | 0.2% | 127 |
|
|
2025
Q1 | $1.81M | Buy |
10,626
+736
| +7% | +$125K | 0.23% | 116 |
|
|
2024
Q4 | $1.66M | Sell |
9,890
-420
| -4% | -$70.4K | 0.24% | 109 |
|
|
2024
Q3 | $1.79M | Buy |
10,310
+393
| +4% | +$68.1K | 0.24% | 108 |
|
|
2024
Q2 | $1.64M | Buy |
9,917
+694
| +8% | +$114K | 0.25% | 105 |
|
|
2024
Q1 | $1.5M | Sell |
9,223
-971
| -10% | -$158K | 0.24% | 116 |
|
|
2023
Q4 | $1.49M | Buy |
10,194
+147
| +1% | +$21.5K | 0.25% | 113 |
|
|
2023
Q3 | $1.47M | Buy |
10,047
+197
| +2% | +$28.7K | 0.22% | 120 |
|
|
2023
Q2 | $1.49M | Buy |
9,850
+123
| +1% | +$18.7K | 0.23% | 112 |
|
|
2023
Q1 | $1.45M | Sell |
9,727
-277
| -3% | -$41.2K | 0.23% | 114 |
|
|
2022
Q4 | $1.52M | Buy |
10,004
+2,350
| +31% | +$356K | 0.29% | 98 |
|
|
2022
Q3 | $966K | Buy |
7,654
+21
| +0.3% | +$2.65K | 0.19% | 131 |
|
|
2022
Q2 | $1.1M | Buy |
7,633
+67
| +0.9% | +$9.63K | 0.22% | 118 |
|
|
2022
Q1 | $1.16M | Buy |
7,566
+990
| +15% | +$151K | 0.19% | 129 |
|
|
2021
Q4 | $1.08M | Buy |
6,576
+2,200
| +50% | +$360K | 0.18% | 123 |
|
|
2021
Q3 | $612K | Sell |
4,376
-255
| -6% | -$35.7K | 0.16% | 122 |
|
|
2021
Q2 | $625K | Sell |
4,631
-1,142
| -20% | -$154K | 0.1% | 142 |
|
|
2021
Q1 | $782K | Sell |
5,773
-10,904
| -65% | -$1.48M | 0.14% | 115 |
|
|
2020
Q4 | $2.32M | Buy |
16,677
+652
| +4% | +$90.7K | 0.43% | 60 |
|
|
2020
Q3 | $2.23M | Buy |
16,025
+523
| +3% | +$72.7K | 0.78% | 32 |
|
|
2020
Q2 | $1.85M | Buy |
15,502
+8,394
| +118% | +$1M | 0.85% | 30 |
|
|
2020
Q1 | $782K | Sell |
7,108
-1,048
| -13% | -$115K | 0.48% | 47 |
|
|
2019
Q4 | $1.02M | Buy |
8,156
+331
| +4% | +$41.4K | 0.5% | 41 |
|
|
2019
Q3 | $973K | Buy |
7,825
+956
| +14% | +$119K | 0.52% | 42 |
|
|
2019
Q2 | $753K | Buy |
6,869
+1,395
| +25% | +$153K | 0.44% | 50 |
|
|
2019
Q1 | $570K | Buy |
5,474
+1,619
| +42% | +$169K | 0.32% | 65 |
|
|
2018
Q4 | $354K | Buy |
3,855
+996
| +35% | +$91.5K | 0.24% | 79 |
|
|
2018
Q3 | $238K | Sell |
2,859
-201
| -7% | -$16.7K | 0.14% | 116 |
|
|
2018
Q2 | $239K | Sell |
3,060
-144
| -4% | -$11.2K | 0.15% | 105 |
|
|
2018
Q1 | $254K | Buy |
3,204
+478
| +18% | +$37.9K | 0.16% | 100 |
|
|
2017
Q4 | $248K | Buy |
+2,726
| New | +$248K | 0.15% | 113 |
|