WESPAC Advisors SoCal’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 | $8.06M | Buy |
50,617
+7,619
| +18% | +$1.21M | 1.8% | 21 |
|
|
2025
Q1 | $7.33M | Buy |
42,998
+3,273
| +8% | +$558K | 1.91% | 22 |
|
|
2024
Q4 | $6.66M | Sell |
39,725
-300
| -0.7% | -$50.3K | 1.51% | 24 |
|
|
2024
Q3 | $6.93M | Buy |
40,025
+1,946
| +5% | +$337K | 1.6% | 23 |
|
|
2024
Q2 | $6.28M | Buy |
38,079
+6,305
| +20% | +$1.04M | 1.58% | 24 |
|
|
2024
Q1 | $5.16M | Buy |
31,774
+2,400
| +8% | +$389K | 1.35% | 27 |
|
|
2023
Q4 | $4.3M | Buy |
29,374
+1,884
| +7% | +$276K | 1.25% | 30 |
|
|
2023
Q3 | $4.01M | Sell |
27,490
-265
| -1% | -$38.7K | 1.35% | 27 |
|
|
2023
Q2 | $4.21M | Buy |
27,755
+32
| +0.1% | +$4.86K | 1.44% | 26 |
|
|
2023
Q1 | $4.12M | Buy |
27,723
+111
| +0.4% | +$16.5K | 1.42% | 26 |
|
|
2022
Q4 | $4.18M | Buy |
27,612
+424
| +2% | +$64.3K | 1.56% | 25 |
|
|
2022
Q3 | $3.66M | Buy |
+27,188
| New | +$3.66M | 1.53% | 27 |
|
|
2019
Q2 | – | Sell |
-1,017
| Closed | -$105K | – | 237 |
|
|
2019
Q1 | $105K | Buy |
1,017
+192
| +23% | +$19.8K | 0.06% | 101 |
|
|
2018
Q4 | $75K | Buy |
825
+233
| +39% | +$21.2K | 0.05% | 108 |
|
|
2018
Q3 | $49K | Buy |
+592
| New | +$49K | 0.02% | 130 |
|
|
2018
Q2 | – | Sell |
-947
| Closed | -$75K | – | 205 |
|
|
2018
Q1 | $75K | Buy |
947
+330
| +53% | +$26.1K | 0.04% | 102 |
|
|
2017
Q4 | $56K | Buy |
617
+20
| +3% | +$1.82K | 0.03% | 114 |
|
|
2017
Q3 | $54K | Hold |
597
| – | – | 0.03% | 124 |
|
|
2017
Q2 | $52K | Sell |
597
-75
| -11% | -$6.53K | 0.03% | 121 |
|
|
2017
Q1 | $60.4K | Sell |
672
-65
| -9% | -$5.84K | 0.04% | 111 |
|
|
2016
Q4 | $62K | Hold |
737
| – | – | 0.04% | 110 |
|
|
2016
Q3 | $66.1K | Hold |
737
| – | – | 0.04% | 107 |
|
|
2016
Q2 | $62.4K | Buy |
737
+140
| +23% | +$11.9K | 0.04% | 111 |
|
|
2016
Q1 | $49.1K | Hold |
597
| – | – | 0.04% | 115 |
|
|
2015
Q4 | $47K | Buy |
+597
| New | +$47K | 0.03% | 127 |
|