Wellspring Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $675K | Sell |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $651K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $478K | Sell |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $514K | Buy |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $406K | Buy |
|