Wellspring Financial Advisors’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 | $647K | Buy |
4,058
+99
| +3% | +$15.8K | 0.06% | 72 |
|
|
2025
Q1 | $675K | Sell |
3,959
-2
| -0.1% | -$341 | 0.08% | 67 |
|
|
2024
Q4 | $664K | Sell |
3,961
-618
| -13% | -$104K | 0.07% | 67 |
|
|
2024
Q3 | $793K | Buy |
4,579
+432
| +10% | +$74.8K | 0.09% | 66 |
|
|
2024
Q2 | $684K | Buy |
4,147
+133
| +3% | +$21.9K | 0.09% | 68 |
|
|
2024
Q1 | $651K | Buy |
4,014
+175
| +5% | +$28.4K | 0.1% | 62 |
|
|
2023
Q4 | $563K | Buy |
3,839
+194
| +5% | +$28.4K | 0.14% | 67 |
|
|
2023
Q3 | $532K | Buy |
3,645
+5
| +0.1% | +$729 | 0.16% | 61 |
|
|
2023
Q2 | $552K | Buy |
3,640
+2
| +0.1% | +$303 | 0.16% | 58 |
|
|
2023
Q1 | $541K | Sell |
3,638
-679
| -16% | -$101K | 0.16% | 62 |
|
|
2022
Q4 | $654K | Buy |
4,317
+607
| +16% | +$92K | 0.22% | 58 |
|
|
2022
Q3 | $468K | Sell |
3,710
-32
| -0.9% | -$4.04K | 0.17% | 54 |
|
|
2022
Q2 | $538K | Buy |
3,742
+13
| +0.3% | +$1.87K | 0.19% | 51 |
|
|
2022
Q1 | $570K | Buy |
3,729
+108
| +3% | +$16.5K | 0.17% | 50 |
|
|
2021
Q4 | $592K | Buy |
3,621
+79
| +2% | +$12.9K | 0.17% | 53 |
|
|
2021
Q3 | $495K | Buy |
3,542
+1
| +0% | +$140 | 0.15% | 55 |
|
|
2021
Q2 | $478K | Sell |
3,541
-152
| -4% | -$20.5K | 0.15% | 56 |
|
|
2021
Q1 | $406K | Sell |
3,693
-4
| -0.1% | -$440 | 0.2% | 49 |
|
|
2020
Q4 | $514K | Buy |
3,697
+1
| +0% | +$139 | 0.18% | 54 |
|
|
2020
Q3 | $514K | Buy |
3,696
+2
| +0.1% | +$278 | 0.2% | 48 |
|
|
2020
Q2 | $442K | Buy |
3,694
+1
| +0% | +$120 | 0.18% | 51 |
|
|
2020
Q1 | $406K | Buy |
+3,693
| New | +$406K | 0.2% | 49 |
|