Western Pacific Wealth Management’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 | $69.5K | Sell |
436
-38
| -8% | -$6.05K | 0.07% | 117 |
|
2025
Q1 | $80.8K | Hold |
474
| – | – | 0.07% | 110 |
|
2024
Q4 | $79.5K | Sell |
474
-1,124
| -70% | -$188K | 0.06% | 120 |
|
2024
Q3 | $277K | Buy |
1,598
+400
| +33% | +$69.3K | 0.18% | 36 |
|
2024
Q2 | $198K | Sell |
1,198
-19
| -2% | -$3.13K | 0.15% | 50 |
|
2024
Q1 | $198K | Sell |
1,217
-56
| -4% | -$9.09K | 0.14% | 55 |
|
2023
Q4 | $187K | Sell |
1,273
-1,000
| -44% | -$147K | 0.14% | 49 |
|
2023
Q3 | $332K | Hold |
2,273
| – | – | 0.27% | 24 |
|
2023
Q2 | $345K | Buy |
2,273
+951
| +72% | +$144K | 0.26% | 23 |
|
2023
Q1 | $197K | Buy |
1,322
+66
| +5% | +$9.81K | 0.15% | 39 |
|
2022
Q4 | $190K | Buy |
1,256
+255
| +25% | +$38.6K | 0.16% | 36 |
|
2022
Q3 | $126K | Buy |
1,001
+951
| +1,902% | +$120K | 0.13% | 42 |
|
2022
Q2 | $7K | Hold |
50
| – | – | 0.01% | 147 |
|
2022
Q1 | $7K | Sell |
50
-200
| -80% | -$28K | 0.01% | 169 |
|
2021
Q4 | $40K | Buy |
+250
| New | +$40K | 0.03% | 124 |
|