Willow Creek Wealth Management’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 Q3	$664K	Buy	4,322 +453	+12%	+$70.8K	0.05%	93
2025 Q2	$616K	Sell	3,869 -1,411	-27%	-$230K	0.06%	89
2025 Q1	$900K	Buy	5,280 +1,007	+24%	+$169K	0.09%	66
2024 Q4	$716K	Sell	4,273 -870	-17%	-$148K	0.07%	75
2024 Q3	$891K	Sell	5,143 -175	-3%	-$29.7K	0.09%	67
2024 Q2	$877K	Buy	5,318 +274	+5%	+$44.8K	0.1%	64
2024 Q1	$818K	Sell	5,044 -129	-2%	-$20.2K	0.1%	67
2023 Q4	$758K	Buy	5,173 +234	+5%	+$34.7K	0.1%	67
2023 Q3	$720K	Sell	4,939 -7	-0.1%	-$1.07K	0.11%	63
2023 Q2	$751K	Buy	4,946 +31	+0.6%	+$4.67K	0.11%	69
2023 Q1	$731K	Buy	4,915 +225	+5%	+$32.2K	0.11%	62
2022 Q4	$711K	Buy	4,690 +666	+17%	+$93.4K	0.12%	58
2022 Q3	$508K	Buy	4,024 +1,199	+42%	+$170K	0.1%	67
2022 Q2	$406K	Buy	2,825 +107	+4%	+$16.1K	0.08%	76
2022 Q1	$415K	Buy	2,718 +3	+0.1%	+$469	0.08%	69
2021 Q4	$444K	Buy	2,715 +52	+2%	+$7.72K	0.09%	64
2021 Q3	$372K	Buy	2,663 +545	+26%	+$77.3K	0.08%	72
2021 Q2	$286K	Buy	2,118 +62	+3%	+$8.39K	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%	-$9.33K	0.11%	62
2020 Q1	$235K	Sell	2,136 -149	-7%	-$17.9K	0.12%	55
2019 Q4	$285K	Sell	2,285 -989	-30%	-$121K	0.13%	61
2019 Q3	$407K	Buy	3,274 +80	+3%	+$9.45K	0.19%	40
2019 Q2	$350K	Sell	3,194 -4,845	-60%	-$516K	0.17%	47
2019 Q1	$836K	Sell	8,039 -2,714	-25%	-$264K	0.42%	25
2018 Q4	$988K	Buy	10,753 +7,812	+266%	+$698K	0.53%	21
2018 Q3	$245K	Sell	2,941 -89	-3%	-$7.28K	0.14%	60
2018 Q2	$236K	Sell	3,030 -253	-8%	-$19K	0.13%	57
2018 Q1	$260K	Buy	+3,283	New	+$274K	0.14%	55