Adero Partners’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 | $1.23M | Buy |
7,236
+25
| +0.3% | +$4.26K | 0.08% | 81 |
|
|
2024
Q4 | $1.21M | Buy |
7,211
+1,889
| +35% | +$317K | 0.08% | 77 |
|
|
2024
Q3 | $922K | Buy |
5,322
+289
| +6% | +$50.1K | 0.06% | 89 |
|
|
2024
Q2 | $830K | Buy |
5,033
+273
| +6% | +$45K | 0.06% | 88 |
|
|
2024
Q1 | $772K | Sell |
4,760
-158
| -3% | -$25.6K | 0.06% | 90 |
|
|
2023
Q4 | $721K | Buy |
4,918
+100
| +2% | +$14.7K | 0.06% | 89 |
|
|
2023
Q3 | $703K | Buy |
4,818
+878
| +22% | +$128K | 0.07% | 87 |
|
|
2023
Q2 | $598K | Buy |
3,940
+145
| +4% | +$22K | 0.06% | 91 |
|
|
2023
Q1 | $564K | Sell |
3,795
-45
| -1% | -$6.69K | 0.06% | 95 |
|
|
2022
Q4 | $582K | Buy |
3,840
+1,525
| +66% | +$231K | 0.07% | 90 |
|
|
2022
Q3 | $300K | Buy |
2,315
+184
| +9% | +$23.8K | 0.04% | 119 |
|
|
2022
Q2 | $311K | Buy |
2,131
+17
| +0.8% | +$2.48K | 0.04% | 114 |
|
|
2022
Q1 | $323K | Buy |
2,114
+94
| +5% | +$14.4K | 0.05% | 122 |
|
|
2021
Q4 | $330K | Buy |
+2,020
| New | +$330K | 0.05% | 128 |
|
|
2021
Q1 | – | Sell |
-1,514
| Closed | -$211K | – | 118 |
|
|
2020
Q4 | $211K | Buy |
+1,514
| New | +$211K | 0.18% | 76 |
|