AE Wealth 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 | $92M | Buy |
577,431
+24,391
| +4% | +$3.89M | 0.67% | 26 |
|
|
2025
Q1 | $94.2M | Buy |
553,040
+41,985
| +8% | +$7.16M | 0.79% | 22 |
|
|
2024
Q4 | $85.7M | Buy |
511,055
+57,448
| +13% | +$9.63M | 0.73% | 24 |
|
|
2024
Q3 | $78.6M | Buy |
453,607
+18,514
| +4% | +$3.21M | 0.71% | 26 |
|
|
2024
Q2 | $71.8M | Buy |
435,093
+114,537
| +36% | +$18.9M | 0.72% | 25 |
|
|
2024
Q1 | $52M | Sell |
320,556
-248,595
| -44% | -$40.3M | 0.59% | 32 |
|
|
2023
Q4 | $88.9M | Buy |
569,151
+88,374
| +18% | +$13.8M | 0.45% | 32 |
|
|
2023
Q3 | $70.1M | Buy |
480,777
+53,275
| +12% | +$7.77M | 0.42% | 38 |
|
|
2023
Q2 | $64.9M | Buy |
427,502
+51,724
| +14% | +$7.85M | 0.39% | 37 |
|
|
2023
Q1 | $55.9M | Buy |
375,778
+17,784
| +5% | +$2.64M | 0.36% | 41 |
|
|
2022
Q4 | $54.3M | Buy |
357,994
+2,243
| +0.6% | +$340K | 0.39% | 39 |
|
|
2022
Q3 | $44.9M | Sell |
355,751
-3,537
| -1% | -$447K | 0.36% | 53 |
|
|
2022
Q2 | $51.7M | Buy |
359,288
+14,173
| +4% | +$2.04M | 0.41% | 45 |
|
|
2022
Q1 | $52.7M | Buy |
345,115
+34,030
| +11% | +$5.2M | 0.36% | 54 |
|
|
2021
Q4 | $50.9M | Buy |
311,085
+13,035
| +4% | +$2.13M | 0.35% | 56 |
|
|
2021
Q3 | $41.7M | Buy |
298,050
+25,447
| +9% | +$3.56M | 0.34% | 60 |
|
|
2021
Q2 | $36.8M | Buy |
272,603
+31,478
| +13% | +$4.25M | 0.32% | 69 |
|
|
2021
Q1 | $32.7M | Buy |
241,125
+18,944
| +9% | +$2.57M | 0.33% | 68 |
|
|
2020
Q4 | $30.9M | Buy |
222,181
+23,429
| +12% | +$3.26M | 0.35% | 66 |
|
|
2020
Q3 | $27.6M | Buy |
198,752
+2,398
| +1% | +$333K | 0.39% | 51 |
|
|
2020
Q2 | $23.5M | Buy |
196,354
+28,735
| +17% | +$3.44M | 0.36% | 55 |
|
|
2020
Q1 | $18.4M | Buy |
167,619
+19,028
| +13% | +$2.09M | 0.42% | 42 |
|
|
2019
Q4 | $18.6M | Buy |
148,591
+24,535
| +20% | +$3.06M | 0.4% | 51 |
|
|
2019
Q3 | $15.4M | Buy |
124,056
+8,342
| +7% | +$1.04M | 0.45% | 45 |
|
|
2019
Q2 | $12.7M | Buy |
115,714
+37,406
| +48% | +$4.1M | 0.38% | 53 |
|
|
2019
Q1 | $8.15M | Buy |
78,308
+18,473
| +31% | +$1.92M | 0.57% | 39 |
|
|
2018
Q4 | $5.5M | Sell |
59,835
-6,363
| -10% | -$585K | 0.94% | 21 |
|
|
2018
Q3 | $5.51M | Buy |
66,198
+15,003
| +29% | +$1.25M | 0.3% | 61 |
|
|
2018
Q2 | $4M | Sell |
51,195
-3,680
| -7% | -$287K | 0.27% | 58 |
|
|
2018
Q1 | $4.35M | Buy |
54,875
+4,604
| +9% | +$365K | 0.34% | 53 |
|
|
2017
Q4 | $4.62M | Sell |
50,271
-9,914
| -16% | -$911K | 0.41% | 47 |
|
|
2017
Q3 | $5.48M | Buy |
60,185
+3,252
| +6% | +$296K | 0.51% | 33 |
|
|
2017
Q2 | $4.96M | Buy |
56,933
+24,727
| +77% | +$2.16M | 0.59% | 33 |
|
|
2017
Q1 | $2.89M | Buy |
32,206
+11,225
| +54% | +$1.01M | 0.54% | 38 |
|
|
2016
Q4 | $1.76M | Buy |
+20,981
| New | +$1.76M | 0.71% | 27 |
|