Willner & Heller’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 | $861K | Sell |
5,402
-301
| -5% | -$48K | 0.72% | 38 |
|
|
2025
Q1 | $972K | Sell |
5,703
-313
| -5% | -$53.3K | 0.9% | 27 |
|
|
2024
Q4 | $1.01M | Sell |
6,016
-215
| -3% | -$36K | 0.88% | 27 |
|
|
2024
Q3 | $1.08M | Buy |
6,231
+31
| +0.5% | +$5.37K | 0.96% | 26 |
|
|
2024
Q2 | $1.02M | Buy |
6,200
+34
| +0.6% | +$5.61K | 0.98% | 28 |
|
|
2024
Q1 | $1M | Sell |
6,166
-78
| -1% | -$12.7K | 1% | 31 |
|
|
2023
Q4 | $915K | Buy |
+6,244
| New | +$915K | 1.02% | 28 |
|
|
2022
Q4 | $938K | Buy |
6,187
+15
| +0.2% | +$2.27K | 1.33% | 21 |
|
|
2022
Q3 | $779K | Sell |
6,172
-564
| -8% | -$71.2K | 1.26% | 24 |
|
|
2022
Q2 | $969K | Buy |
6,736
+54
| +0.8% | +$7.77K | 1.51% | 14 |
|
|
2022
Q1 | $1.09M | Sell |
6,682
-72
| -1% | -$11.8K | 1.34% | 13 |
|
|
2021
Q4 | $944K | Buy |
+6,754
| New | +$944K | 1.26% | 16 |
|