WF
WoodTrust Financial’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
7,928
+107
| +1% | +$17K | 0.16% | 76 |
|
2025
Q1 | $1.33M | Sell |
7,821
-31
| -0.4% | -$5.28K | 0.19% | 74 |
|
2024
Q4 | $1.32M | Buy |
7,852
+162
| +2% | +$27.2K | 0.19% | 76 |
|
2024
Q3 | $1.33M | Sell |
7,690
-735
| -9% | -$127K | 0.19% | 73 |
|
2024
Q2 | $1.39M | Sell |
8,425
-24
| -0.3% | -$3.96K | 0.22% | 72 |
|
2024
Q1 | $1.37K | Buy |
8,449
+416
| +5% | +$67 | 0.22% | 74 |
|
2023
Q4 | $1.18M | Buy |
8,033
+548
| +7% | +$80.4K | 0.2% | 76 |
|
2023
Q3 | $1.09M | Hold |
7,485
| – | – | 0.21% | 72 |
|
2023
Q2 | $1.14M | Sell |
7,485
-300
| -4% | -$45.5K | 0.21% | 72 |
|
2023
Q1 | $1.16M | Sell |
7,785
-32
| -0.4% | -$4.76K | 0.22% | 73 |
|
2022
Q4 | $1.19M | Buy |
7,817
+32
| +0.4% | +$4.85K | 0.25% | 65 |
|
2022
Q3 | $983K | Sell |
7,785
-344
| -4% | -$43.4K | 0.22% | 74 |
|
2022
Q2 | $1.17M | Buy |
8,129
+2,867
| +54% | +$412K | 0.26% | 62 |
|
2022
Q1 | $804K | Buy |
5,262
+301
| +6% | +$46K | 0.16% | 84 |
|
2021
Q4 | $812K | Buy |
4,961
+374
| +8% | +$61.2K | 0.17% | 79 |
|
2021
Q3 | $641K | Buy |
4,587
+1,150
| +33% | +$161K | 0.15% | 81 |
|
2021
Q2 | $464K | Buy |
3,437
+931
| +37% | +$126K | 0.12% | 60 |
|
2021
Q1 | $339K | Buy |
2,506
+78
| +3% | +$10.6K | 0.1% | 68 |
|
2020
Q4 | $338K | Sell |
2,428
-126
| -5% | -$17.5K | 0.11% | 66 |
|
2020
Q3 | $355K | Sell |
2,554
-1,822
| -42% | -$253K | 0.13% | 60 |
|
2020
Q2 | $523K | Sell |
4,376
-300
| -6% | -$35.9K | 0.21% | 50 |
|
2020
Q1 | $514K | Hold |
4,676
| – | – | 0.24% | 51 |
|
2019
Q4 | $584K | Hold |
4,676
| – | – | 0.23% | 50 |
|
2019
Q3 | $582K | Hold |
4,676
| – | – | 0.25% | 47 |
|
2019
Q2 | $513K | Hold |
4,676
| – | – | 0.23% | 50 |
|
2019
Q1 | $487K | Hold |
4,676
| – | – | 0.23% | 53 |
|
2018
Q4 | $430K | Hold |
4,676
| – | – | 0.24% | 54 |
|
2018
Q3 | $389K | Hold |
4,676
| – | – | 0.19% | 59 |
|
2018
Q2 | $365K | Sell |
4,676
-21,380
| -82% | -$1.67M | 0.19% | 60 |
|
2018
Q1 | $2.07M | Buy |
26,056
+1,447
| +6% | +$115K | 1.11% | 38 |
|
2017
Q4 | $2.26M | Buy |
+24,609
| New | +$2.26M | 1.2% | 35 |
|