WPA
West Paces Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
15,764
+1,738
| +12% | +$277K | 0.53% | 28 |
|
|
2025
Q1 | $2.39M | Buy |
14,026
+496
| +4% | +$84.5K | 0.54% | 24 |
|
|
2024
Q4 | $2.27M | Buy |
13,530
+61
| +0.5% | +$10.2K | 0.55% | 26 |
|
|
2024
Q3 | $2.33M | Buy |
13,469
+1,807
| +15% | +$313K | 0.57% | 26 |
|
|
2024
Q2 | $1.92M | Buy |
11,662
+171
| +1% | +$28.2K | 0.5% | 31 |
|
|
2024
Q1 | $1.86M | Sell |
11,491
-175
| -2% | -$28.4K | 0.49% | 29 |
|
|
2023
Q4 | $1.71M | Sell |
11,666
-70
| -0.6% | -$10.3K | 0.48% | 29 |
|
|
2023
Q3 | $1.71M | Sell |
11,736
-260
| -2% | -$37.9K | 0.54% | 27 |
|
|
2023
Q2 | $1.82M | Sell |
11,996
-121
| -1% | -$18.4K | 0.54% | 27 |
|
|
2023
Q1 | $1.8M | Buy |
12,117
+380
| +3% | +$56.5K | 0.56% | 26 |
|
|
2022
Q4 | $1.78M | Sell |
11,737
-30
| -0.3% | -$4.55K | 0.57% | 26 |
|
|
2022
Q3 | $1.49M | Buy |
11,767
+198
| +2% | +$25K | 0.53% | 26 |
|
|
2022
Q2 | $1.66M | Buy |
11,569
+366
| +3% | +$52.6K | 0.57% | 26 |
|
|
2022
Q1 | $1.71M | Buy |
11,203
+647
| +6% | +$98.9K | 0.53% | 26 |
|
|
2021
Q4 | $1.73M | Buy |
10,556
+497
| +5% | +$81.3K | 0.54% | 27 |
|
|
2021
Q3 | $1.41M | Buy |
10,059
+668
| +7% | +$93.4K | 0.49% | 30 |
|
|
2021
Q2 | $1.27M | Buy |
9,391
+1,328
| +16% | +$179K | 0.47% | 33 |
|
|
2021
Q1 | $1.09M | Buy |
8,063
+1,414
| +21% | +$191K | 0.44% | 39 |
|
|
2020
Q4 | $925K | Buy |
6,649
+440
| +7% | +$61.2K | 0.41% | 45 |
|
|
2020
Q3 | $863K | Buy |
6,209
+161
| +3% | +$22.4K | 0.44% | 42 |
|
|
2020
Q2 | $723K | Buy |
6,048
+1,964
| +48% | +$235K | 0.39% | 50 |
|
|
2020
Q1 | $449K | Sell |
4,084
-19
| -0.5% | -$2.09K | 0.29% | 63 |
|
|
2019
Q4 | $512K | Buy |
4,103
+596
| +17% | +$74.4K | 0.28% | 69 |
|
|
2019
Q3 | $436K | Hold |
3,507
| – | – | 0.26% | 72 |
|
|
2019
Q2 | $385K | Hold |
3,507
| – | – | 0.24% | 78 |
|
|
2019
Q1 | $365K | Hold |
3,507
| – | – | 0.26% | 78 |
|
|
2018
Q4 | $322K | Hold |
3,507
| – | – | 0.25% | 82 |
|
|
2018
Q3 | $292K | Hold |
3,507
| – | – | 0.21% | 88 |
|
|
2018
Q2 | $274K | Sell |
3,507
-485
| -12% | -$37.9K | 0.2% | 87 |
|
|
2018
Q1 | $316K | Sell |
3,992
-340
| -8% | -$27K | 0.24% | 78 |
|
|
2017
Q4 | $398K | Sell |
4,332
-60
| -1% | -$5.51K | 0.29% | 76 |
|
|
2017
Q3 | $400K | Sell |
4,392
-1,641
| -27% | -$149K | 0.3% | 75 |
|
|
2017
Q2 | $526K | Buy |
6,033
+923
| +18% | +$80.4K | 0.42% | 60 |
|
|
2017
Q1 | $459K | Buy |
5,110
+306
| +6% | +$27.5K | 0.37% | 66 |
|
|
2016
Q4 | $404K | Buy |
+4,804
| New | +$404K | 0.38% | 68 |
|