AFT Forsyth & Company’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 | $578K | Hold |
3,627
| – | – | 0.3% | 64 |
|
|
2025
Q1 | $618K | Sell |
3,627
-136
| -4% | -$23.2K | 0.33% | 67 |
|
|
2024
Q4 | $631K | Hold |
3,763
| – | – | 0.31% | 70 |
|
|
2024
Q3 | $652K | Sell |
3,763
-75
| -2% | -$13K | 0.32% | 69 |
|
|
2024
Q2 | $633K | Buy |
3,838
+490
| +15% | +$80.8K | 0.31% | 70 |
|
|
2024
Q1 | $543K | Sell |
3,348
-625
| -16% | -$101K | 0.31% | 80 |
|
|
2023
Q4 | $582K | Buy |
3,973
+75
| +2% | +$11K | 0.37% | 70 |
|
|
2023
Q3 | $569K | Hold |
3,898
| – | – | 0.42% | 63 |
|
|
2023
Q2 | $591K | Sell |
3,898
-14
| -0.4% | -$2.12K | 0.42% | 64 |
|
|
2023
Q1 | $582K | Hold |
3,912
| – | – | 0.45% | 65 |
|
|
2022
Q4 | $593K | Buy |
3,912
+175
| +5% | +$26.5K | 0.51% | 58 |
|
|
2022
Q3 | $472K | Hold |
3,737
| – | – | 0.42% | 72 |
|
|
2022
Q2 | $537K | Hold |
3,737
| – | – | 0.43% | 69 |
|
|
2022
Q1 | $571K | Hold |
3,737
| – | – | 0.36% | 80 |
|
|
2021
Q4 | $611K | Sell |
3,737
-114
| -3% | -$18.6K | 0.31% | 91 |
|
|
2021
Q3 | $538K | Hold |
3,851
| – | – | 0.29% | 102 |
|
|
2021
Q2 | $520K | Sell |
3,851
-450
| -10% | -$60.8K | 0.28% | 107 |
|
|
2021
Q1 | $582K | Hold |
4,301
| – | – | 0.35% | 101 |
|
|
2020
Q4 | $598K | Hold |
4,301
| – | – | 0.37% | 89 |
|
|
2020
Q3 | $598K | Sell |
4,301
-40
| -0.9% | -$5.56K | 0.44% | 72 |
|
|
2020
Q2 | $519K | Buy |
4,341
+175
| +4% | +$20.9K | 0.44% | 72 |
|
|
2020
Q1 | $458K | Sell |
4,166
-1,025
| -20% | -$113K | 0.46% | 73 |
|
|
2019
Q4 | $648K | Buy |
5,191
+225
| +5% | +$28.1K | 0.49% | 69 |
|
|
2019
Q3 | $618K | Buy |
4,966
+295
| +6% | +$36.7K | 0.51% | 67 |
|
|
2019
Q2 | $512K | Hold |
4,671
| – | – | 0.42% | 81 |
|
|
2019
Q1 | $486K | Hold |
4,671
| – | – | 0.42% | 87 |
|
|
2018
Q4 | $429K | Hold |
4,671
| – | – | 0.43% | 85 |
|
|
2018
Q3 | $389K | Buy |
4,671
+153
| +3% | +$12.7K | 0.32% | 102 |
|
|
2018
Q2 | $353K | Sell |
4,518
-1,025
| -18% | -$80.1K | 0.31% | 107 |
|
|
2018
Q1 | $439K | Sell |
5,543
-600
| -10% | -$47.5K | 0.41% | 88 |
|
|
2017
Q4 | $564K | Buy |
+6,143
| New | +$564K | 0.55% | 65 |
|
|
2013
Q3 | $748K | Buy |
9,893
+700
| +8% | +$52.9K | 0.97% | 27 |
|
|
2013
Q2 | $708K | Buy |
+9,193
| New | +$708K | 1.01% | 28 |
|