WCM
Whitener Capital Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
35,770
+543
| +2% | +$86.5K | 1.51% | 15 |
|
|
2025
Q1 | $6M | Buy |
35,227
+306
| +0.9% | +$52.1K | 1.7% | 15 |
|
|
2024
Q4 | $5.85M | Sell |
34,921
-1,103
| -3% | -$185K | 1.64% | 14 |
|
|
2024
Q3 | $6.24M | Buy |
36,024
+338
| +0.9% | +$58.5K | 1.77% | 13 |
|
|
2024
Q2 | $5.89M | Buy |
35,686
+1,465
| +4% | +$242K | 1.78% | 13 |
|
|
2024
Q1 | $5.55M | Buy |
34,221
+609
| +2% | +$98.8K | 1.82% | 14 |
|
|
2023
Q4 | $4.93M | Buy |
33,612
+508
| +2% | +$74.4K | 1.78% | 14 |
|
|
2023
Q3 | $4.83M | Buy |
33,104
+2,056
| +7% | +$300K | 1.93% | 12 |
|
|
2023
Q2 | $4.71M | Buy |
31,048
+924
| +3% | +$140K | 1.81% | 13 |
|
|
2023
Q1 | $4.48M | Buy |
30,124
+122
| +0.4% | +$18.1K | 1.87% | 14 |
|
|
2022
Q4 | $4.55M | Buy |
30,002
+1
| +0% | +$152 | 1.99% | 12 |
|
|
2022
Q3 | $3.79M | Buy |
30,001
+321
| +1% | +$40.5K | 1.79% | 12 |
|
|
2022
Q2 | $4.27M | Buy |
29,680
+21
| +0.1% | +$3.02K | 1.92% | 13 |
|
|
2022
Q1 | $4.53M | Sell |
29,659
-290
| -1% | -$44.3K | 1.7% | 14 |
|
|
2021
Q4 | $4.9M | Buy |
29,949
+1,666
| +6% | +$273K | 1.75% | 13 |
|
|
2021
Q3 | $3.94M | Sell |
28,283
-1,500
| -5% | -$209K | 1.81% | 13 |
|
|
2021
Q2 | $4.02M | Buy |
29,783
+1,550
| +5% | +$209K | 1.6% | 15 |
|
|
2021
Q1 | $3.82M | Sell |
28,233
-50
| -0.2% | -$6.77K | 1.66% | 15 |
|
|
2020
Q4 | $3.94M | Sell |
28,283
-1,368
| -5% | -$190K | 1.8% | 13 |
|
|
2020
Q3 | $4.12M | Buy |
29,651
+102
| +0.3% | +$14.2K | 1.98% | 10 |
|
|
2020
Q2 | $3.53M | Buy |
29,549
+325
| +1% | +$38.9K | 1.84% | 13 |
|
|
2020
Q1 | $3.21M | Buy |
29,224
+1,061
| +4% | +$117K | 2.08% | 12 |
|
|
2019
Q4 | $3.52M | Buy |
28,163
+1,900
| +7% | +$237K | 1.82% | 15 |
|
|
2019
Q3 | $3.27M | Sell |
26,263
-19
| -0.1% | -$2.36K | 1.79% | 13 |
|
|
2019
Q2 | $2.88M | Buy |
26,282
+447
| +2% | +$49K | 1.64% | 15 |
|
|
2019
Q1 | $2.69M | Sell |
25,835
-90
| -0.3% | -$9.36K | 1.76% | 11 |
|
|
2018
Q4 | $2.38M | Buy |
25,925
+153
| +0.6% | +$14.1K | 1.75% | 11 |
|
|
2018
Q3 | $2.15M | Sell |
25,772
-180
| -0.7% | -$15K | 1.41% | 14 |
|
|
2018
Q2 | $2.03M | Buy |
25,952
+1,084
| +4% | +$84.6K | 1.59% | 15 |
|
|
2018
Q1 | $1.97M | Buy |
24,868
+4,748
| +24% | +$376K | 1.51% | 14 |
|
|
2017
Q4 | $1.85M | Buy |
+20,120
| New | +$1.85M | 1.59% | 12 |
|