Wealthspire Advisors (New York)’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 | $22.7M | Buy |
142,490
+16
| +0% | +$2.55K | 0.13% | 75 |
|
|
2025
Q1 | $24.3M | Buy |
142,474
+70,007
| +97% | +$11.9M | 0.15% | 72 |
|
|
2024
Q4 | $12.1M | Sell |
72,467
-646
| -0.9% | -$108K | 0.12% | 86 |
|
|
2024
Q3 | $12.7M | Buy |
73,113
+21,722
| +42% | +$3.76M | 0.13% | 83 |
|
|
2024
Q2 | $8.48M | Sell |
51,391
-417
| -0.8% | -$68.8K | 0.11% | 89 |
|
|
2024
Q1 | $8.41M | Sell |
51,808
-1,249
| -2% | -$203K | 0.11% | 85 |
|
|
2023
Q4 | $7.77M | Buy |
53,057
+8,179
| +18% | +$1.2M | 0.11% | 86 |
|
|
2023
Q3 | $6.55M | Buy |
44,878
+8,453
| +23% | +$1.23M | 0.11% | 90 |
|
|
2023
Q2 | $5.53M | Buy |
36,425
+282
| +0.8% | +$42.8K | 0.09% | 93 |
|
|
2023
Q1 | $5.37M | Sell |
36,143
-5,765
| -14% | -$857K | 0.09% | 92 |
|
|
2022
Q4 | $6.35M | Buy |
41,908
+4,965
| +13% | +$752K | 0.12% | 85 |
|
|
2022
Q3 | $4.66M | Buy |
36,943
+4,164
| +13% | +$526K | 0.1% | 96 |
|
|
2022
Q2 | $4.71M | Buy |
32,779
+2,944
| +10% | +$423K | 0.1% | 93 |
|
|
2022
Q1 | $4.56M | Sell |
29,835
-7,254
| -20% | -$1.11M | 0.1% | 78 |
|
|
2021
Q4 | $6.07M | Sell |
37,089
-2,534
| -6% | -$415K | 0.13% | 74 |
|
|
2021
Q3 | $5.54M | Buy |
39,623
+15,146
| +62% | +$2.12M | 0.11% | 90 |
|
|
2021
Q2 | $3.3M | Sell |
24,477
-40,028
| -62% | -$5.4M | 0.09% | 81 |
|
|
2021
Q1 | $8.74M | Buy |
64,505
+17,196
| +36% | +$2.33M | 0.21% | 63 |
|
|
2020
Q4 | $6.58M | Buy |
47,309
+27,756
| +142% | +$3.86M | 0.2% | 61 |
|
|
2020
Q3 | $2.72M | Buy |
19,553
+763
| +4% | +$106K | 0.16% | 66 |
|
|
2020
Q2 | $2.25M | Sell |
18,790
-35,592
| -65% | -$4.26M | 0.16% | 59 |
|
|
2020
Q1 | $5.98M | Buy |
54,382
+42,165
| +345% | +$4.64M | 0.25% | 59 |
|
|
2019
Q4 | $1.53M | Buy |
12,217
+1,938
| +19% | +$242K | 0.11% | 50 |
|
|
2019
Q3 | $1.28M | Buy |
10,279
+5,294
| +106% | +$659K | 0.1% | 41 |
|
|
2019
Q2 | $547K | Buy |
4,985
+1,582
| +46% | +$174K | 0.05% | 47 |
|
|
2019
Q1 | $354K | Buy |
3,403
+580
| +21% | +$60.3K | 0.03% | 33 |
|
|
2018
Q4 | $259K | Buy |
+2,823
| New | +$259K | 0.03% | 58 |
|