WESPAC 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 | $662K | Buy |
4,156
+82
| +2% | +$13.1K | 0.46% | 89 |
|
|
2025
Q1 | $694K | Buy |
4,074
+40
| +1% | +$6.82K | 0.57% | 78 |
|
|
2024
Q4 | $676K | Buy |
4,034
+2
| +0% | +$335 | 0.5% | 82 |
|
|
2024
Q3 | $698K | Buy |
4,032
+26
| +0.6% | +$4.5K | 0.52% | 68 |
|
|
2024
Q2 | $661K | Sell |
4,006
-1,677
| -30% | -$277K | 0.52% | 68 |
|
|
2024
Q1 | $922K | Sell |
5,683
-162
| -3% | -$26.3K | 0.54% | 64 |
|
|
2023
Q4 | $856K | Buy |
5,845
+2
| +0% | +$293 | 0.59% | 56 |
|
|
2023
Q3 | $852K | Buy |
5,843
+1
| +0% | +$146 | 0.64% | 57 |
|
|
2023
Q2 | $887K | Buy |
5,842
+575
| +11% | +$87.3K | 0.71% | 50 |
|
|
2023
Q1 | $783K | Buy |
5,267
+95
| +2% | +$14.1K | 0.74% | 49 |
|
|
2022
Q4 | $784K | Buy |
+5,172
| New | +$784K | 1.36% | 24 |
|
|
2022
Q2 | – | Sell |
-3,124
| Closed | -$477K | – | 117 |
|
|
2022
Q1 | $477K | Sell |
3,124
-1,929
| -38% | -$295K | 0.52% | 73 |
|
|
2021
Q4 | $827K | Buy |
5,053
+154
| +3% | +$25.2K | 0.55% | 74 |
|
|
2021
Q3 | $685K | Buy |
4,899
+3,047
| +165% | +$426K | 0.42% | 85 |
|
|
2021
Q2 | $250K | Sell |
1,852
-3,047
| -62% | -$411K | 0.48% | 86 |
|
|
2021
Q1 | $663K | Hold |
4,899
| – | – | 0.5% | 74 |
|
|
2020
Q4 | $682K | Buy |
4,899
+1,427
| +41% | +$199K | 0.53% | 73 |
|
|
2020
Q3 | $483K | Hold |
3,472
| – | – | 0.6% | 62 |
|
|
2020
Q2 | $415K | Buy |
3,472
+249
| +8% | +$29.8K | 0.47% | 68 |
|
|
2020
Q1 | $355K | Hold |
3,223
| – | – | 0.85% | 33 |
|
|
2019
Q4 | $403K | Buy |
3,223
+666
| +26% | +$83.3K | 0.39% | 71 |
|
|
2019
Q3 | $318K | Sell |
2,557
-2,362
| -48% | -$294K | 0.32% | 74 |
|
|
2019
Q2 | $539K | Sell |
4,919
-1,020
| -17% | -$112K | 0.4% | 62 |
|
|
2019
Q1 | $618K | Hold |
5,939
| – | – | 0.43% | 67 |
|
|
2018
Q4 | $546K | Sell |
5,939
-254
| -4% | -$23.4K | 0.53% | 56 |
|
|
2018
Q3 | $515K | Buy |
6,193
+3,094
| +100% | +$257K | 0.3% | 93 |
|
|
2018
Q2 | $242K | Sell |
3,099
-3,006
| -49% | -$235K | 0.25% | 94 |
|
|
2018
Q1 | $484K | Buy |
6,105
+107
| +2% | +$8.48K | 0.3% | 96 |
|
|
2017
Q4 | $551K | Sell |
5,998
-100
| -2% | -$9.19K | 0.51% | 64 |
|
|
2017
Q3 | $555K | Hold |
6,098
| – | – | 0.37% | 87 |
|
|
2017
Q2 | $531K | Buy |
6,098
+2,999
| +97% | +$261K | 0.36% | 84 |
|
|
2017
Q1 | $278K | Sell |
3,099
-2,510
| -45% | -$225K | 0.32% | 94 |
|
|
2016
Q4 | $472K | Buy |
+5,609
| New | +$472K | 0.53% | 57 |
|
|
2016
Q3 | – | Sell |
-5,039
| Closed | -$427K | – | 119 |
|
|
2016
Q2 | $427K | Buy |
5,039
+1,910
| +61% | +$162K | 0.44% | 79 |
|
|
2016
Q1 | $258K | Sell |
3,129
-500
| -14% | -$41.2K | 0.32% | 83 |
|
|
2015
Q4 | $288K | Hold |
3,629
| – | – | 0.33% | 71 |
|
|
2015
Q3 | $261K | Sell |
3,629
-1,450
| -29% | -$104K | 0.46% | 56 |
|
|
2015
Q2 | $397K | Hold |
5,079
| – | – | 0.3% | 83 |
|
|
2015
Q1 | $416K | Buy |
+5,079
| New | +$416K | 0.32% | 89 |
|
|
2014
Q4 | – | Sell |
-4,879
| Closed | -$409K | – | 148 |
|
|
2014
Q3 | $409K | Buy |
4,879
+1,350
| +38% | +$113K | 0.33% | 93 |
|
|
2014
Q2 | $277K | Sell |
3,529
-750
| -18% | -$58.9K | 0.32% | 95 |
|
|
2014
Q1 | $345K | Hold |
4,279
| – | – | 0.3% | 104 |
|
|
2013
Q4 | $348K | Buy |
+4,279
| New | +$348K | 0.29% | 106 |
|