Wetzel Investment 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 | – | Sell |
-1,213
| Closed | -$207K | – | 133 |
|
|
2025
Q1 | $207K | Sell |
1,213
-53
| -4% | -$9.03K | 0.1% | 115 |
|
|
2024
Q4 | $212K | Buy |
1,266
+46
| +4% | +$7.71K | 0.11% | 115 |
|
|
2024
Q3 | $211K | Buy |
1,220
+254
| +26% | +$44K | 0.11% | 116 |
|
|
2024
Q2 | $157K | Sell |
966
-247
| -20% | -$40.1K | 0.09% | 138 |
|
|
2024
Q1 | $191K | Sell |
1,213
-33
| -3% | -$5.19K | 0.11% | 117 |
|
|
2023
Q4 | $183K | Buy |
+1,246
| New | +$183K | 0.11% | 116 |
|