Apella Capital’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 | $2.53M | Buy |
15,787
+1,325
| +9% | +$213K | 0.07% | 150 |
|
|
2025
Q1 | $2.35M | Buy |
14,462
+2,783
| +24% | +$452K | 0.08% | 124 |
|
|
2024
Q4 | $1.96M | Buy |
11,679
+393
| +3% | +$65.9K | 0.08% | 119 |
|
|
2024
Q3 | $1.94M | Buy |
11,286
+623
| +6% | +$107K | 0.08% | 109 |
|
|
2024
Q2 | $1.77M | Buy |
10,663
+1,298
| +14% | +$215K | 0.08% | 108 |
|
|
2024
Q1 | $1.47M | Sell |
9,365
-452
| -5% | -$70.8K | 0.07% | 112 |
|
|
2023
Q4 | $1.46M | Buy |
9,817
+16
| +0.2% | +$2.38K | 0.08% | 110 |
|
|
2023
Q3 | $1.43M | Sell |
9,801
-17
| -0.2% | -$2.48K | 0.1% | 95 |
|
|
2023
Q2 | $1.49M | Buy |
+9,818
| New | +$1.49M | 0.11% | 95 |
|
|
2022
Q4 | $1.91M | Buy |
12,622
+617
| +5% | +$93.5K | 0.17% | 72 |
|
|
2022
Q3 | $1.52M | Buy |
12,005
+109
| +0.9% | +$13.8K | 0.18% | 78 |
|
|
2022
Q2 | $1.71M | Buy |
11,896
+1,023
| +9% | +$147K | 0.2% | 71 |
|
|
2022
Q1 | $1.66M | Buy |
10,873
+3,253
| +43% | +$497K | 0.23% | 63 |
|
|
2021
Q4 | $1.25M | Sell |
7,620
-79
| -1% | -$12.9K | 0.16% | 80 |
|
|
2021
Q3 | $1.08M | Sell |
7,699
-340
| -4% | -$47.5K | 0.15% | 91 |
|
|
2021
Q2 | $1.09M | Sell |
8,039
-2,797
| -26% | -$378K | 0.18% | 88 |
|
|
2021
Q1 | $1.47M | Sell |
10,836
-534
| -5% | -$72.3K | 0.46% | 46 |
|
|
2020
Q4 | $1.58M | Sell |
11,370
-120
| -1% | -$16.7K | 0.56% | 39 |
|
|
2020
Q3 | $1.6M | Buy |
11,490
+400
| +4% | +$55.6K | 0.64% | 35 |
|
|
2020
Q2 | $1.33M | Hold |
11,090
| – | – | 0.62% | 34 |
|
|
2020
Q1 | $1.22M | Buy |
+11,090
| New | +$1.22M | 0.71% | 34 |
|