West 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 | $7.97K | Hold |
50
| – | – | ﹤0.01% | 156 |
|
|
2025
Q1 | $8.52K | Hold |
50
| – | – | ﹤0.01% | 156 |
|
|
2024
Q4 | $8.38K | Sell |
50
-32
| -39% | -$5.37K | ﹤0.01% | 158 |
|
|
2024
Q3 | $14.2K | Buy |
82
+32
| +64% | +$5.54K | ﹤0.01% | 140 |
|
|
2024
Q2 | $8.25K | Hold |
50
| – | – | ﹤0.01% | 127 |
|
|
2024
Q1 | $8.11K | Sell |
50
-56
| -53% | -$9.09K | ﹤0.01% | 127 |
|
|
2023
Q4 | $15.5K | Sell |
106
-46
| -30% | -$6.74K | ﹤0.01% | 114 |
|
|
2023
Q3 | $22.2K | Buy |
152
+46
| +43% | +$6.71K | 0.01% | 106 |
|
|
2023
Q2 | $16.1K | Hold |
106
| – | – | ﹤0.01% | 118 |
|
|
2023
Q1 | $15.8K | Hold |
106
| – | – | ﹤0.01% | 111 |
|
|
2022
Q4 | $16.1K | Sell |
106
-550
| -84% | -$83.4K | ﹤0.01% | 107 |
|
|
2022
Q3 | $83K | Hold |
656
| – | – | 0.02% | 83 |
|
|
2022
Q2 | $94K | Hold |
656
| – | – | 0.03% | 78 |
|
|
2022
Q1 | $100K | Hold |
656
| – | – | 0.03% | 83 |
|
|
2021
Q4 | $107K | Hold |
656
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $92K | Hold |
656
| – | – | 0.03% | 81 |
|
|
2021
Q2 | $89K | Hold |
656
| – | – | 0.03% | 76 |
|
|
2021
Q1 | $89K | Hold |
656
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $91K | Buy |
+656
| New | +$91K | 0.03% | 76 |
|