Wolf Group Capital 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
Q1 | $1.99M | Buy |
11,695
+1,406
| +14% | +$240K | 0.67% | 46 |
|
|
2024
Q4 | $1.56M | Hold |
10,289
| – | – | 0.76% | 49 |
|
|
2024
Q3 | $1.56M | Sell |
10,289
-962
| -9% | -$146K | 0.74% | 50 |
|
|
2024
Q2 | $1.86M | Buy |
11,251
+962
| +9% | +$159K | 0.73% | 45 |
|
|
2024
Q1 | $1.56M | Hold |
10,289
| – | – | 0.74% | 50 |
|
|
2023
Q4 | $1.56M | Buy |
10,289
+552
| +6% | +$83.8K | 0.74% | 50 |
|
|
2023
Q3 | $1.42M | Sell |
9,737
-493
| -5% | -$71.9K | 0.67% | 56 |
|
|
2023
Q2 | $1.47M | Sell |
10,230
-899
| -8% | -$129K | 0.73% | 49 |
|
|
2023
Q1 | $1.65M | Sell |
11,129
-865
| -7% | -$129K | 0.82% | 45 |
|
|
2022
Q4 | $1.82M | Sell |
11,994
-492
| -4% | -$74.6K | 0.86% | 41 |
|
|
2022
Q3 | $1.58M | Sell |
12,486
-51
| -0.4% | -$6.44K | 0.86% | 42 |
|
|
2022
Q2 | $1.8M | Sell |
12,537
-568
| -4% | -$81.7K | 0.94% | 39 |
|
|
2022
Q1 | $2M | Sell |
13,105
-27,185
| -67% | -$4.15M | 1.02% | 34 |
|
|
2021
Q4 | $6.59M | Buy |
40,290
+27,018
| +204% | +$4.42M | 1.08% | 30 |
|
|
2021
Q3 | $1.86M | Sell |
13,272
-161
| -1% | -$22.5K | 1.01% | 33 |
|
|
2021
Q2 | $1.81M | Sell |
13,433
-264
| -2% | -$35.6K | 0.97% | 42 |
|
|
2021
Q1 | $1.86M | Buy |
13,697
+382
| +3% | +$51.7K | 1.07% | 37 |
|
|
2020
Q4 | $1.85M | Sell |
13,315
-2
| -0% | -$278 | 1.15% | 32 |
|
|
2020
Q3 | $1.85M | Buy |
+13,317
| New | +$1.85M | 1.29% | 27 |
|