Alaethes Wealth’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 | $253K | Sell |
1,591
-20
| -1% | -$3.19K | 0.08% | 99 |
|
|
2025
Q1 | $275K | Buy |
1,611
+17
| +1% | +$2.9K | 0.1% | 102 |
|
|
2024
Q4 | $267K | Sell |
1,594
-20
| -1% | -$3.35K | 0.1% | 99 |
|
|
2024
Q3 | $280K | Buy |
+1,614
| New | +$280K | 0.1% | 101 |
|
|
2024
Q1 | – | Sell |
-1,595
| Closed | -$234K | – | 117 |
|
|
2023
Q4 | $234K | Buy |
1,595
+13
| +0.8% | +$1.91K | 0.11% | 106 |
|
|
2023
Q3 | $231K | Sell |
1,582
-62
| -4% | -$9.04K | 0.13% | 103 |
|
|
2023
Q2 | $249K | Hold |
1,644
| – | – | 0.14% | 101 |
|
|
2023
Q1 | $244K | Buy |
+1,644
| New | +$244K | 0.14% | 105 |
|
|
2022
Q4 | – | Sell |
-1,978
| Closed | -$250K | – | 108 |
|
|
2022
Q3 | $250K | Hold |
1,978
| – | – | 0.18% | 93 |
|
|
2022
Q2 | $284K | Sell |
1,978
-3,354
| -63% | -$482K | 0.21% | 92 |
|
|
2022
Q1 | $815K | Sell |
5,332
-3,749
| -41% | -$573K | 0.52% | 76 |
|
|
2021
Q4 | $1.49M | Sell |
9,081
-44
| -0.5% | -$7.2K | 0.94% | 31 |
|
|
2021
Q3 | $1.28M | Buy |
9,125
+1,108
| +14% | +$155K | 0.93% | 36 |
|
|
2021
Q2 | $1.08M | Buy |
8,017
+426
| +6% | +$57.5K | 0.84% | 42 |
|
|
2021
Q1 | $1.03M | Buy |
+7,591
| New | +$1.03M | 0.95% | 34 |
|