WOSD
WFA of San Diego’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,457
| New | +$232K | 0.17% | 87 |
|
|
2024
Q3 | $348K | Hold |
2,008
| – | – | 0.29% | 70 |
|
|
2024
Q2 | $331K | Buy |
+2,008
| New | +$331K | 0.3% | 68 |
|
|
2023
Q3 | $359K | Sell |
2,461
-167
| -6% | -$24.4K | 0.37% | 56 |
|
|
2023
Q2 | $399K | Sell |
2,628
-50
| -2% | -$7.59K | 0.39% | 51 |
|
|
2023
Q1 | $398K | Sell |
2,678
-232
| -8% | -$34.5K | 0.42% | 50 |
|
|
2022
Q4 | $441K | Sell |
2,910
-24
| -0.8% | -$3.64K | 0.34% | 59 |
|
|
2022
Q3 | $370K | Buy |
2,934
+69
| +2% | +$8.7K | 0.33% | 61 |
|
|
2022
Q2 | $412K | Sell |
2,865
-687
| -19% | -$98.8K | 0.35% | 54 |
|
|
2022
Q1 | $543K | Sell |
3,552
-317
| -8% | -$48.5K | 0.41% | 53 |
|
|
2021
Q4 | $633K | Buy |
3,869
+121
| +3% | +$19.8K | 0.37% | 58 |
|
|
2021
Q3 | $524K | Buy |
3,748
+36
| +1% | +$5.03K | 0.37% | 55 |
|
|
2021
Q2 | $501K | Sell |
3,712
-394
| -10% | -$53.2K | 0.39% | 53 |
|
|
2021
Q1 | $556K | Buy |
+4,106
| New | +$556K | 0.46% | 45 |
|
|
2020
Q4 | – | Sell |
-5,005
| Closed | -$695K | – | 107 |
|
|
2020
Q3 | $695K | Sell |
5,005
-315,312
| -98% | -$43.8M | 0.66% | 37 |
|
|
2020
Q2 | $40.3M | Buy |
+320,317
| New | +$40.3M | 9.44% | 1 |
|