Wolff Financial 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 | $1.62M | Buy |
10,138
+10
| +0.1% | +$1.59K | 0.42% | 26 |
|
|
2025
Q1 | $1.73M | Buy |
10,128
+3
| +0% | +$511 | 0.48% | 24 |
|
|
2024
Q4 | $1.7M | Buy |
10,125
+3
| +0% | +$503 | 0.47% | 25 |
|
|
2024
Q3 | $1.75M | Buy |
+10,122
| New | +$1.75M | 0.48% | 25 |
|
|
2024
Q2 | – | Sell |
-10,116
| Closed | -$1.64M | – | 74 |
|
|
2024
Q1 | $1.64M | Buy |
10,116
+3
| +0% | +$487 | 0.48% | 25 |
|
|
2023
Q4 | $1.48M | Buy |
10,113
+3
| +0% | +$440 | 0.46% | 30 |
|
|
2023
Q3 | $1.48M | Buy |
+10,110
| New | +$1.48M | 0.5% | 27 |
|
|
2023
Q2 | – | Sell |
-10,104
| Closed | -$1.5M | – | 78 |
|
|
2023
Q1 | $1.5M | Sell |
10,104
-5
| -0% | -$743 | 0.52% | 31 |
|
|
2022
Q4 | $1.53M | Buy |
10,109
+4
| +0% | +$606 | 0.57% | 31 |
|
|
2022
Q3 | $1.28M | Buy |
10,105
+2
| +0% | +$252 | 0.58% | 32 |
|
|
2022
Q2 | $1.45M | Buy |
10,103
+4
| +0% | +$575 | 0.65% | 32 |
|
|
2022
Q1 | $1.54M | Sell |
10,099
-3
| -0% | -$458 | 0.61% | 34 |
|
|
2021
Q4 | $1.65M | Buy |
+10,102
| New | +$1.65M | 0.63% | 34 |
|
|
2021
Q1 | $1.37M | Sell |
10,094
-550
| -5% | -$74.5K | 0.63% | 30 |
|
|
2020
Q4 | $1.48M | Buy |
10,644
+3
| +0% | +$417 | 0.78% | 24 |
|
|
2020
Q3 | $1.48M | Buy |
10,641
+543
| +5% | +$75.5K | 0.88% | 23 |
|
|
2020
Q2 | $1.21M | Buy |
10,098
+1,961
| +24% | +$234K | 0.77% | 28 |
|
|
2020
Q1 | $895K | Sell |
8,137
-98
| -1% | -$10.8K | 0.68% | 30 |
|
|
2019
Q4 | $1.03M | Buy |
8,235
+105
| +1% | +$13.1K | 0.68% | 29 |
|
|
2019
Q3 | $1.01M | Buy |
8,130
+3
| +0% | +$373 | 0.74% | 29 |
|
|
2019
Q2 | $891K | Buy |
8,127
+3
| +0% | +$329 | 0.69% | 32 |
|
|
2019
Q1 | $845K | Buy |
8,124
+3
| +0% | +$312 | 0.7% | 30 |
|
|
2018
Q4 | $747K | Buy |
+8,121
| New | +$747K | 0.73% | 28 |
|