XWM
Xcel Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
3,735
-865
| -19% | -$138K | 0.17% | 86 |
|
|
2025
Q1 | $784K | Hold |
4,600
| – | – | 0.24% | 75 |
|
|
2024
Q4 | $771K | Sell |
4,600
-60
| -1% | -$10.1K | 0.21% | 70 |
|
|
2024
Q3 | $807K | Hold |
4,660
| – | – | 0.24% | 66 |
|
|
2024
Q2 | $769K | Sell |
4,660
-1,064
| -19% | -$175K | 0.24% | 67 |
|
|
2024
Q1 | $929K | Buy |
5,724
+64
| +1% | +$10.4K | 0.29% | 61 |
|
|
2023
Q4 | $829K | Sell |
5,660
-29
| -0.5% | -$4.25K | 0.29% | 58 |
|
|
2023
Q3 | $830K | Buy |
5,689
+950
| +20% | +$139K | 0.33% | 58 |
|
|
2023
Q2 | $719K | Sell |
4,739
-100
| -2% | -$15.2K | 0.23% | 74 |
|
|
2023
Q1 | $720K | Buy |
4,839
+41
| +0.9% | +$6.1K | 0.25% | 68 |
|
|
2022
Q4 | $727K | Hold |
4,798
| – | – | 0.29% | 64 |
|
|
2022
Q3 | $606K | Hold |
4,798
| – | – | 0.23% | 73 |
|
|
2022
Q2 | $690K | Buy |
4,798
+3
| +0.1% | +$431 | 0.25% | 66 |
|
|
2022
Q1 | $733K | Hold |
4,795
| – | – | 0.2% | 80 |
|
|
2021
Q4 | $784K | Buy |
4,795
+22
| +0.5% | +$3.6K | 0.2% | 82 |
|
|
2021
Q3 | $667K | Hold |
4,773
| – | – | 0.19% | 83 |
|
|
2021
Q2 | $644K | Hold |
4,773
| – | – | 0.19% | 85 |
|
|
2021
Q1 | $646K | Buy |
4,773
+11
| +0.2% | +$1.49K | 0.23% | 76 |
|
|
2020
Q4 | $662K | Buy |
4,762
+24
| +0.5% | +$3.34K | 0.29% | 70 |
|
|
2020
Q3 | $658K | Hold |
4,738
| – | – | 0.34% | 64 |
|
|
2020
Q2 | $566K | Buy |
4,738
+668
| +16% | +$79.8K | 0.35% | 58 |
|
|
2020
Q1 | $447K | Buy |
4,070
+12
| +0.3% | +$1.32K | 0.4% | 51 |
|
|
2019
Q4 | $506K | Hold |
4,058
| – | – | 0.42% | 45 |
|
|
2019
Q3 | $504K | Hold |
4,058
| – | – | 0.47% | 45 |
|
|
2019
Q2 | $444K | Hold |
4,058
| – | – | 0.44% | 49 |
|
|
2019
Q1 | $422K | Buy |
4,058
+35
| +0.9% | +$3.64K | 0.44% | 49 |
|
|
2018
Q4 | $369K | Buy |
+4,023
| New | +$369K | 0.45% | 48 |
|