Wescott Financial Advisory Group’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 | $3.67M | Sell |
23,064
-79
| -0.3% | -$12.6K | 0.35% | 43 |
|
|
2025
Q1 | $3.94M | Sell |
23,143
-128
| -0.6% | -$21.8K | 0.41% | 41 |
|
|
2024
Q4 | $3.9M | Buy |
23,271
+80
| +0.3% | +$13.4K | 0.4% | 40 |
|
|
2024
Q3 | $4.02M | Buy |
23,191
+45
| +0.2% | +$7.79K | 0.43% | 41 |
|
|
2024
Q2 | $3.82M | Buy |
23,146
+2,114
| +10% | +$349K | 0.44% | 41 |
|
|
2024
Q1 | $3.41M | Sell |
21,032
-882
| -4% | -$143K | 0.42% | 41 |
|
|
2023
Q4 | $3.21M | Buy |
21,914
+4
| +0% | +$586 | 0.45% | 40 |
|
|
2023
Q3 | $3.2M | Sell |
21,910
-13
| -0.1% | -$1.9K | 0.58% | 38 |
|
|
2023
Q2 | $3.33M | Sell |
21,923
-4,276
| -16% | -$649K | 0.59% | 37 |
|
|
2023
Q1 | $3.9M | Buy |
26,199
+2,778
| +12% | +$413K | 0.85% | 29 |
|
|
2022
Q4 | $3.55M | Buy |
23,421
+412
| +2% | +$62.4K | 0.77% | 29 |
|
|
2022
Q3 | $2.91M | Buy |
23,009
+460
| +2% | +$58.1K | 0.81% | 25 |
|
|
2022
Q2 | $3.24M | Buy |
22,549
+164
| +0.7% | +$23.6K | 0.88% | 24 |
|
|
2022
Q1 | $3.42M | Buy |
22,385
+72
| +0.3% | +$11K | 0.88% | 23 |
|
|
2021
Q4 | $3.65M | Sell |
22,313
-581
| -3% | -$95K | 1.88% | 7 |
|
|
2021
Q3 | $3.2M | Buy |
22,894
+137
| +0.6% | +$19.2K | 1.81% | 7 |
|
|
2021
Q2 | $3.16M | Sell |
22,757
-320
| -1% | -$44.4K | 1.86% | 6 |
|
|
2021
Q1 | $3.13M | Hold |
23,077
| – | – | 2.03% | 6 |
|
|
2020
Q4 | $3.21M | Buy |
+23,077
| New | +$3.21M | 2.25% | 6 |
|