WFA of San Diego’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 | $232K | Buy |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $331K | Buy |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $633K | Buy |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $501K | Sell |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $40.3M | Buy |
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