Affiance Financial’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 | $436K | Buy |
2,734
+58
| +2% | +$9.24K | 0.09% | 70 |
|
|
2025
Q1 | $456K | Sell |
2,676
-79
| -3% | -$13.5K | 0.11% | 68 |
|
|
2024
Q4 | $462K | Buy |
2,755
+235
| +9% | +$39.4K | 0.11% | 71 |
|
|
2024
Q3 | $437K | Sell |
2,520
-49
| -2% | -$8.49K | 0.11% | 71 |
|
|
2024
Q2 | $424K | Buy |
2,569
+525
| +26% | +$86.6K | 0.11% | 69 |
|
|
2024
Q1 | $332K | Sell |
2,044
-134
| -6% | -$21.7K | 0.09% | 79 |
|
|
2023
Q4 | $319K | Sell |
2,178
-172
| -7% | -$25.2K | 0.09% | 84 |
|
|
2023
Q3 | $343K | Sell |
2,350
-107
| -4% | -$15.6K | 0.17% | 75 |
|
|
2023
Q2 | $373K | Buy |
2,457
+16
| +0.7% | +$2.43K | 0.18% | 80 |
|
|
2023
Q1 | $363K | Buy |
2,441
+1
| +0% | +$149 | 0.19% | 75 |
|
|
2022
Q4 | $370K | Buy |
2,440
+371
| +18% | +$56.2K | 0.15% | 81 |
|
|
2022
Q3 | $261K | Buy |
2,069
+333
| +19% | +$42K | 0.15% | 71 |
|
|
2022
Q2 | $250K | Hold |
1,736
| – | – | 0.13% | 77 |
|
|
2022
Q1 | $265K | Sell |
1,736
-1,660
| -49% | -$253K | 0.13% | 81 |
|
|
2021
Q4 | $556K | Hold |
3,396
| – | – | 0.23% | 64 |
|
|
2021
Q3 | $475K | Sell |
3,396
-6
| -0.2% | -$839 | 0.21% | 73 |
|
|
2021
Q2 | $459K | Sell |
3,402
-74
| -2% | -$9.98K | 0.19% | 77 |
|
|
2021
Q1 | $471K | Hold |
3,476
| – | – | 0.21% | 73 |
|
|
2020
Q4 | $484K | Hold |
3,476
| – | – | 0.25% | 62 |
|
|
2020
Q3 | $483K | Buy |
3,476
+156
| +5% | +$21.7K | 0.28% | 53 |
|
|
2020
Q2 | $397K | Sell |
3,320
-520
| -14% | -$62.2K | 0.22% | 61 |
|
|
2020
Q1 | $422K | Hold |
3,840
| – | – | 0.29% | 50 |
|
|
2019
Q4 | $480K | Hold |
3,840
| – | – | 0.26% | 53 |
|
|
2019
Q3 | $478K | Hold |
3,840
| – | – | 0.29% | 54 |
|
|
2019
Q2 | $421K | Sell |
3,840
-150
| -4% | -$16.4K | 0.26% | 60 |
|
|
2019
Q1 | $415K | Hold |
3,990
| – | – | 0.26% | 59 |
|
|
2018
Q4 | $367K | Sell |
3,990
-43
| -1% | -$3.96K | 0.24% | 64 |
|
|
2018
Q3 | $336K | Hold |
4,033
| – | – | 0.22% | 67 |
|
|
2018
Q2 | $315K | Buy |
4,033
+976
| +32% | +$76.2K | 0.24% | 70 |
|
|
2018
Q1 | $242K | Sell |
3,057
-129
| -4% | -$10.2K | 0.21% | 72 |
|
|
2017
Q4 | $293K | Sell |
3,186
-604
| -16% | -$55.5K | 0.22% | 65 |
|
|
2017
Q3 | $345K | Sell |
3,790
-11
| -0.3% | -$1K | 0.28% | 53 |
|
|
2017
Q2 | $331K | Sell |
3,801
-202
| -5% | -$17.6K | 0.26% | 54 |
|
|
2017
Q1 | $360K | Buy |
4,003
+96
| +2% | +$8.63K | 0.28% | 54 |
|
|
2016
Q4 | $329K | Buy |
3,907
+13
| +0.3% | +$1.1K | 0.26% | 62 |
|
|
2016
Q3 | $350K | Sell |
3,894
-46
| -1% | -$4.14K | 0.28% | 58 |
|
|
2016
Q2 | $334K | Sell |
3,940
-92
| -2% | -$7.8K | 0.28% | 61 |
|
|
2016
Q1 | $332K | Buy |
4,032
+990
| +33% | +$81.5K | 0.32% | 61 |
|
|
2015
Q4 | $242K | Sell |
3,042
-80
| -3% | -$6.36K | 0.25% | 72 |
|
|
2015
Q3 | $225K | Hold |
3,122
| – | – | 0.28% | 76 |
|
|
2015
Q2 | $244K | Hold |
3,122
| – | – | 0.31% | 80 |
|
|
2015
Q1 | $256K | Hold |
3,122
| – | – | 0.39% | 73 |
|
|
2014
Q4 | $284K | Buy |
+3,122
| New | +$284K | 0.5% | 58 |
|