Westbourne Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.39M | Hold |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.41M | Hold |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.37M | Hold |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.65M | Hold |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.29M | Hold |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.23M | Hold |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.05M | Hold |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $960K | Sell |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.38M | Sell |
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|
2017
Q1 | $1.61M | Buy |
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|
2016
Q4 | $1.4M | Buy |
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|
2016
Q3 | $1.49M | Sell |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $1.22M | Buy |
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|
2015
Q3 | $740K | Buy |
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|
2015
Q2 | $742K | Buy |
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