WFG
Wills Financial Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Buy |
50,653
+94
| +0.2% | +$15K | 3.5% | 7 |
|
|
2025
Q1 | $8.62M | Buy |
50,559
+208
| +0.4% | +$35.4K | 3.82% | 5 |
|
|
2024
Q4 | $8.44M | Sell |
50,351
-27
| -0.1% | -$4.53K | 3.64% | 7 |
|
|
2024
Q3 | $8.73M | Buy |
50,378
+21
| +0% | +$3.64K | 3.66% | 7 |
|
|
2024
Q2 | $8.3M | Sell |
50,357
-7
| -0% | -$1.15K | 3.83% | 7 |
|
|
2024
Q1 | $8.17M | Buy |
50,364
+205
| +0.4% | +$33.3K | 3.85% | 8 |
|
|
2023
Q4 | $7.35M | Sell |
50,159
-996
| -2% | -$146K | 3.71% | 8 |
|
|
2023
Q3 | $7.46M | Sell |
51,155
-239
| -0.5% | -$34.9K | 4.04% | 7 |
|
|
2023
Q2 | $7.8M | Buy |
51,394
+452
| +0.9% | +$68.6K | 3.96% | 9 |
|
|
2023
Q1 | $7.57M | Buy |
50,942
+2,242
| +5% | +$333K | 4.08% | 7 |
|
|
2022
Q4 | $7.38M | Sell |
48,700
-719
| -1% | -$109K | 4.11% | 8 |
|
|
2022
Q3 | $6.24M | Buy |
49,419
+58
| +0.1% | +$7.32K | 3.47% | 11 |
|
|
2022
Q2 | $7.1M | Sell |
49,361
-1,194
| -2% | -$172K | 3.49% | 10 |
|
|
2022
Q1 | $7.73M | Buy |
50,555
+552
| +1% | +$84.3K | 3.24% | 10 |
|
|
2021
Q4 | $8.18M | Buy |
50,003
+85
| +0.2% | +$13.9K | 3.24% | 8 |
|
|
2021
Q3 | $6.98M | Sell |
49,918
-2,676
| -5% | -$374K | 3.13% | 12 |
|
|
2021
Q2 | $7.1M | Buy |
52,594
+1,732
| +3% | +$234K | 3.08% | 11 |
|
|
2021
Q1 | $6.89M | Sell |
50,862
-3,146
| -6% | -$426K | 3.35% | 10 |
|
|
2020
Q4 | $7.51M | Sell |
54,008
-82
| -0.2% | -$11.4K | 3.74% | 7 |
|
|
2020
Q3 | $7.52M | Sell |
54,090
-55
| -0.1% | -$7.64K | 4.37% | 7 |
|
|
2020
Q2 | $6.47M | Buy |
54,145
+160
| +0.3% | +$19.1K | 4.03% | 9 |
|
|
2020
Q1 | $5.94M | Buy |
53,985
+733
| +1% | +$80.6K | 4.23% | 8 |
|
|
2019
Q4 | $6.65M | Buy |
53,252
+3,099
| +6% | +$387K | 3.82% | 6 |
|
|
2019
Q3 | $6.24M | Sell |
50,153
-105
| -0.2% | -$13.1K | 4% | 8 |
|
|
2019
Q2 | $5.51M | Sell |
50,258
-71
| -0.1% | -$7.79K | 3.59% | 10 |
|
|
2019
Q1 | $5.24M | Sell |
50,329
-267
| -0.5% | -$27.8K | 3.55% | 9 |
|
|
2018
Q4 | $4.65M | Sell |
50,596
-505
| -1% | -$46.4K | 3.57% | 10 |
|
|
2018
Q3 | $4.25M | Buy |
51,101
+5
| +0% | +$416 | 2.81% | 11 |
|
|
2018
Q2 | $3.99M | Buy |
51,096
+4,762
| +10% | +$372K | 2.89% | 11 |
|
|
2018
Q1 | $3.67M | Buy |
46,334
+3,297
| +8% | +$261K | 2.72% | 13 |
|
|
2017
Q4 | $3.95M | Sell |
43,037
-283
| -0.7% | -$26K | 2.76% | 13 |
|
|
2017
Q3 | $3.94M | Sell |
43,320
-1,183
| -3% | -$108K | 2.9% | 12 |
|
|
2017
Q2 | $3.88M | Sell |
44,503
-530
| -1% | -$46.2K | 2.88% | 11 |
|
|
2017
Q1 | $4.05M | Sell |
45,033
-482
| -1% | -$43.3K | 3.1% | 11 |
|
|
2016
Q4 | $3.83M | Buy |
45,515
+670
| +1% | +$56.3K | 3.11% | 9 |
|
|
2016
Q3 | $4.02M | Sell |
44,845
-3,164
| -7% | -$284K | 3.52% | 9 |
|
|
2016
Q2 | $4.07M | Buy |
48,009
+195
| +0.4% | +$16.5K | 3.38% | 8 |
|
|
2016
Q1 | $3.94M | Sell |
47,814
-609
| -1% | -$50.1K | 3.39% | 9 |
|
|
2015
Q4 | $3.85M | Sell |
48,423
-1,832
| -4% | -$145K | 3.38% | 8 |
|
|
2015
Q3 | $3.62M | Sell |
50,255
-1,961
| -4% | -$141K | 3.34% | 8 |
|
|
2015
Q2 | $4.09M | Sell |
52,216
-352
| -0.7% | -$27.5K | 3.48% | 7 |
|
|
2015
Q1 | $4.31M | Sell |
52,568
-462
| -0.9% | -$37.9K | 3.55% | 7 |
|
|
2014
Q4 | $4.83M | Buy |
53,030
+293
| +0.6% | +$26.7K | 3.92% | 6 |
|
|
2014
Q3 | $4.42M | Buy |
52,737
+47
| +0.1% | +$3.94K | 3.74% | 6 |
|
|
2014
Q2 | $4.14M | Buy |
52,690
+3,126
| +6% | +$246K | 3.43% | 7 |
|
|
2014
Q1 | $3.99M | Buy |
49,564
+4,838
| +11% | +$390K | 3.8% | 7 |
|
|
2013
Q4 | $3.64M | Buy |
+44,726
| New | +$3.64M | 3.75% | 7 |
|