WA
WealthTrust Axiom’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
6,566
-324
| -5% | -$51.6K | 0.31% | 73 |
|
2025
Q1 | $1.17M | Buy |
6,890
+244
| +4% | +$41.6K | 0.36% | 60 |
|
2024
Q4 | $1.11M | Buy |
6,646
+35
| +0.5% | +$5.87K | 0.33% | 67 |
|
2024
Q3 | $1.15M | Buy |
6,611
+45
| +0.7% | +$7.79K | 0.34% | 69 |
|
2024
Q2 | $1.08M | Hold |
6,566
| – | – | 0.36% | 66 |
|
2024
Q1 | $1.07M | Sell |
6,566
-31
| -0.5% | -$5.03K | 0.34% | 69 |
|
2023
Q4 | $967K | Buy |
6,597
+31
| +0.5% | +$4.54K | 0.32% | 69 |
|
2023
Q3 | $958K | Sell |
6,566
-1,066
| -14% | -$155K | 0.34% | 63 |
|
2023
Q2 | $1.16M | Hold |
7,632
| – | – | 0.38% | 57 |
|
2023
Q1 | $1.13M | Buy |
7,632
+186
| +2% | +$27.7K | 0.39% | 60 |
|
2022
Q4 | $1.13M | Hold |
7,446
| – | – | 0.39% | 62 |
|
2022
Q3 | $940K | Hold |
7,446
| – | – | 0.36% | 68 |
|
2022
Q2 | $1.07M | Hold |
7,446
| – | – | 0.38% | 67 |
|
2022
Q1 | $1.14M | Hold |
7,446
| – | – | 0.36% | 71 |
|
2021
Q4 | $1.22M | Hold |
7,446
| – | – | 0.39% | 61 |
|
2021
Q3 | $1.04M | Buy |
7,446
+46
| +0.6% | +$6.43K | 0.35% | 69 |
|
2021
Q2 | $998K | Buy |
7,400
+250
| +3% | +$33.7K | 0.32% | 72 |
|
2021
Q1 | $968K | Buy |
7,150
+46
| +0.6% | +$6.23K | 0.33% | 72 |
|
2020
Q4 | $988K | Hold |
7,104
| – | – | 0.36% | 69 |
|
2020
Q3 | $987K | Sell |
7,104
-25
| -0.4% | -$3.47K | 0.43% | 58 |
|
2020
Q2 | $852K | Sell |
7,129
-1,183
| -14% | -$141K | 0.38% | 63 |
|
2020
Q1 | $914K | Sell |
8,312
-114
| -1% | -$12.5K | 0.45% | 56 |
|
2019
Q4 | $1.05M | Sell |
8,426
-1,000
| -11% | -$125K | 0.35% | 70 |
|
2019
Q3 | $1.17M | Hold |
9,426
| – | – | 0.41% | 65 |
|
2019
Q2 | $1.03M | Sell |
9,426
-78
| -0.8% | -$8.55K | 0.36% | 73 |
|
2019
Q1 | $988K | Hold |
9,504
| – | – | 0.35% | 69 |
|
2018
Q4 | $873K | Hold |
9,504
| – | – | 0.36% | 73 |
|
2018
Q3 | $791K | Sell |
9,504
-345
| -4% | -$28.7K | 0.27% | 89 |
|
2018
Q2 | $768K | Sell |
9,849
-200
| -2% | -$15.6K | 0.27% | 84 |
|
2018
Q1 | $796K | Hold |
10,049
| – | – | 0.29% | 80 |
|
2017
Q4 | $923K | Hold |
10,049
| – | – | 0.34% | 71 |
|
2017
Q3 | $914K | Hold |
10,049
| – | – | 0.35% | 72 |
|
2017
Q2 | $875K | Hold |
10,049
| – | – | 0.33% | 78 |
|
2017
Q1 | $902K | Sell |
10,049
-748
| -7% | -$67.1K | 0.33% | 78 |
|
2016
Q4 | $907K | Buy |
10,797
+901
| +9% | +$75.7K | 0.33% | 81 |
|
2016
Q3 | $888K | Sell |
9,896
-151
| -2% | -$13.6K | 0.33% | 81 |
|
2016
Q2 | $850K | Buy |
10,047
+2
| +0% | +$169 | 0.33% | 79 |
|
2016
Q1 | $826K | Buy |
10,045
+2
| +0% | +$164 | 0.33% | 76 |
|
2015
Q4 | $797K | Buy |
10,043
+2
| +0% | +$159 | 0.32% | 78 |
|
2015
Q3 | $722K | Buy |
10,041
+501
| +5% | +$36K | 0.3% | 81 |
|
2015
Q2 | $746K | Sell |
9,540
-172
| -2% | -$13.5K | 0.28% | 83 |
|
2015
Q1 | $795K | Buy |
9,712
+2
| +0% | +$164 | 0.28% | 81 |
|
2014
Q4 | $884K | Buy |
9,710
+1
| +0% | +$91 | 0.31% | 73 |
|
2014
Q3 | $813K | Buy |
9,709
+2
| +0% | +$167 | 0.29% | 80 |
|
2014
Q2 | $762K | Sell |
9,707
-179
| -2% | -$14.1K | 0.26% | 83 |
|
2014
Q1 | $796K | Buy |
9,886
+152
| +2% | +$12.2K | 0.29% | 74 |
|
2013
Q4 | $792K | Buy |
9,734
+654
| +7% | +$53.2K | 0.3% | 72 |
|
2013
Q3 | $686K | Sell |
9,080
-179
| -2% | -$13.5K | 0.28% | 76 |
|
2013
Q2 | $712K | Buy |
+9,259
| New | +$712K | 0.31% | 69 |
|