Willow Creek Wealth Management’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 | $616K | Sell |
3,869
-1,411
| -27% | -$225K | 0.06% | 89 |
|
|
2025
Q1 | $900K | Buy |
5,280
+1,007
| +24% | +$172K | 0.09% | 66 |
|
|
2024
Q4 | $716K | Sell |
4,273
-870
| -17% | -$146K | 0.07% | 75 |
|
|
2024
Q3 | $891K | Sell |
5,143
-175
| -3% | -$30.3K | 0.09% | 67 |
|
|
2024
Q2 | $877K | Buy |
5,318
+274
| +5% | +$45.2K | 0.1% | 64 |
|
|
2024
Q1 | $818K | Sell |
5,044
-129
| -2% | -$20.9K | 0.1% | 67 |
|
|
2023
Q4 | $758K | Buy |
5,173
+234
| +5% | +$34.3K | 0.1% | 67 |
|
|
2023
Q3 | $720K | Sell |
4,939
-7
| -0.1% | -$1.02K | 0.11% | 63 |
|
|
2023
Q2 | $751K | Buy |
4,946
+31
| +0.6% | +$4.7K | 0.11% | 69 |
|
|
2023
Q1 | $731K | Buy |
4,915
+225
| +5% | +$33.5K | 0.11% | 62 |
|
|
2022
Q4 | $711K | Buy |
4,690
+666
| +17% | +$101K | 0.12% | 58 |
|
|
2022
Q3 | $508K | Buy |
4,024
+1,199
| +42% | +$151K | 0.1% | 67 |
|
|
2022
Q2 | $406K | Buy |
2,825
+107
| +4% | +$15.4K | 0.08% | 76 |
|
|
2022
Q1 | $415K | Buy |
2,718
+3
| +0.1% | +$458 | 0.08% | 69 |
|
|
2021
Q4 | $444K | Buy |
2,715
+52
| +2% | +$8.5K | 0.09% | 64 |
|
|
2021
Q3 | $372K | Buy |
2,663
+545
| +26% | +$76.1K | 0.08% | 72 |
|
|
2021
Q2 | $286K | Buy |
2,118
+62
| +3% | +$8.37K | 0.07% | 90 |
|
|
2021
Q1 | $278K | Hold |
2,056
| – | – | 0.1% | 76 |
|
|
2020
Q4 | $286K | Hold |
2,056
| – | – | 0.11% | 70 |
|
|
2020
Q3 | $286K | Hold |
2,056
| – | – | 0.12% | 59 |
|
|
2020
Q2 | $246K | Sell |
2,056
-80
| -4% | -$9.57K | 0.11% | 62 |
|
|
2020
Q1 | $235K | Sell |
2,136
-149
| -7% | -$16.4K | 0.12% | 55 |
|
|
2019
Q4 | $285K | Sell |
2,285
-989
| -30% | -$123K | 0.13% | 61 |
|
|
2019
Q3 | $407K | Buy |
3,274
+80
| +3% | +$9.95K | 0.19% | 40 |
|
|
2019
Q2 | $350K | Sell |
3,194
-4,845
| -60% | -$531K | 0.17% | 47 |
|
|
2019
Q1 | $836K | Sell |
8,039
-2,714
| -25% | -$282K | 0.42% | 25 |
|
|
2018
Q4 | $988K | Buy |
10,753
+7,812
| +266% | +$718K | 0.53% | 21 |
|
|
2018
Q3 | $245K | Sell |
2,941
-89
| -3% | -$7.41K | 0.14% | 60 |
|
|
2018
Q2 | $236K | Sell |
3,030
-253
| -8% | -$19.7K | 0.13% | 57 |
|
|
2018
Q1 | $260K | Buy |
+3,283
| New | +$260K | 0.14% | 55 |
|