WMG Financial Advisors’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 | $468K | Sell |
2,937
-107
| -4% | -$17K | 0.17% | 86 |
|
|
2025
Q1 | $519K | Buy |
3,044
+214
| +8% | +$36.5K | 0.22% | 71 |
|
|
2024
Q4 | $474K | Buy |
2,830
+48
| +2% | +$8.05K | 0.2% | 76 |
|
|
2024
Q3 | $482K | Hold |
2,782
| – | – | 0.22% | 69 |
|
|
2024
Q2 | $459K | Buy |
2,782
+567
| +26% | +$93.5K | 0.24% | 65 |
|
|
2024
Q1 | $359K | Buy |
2,215
+324
| +17% | +$52.6K | 0.21% | 81 |
|
|
2023
Q4 | $277K | Sell |
1,891
-412
| -18% | -$60.4K | 0.18% | 86 |
|
|
2023
Q3 | $336K | Buy |
2,303
+173
| +8% | +$25.2K | 0.29% | 64 |
|
|
2023
Q2 | $323K | Sell |
2,130
-203
| -9% | -$30.8K | 0.24% | 75 |
|
|
2023
Q1 | $360K | Sell |
2,333
-196
| -8% | -$30.2K | 0.3% | 63 |
|
|
2022
Q4 | $383K | Sell |
2,529
-4
| -0.2% | -$606 | 0.33% | 71 |
|
|
2022
Q3 | $320K | Sell |
2,533
-240
| -9% | -$30.3K | 0.29% | 75 |
|
|
2022
Q2 | $397K | Sell |
2,773
-192
| -6% | -$27.5K | 0.34% | 71 |
|
|
2022
Q1 | $454K | Buy |
+2,965
| New | +$454K | 0.33% | 76 |
|