WFA
WestHill Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
2,877
-4
| -0.1% | -$637 | 0.1% | 45 |
|
|
2025
Q1 | $491K | Sell |
2,881
-391
| -12% | -$66.6K | 0.11% | 39 |
|
|
2024
Q4 | $549K | Buy |
3,272
+103
| +3% | +$17.3K | 0.12% | 39 |
|
|
2024
Q3 | $549K | Sell |
3,169
-26
| -0.8% | -$4.5K | 0.12% | 39 |
|
|
2024
Q2 | $527K | Buy |
3,195
+5
| +0.2% | +$825 | 0.13% | 36 |
|
|
2024
Q1 | $518K | Sell |
3,190
-270
| -8% | -$43.8K | 0.13% | 36 |
|
|
2023
Q4 | $507K | Buy |
3,460
+240
| +7% | +$35.2K | 0.13% | 35 |
|
|
2023
Q3 | $470K | Buy |
3,220
+119
| +4% | +$17.4K | 0.14% | 35 |
|
|
2023
Q2 | $471K | Buy |
3,101
+191
| +7% | +$29K | 0.13% | 35 |
|
|
2023
Q1 | $433K | Buy |
2,910
+1
| +0% | +$149 | 0.13% | 38 |
|
|
2022
Q4 | $441K | Sell |
2,909
-699
| -19% | -$106K | 0.14% | 39 |
|
|
2022
Q3 | $455K | Buy |
3,608
+79
| +2% | +$9.96K | 0.16% | 35 |
|
|
2022
Q2 | $507K | Buy |
3,529
+1
| +0% | +$144 | 0.17% | 33 |
|
|
2022
Q1 | $539K | Buy |
3,528
+1
| +0% | +$153 | 0.16% | 34 |
|
|
2021
Q4 | $577K | Buy |
3,527
+701
| +25% | +$115K | 0.16% | 34 |
|
|
2021
Q3 | $395K | Buy |
+2,826
| New | +$395K | 0.12% | 36 |
|
|
2021
Q1 | $284K | Sell |
2,099
-27
| -1% | -$3.65K | 0.1% | 43 |
|
|
2020
Q4 | $296K | Buy |
+2,126
| New | +$296K | 0.12% | 36 |
|