AllGen Financial Advisors’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 | $1.7M | Sell |
10,663
-11,816
| -53% | -$1.88M | 0.46% | 30 |
|
|
2025
Q1 | $3.83M | Sell |
22,479
-74
| -0.3% | -$12.6K | 1.13% | 19 |
|
|
2024
Q4 | $3.78M | Buy |
22,553
+427
| +2% | +$71.6K | 1.27% | 17 |
|
|
2024
Q3 | $3.83M | Buy |
22,126
+543
| +3% | +$94K | 1.24% | 17 |
|
|
2024
Q2 | $3.56M | Buy |
21,583
+1,108
| +5% | +$183K | 1.35% | 15 |
|
|
2024
Q1 | $3.32M | Sell |
20,475
-204
| -1% | -$33.1K | 1.35% | 17 |
|
|
2023
Q4 | $3.03M | Buy |
20,679
+68
| +0.3% | +$9.97K | 1.58% | 16 |
|
|
2023
Q3 | $3.01M | Sell |
20,611
-91
| -0.4% | -$13.3K | 2.14% | 12 |
|
|
2023
Q2 | $3.14M | Buy |
20,702
+155
| +0.8% | +$23.5K | 1.98% | 13 |
|
|
2023
Q1 | $3.06M | Sell |
20,547
-130
| -0.6% | -$19.3K | 2.13% | 12 |
|
|
2022
Q4 | $3.13M | Buy |
20,677
+8,046
| +64% | +$1.22M | 2.25% | 10 |
|
|
2022
Q3 | $1.59M | Sell |
12,631
-3,756
| -23% | -$474K | 1.24% | 23 |
|
|
2022
Q2 | $2.36M | Sell |
16,387
-4,034
| -20% | -$580K | 1.94% | 17 |
|
|
2022
Q1 | $3.12M | Sell |
20,421
-906
| -4% | -$138K | 2.61% | 10 |
|
|
2021
Q4 | $3.49M | Buy |
21,327
+1,407
| +7% | +$230K | 2.59% | 12 |
|
|
2021
Q3 | $2.78M | Buy |
19,920
+13,367
| +204% | +$1.87M | 2.27% | 11 |
|
|
2021
Q2 | $884K | Sell |
6,553
-12,367
| -65% | -$1.67M | 0.68% | 27 |
|
|
2021
Q1 | $2.56M | Buy |
18,920
+854
| +5% | +$116K | 2.09% | 14 |
|
|
2020
Q4 | $2.51M | Buy |
+18,066
| New | +$2.51M | 2.33% | 12 |
|