Altus 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 | $998K | Sell |
6,262
-51,992
| -89% | -$8.28M | 0.48% | 13 |
|
2025
Q1 | $9.93M | Buy |
58,254
+1,221
| +2% | +$208K | 4.65% | 7 |
|
2024
Q4 | $9.56M | Buy |
57,033
+4,109
| +8% | +$689K | 4.28% | 7 |
|
2024
Q3 | $9.17M | Sell |
52,924
-123
| -0.2% | -$21.3K | 4.3% | 7 |
|
2024
Q2 | $8.75M | Buy |
53,047
+1,064
| +2% | +$175K | 4.2% | 7 |
|
2024
Q1 | $8.43M | Sell |
51,983
-14
| -0% | -$2.27K | 4.44% | 6 |
|
2023
Q4 | $7.62M | Buy |
51,997
+21,418
| +70% | +$3.14M | 4.56% | 6 |
|
2023
Q3 | $4.46M | Buy |
30,579
+144
| +0.5% | +$21K | 3.1% | 9 |
|
2023
Q2 | $4.62M | Buy |
30,435
+90
| +0.3% | +$13.7K | 3.65% | 7 |
|
2023
Q1 | $4.51M | Buy |
30,345
+2,370
| +8% | +$352K | 3.73% | 7 |
|
2022
Q4 | $4.24M | Buy |
27,975
+9
| +0% | +$1.36K | 3.74% | 7 |
|
2022
Q3 | $3.53M | Sell |
27,966
-41
| -0.1% | -$5.18K | 3.02% | 8 |
|
2022
Q2 | $4.03M | Sell |
28,007
-206
| -0.7% | -$29.6K | 3.13% | 8 |
|
2022
Q1 | $4.31M | Sell |
28,213
-491
| -2% | -$75K | 2.97% | 7 |
|
2021
Q4 | $4.7M | Buy |
28,704
+1,511
| +6% | +$247K | 2.8% | 9 |
|
2021
Q3 | $3.8M | Buy |
27,193
+684
| +3% | +$95.6K | 2.41% | 9 |
|
2021
Q2 | $3.58M | Buy |
26,509
+140
| +0.5% | +$18.9K | 2.3% | 10 |
|
2021
Q1 | $3.57M | Sell |
26,369
-408
| -2% | -$55.3K | 2.53% | 10 |
|
2020
Q4 | $3.73M | Buy |
26,777
+4,807
| +22% | +$669K | 2.89% | 10 |
|
2020
Q3 | $3.05M | Sell |
21,970
-604
| -3% | -$84K | 2.81% | 9 |
|
2020
Q2 | $2.7M | Sell |
22,574
-99
| -0.4% | -$11.8K | 3.01% | 8 |
|
2020
Q1 | $2.49M | Buy |
22,673
+4,095
| +22% | +$450K | 3.57% | 9 |
|
2019
Q4 | $2.32M | Buy |
+18,578
| New | +$2.32M | 2.27% | 12 |
|