Apexium Financial’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 | $1.01M | Sell |
6,357
-12
| -0.2% | -$1.91K | 0.05% | 127 |
|
|
2025
Q1 | $1.09M | Buy |
6,369
+1,547
| +32% | +$264K | 0.06% | 115 |
|
|
2024
Q4 | $808K | Buy |
4,822
+931
| +24% | +$156K | 0.05% | 121 |
|
|
2024
Q3 | $674K | Buy |
3,891
+98
| +3% | +$17K | 0.04% | 118 |
|
|
2024
Q2 | $626K | Buy |
3,793
+344
| +10% | +$56.7K | 0.04% | 122 |
|
|
2024
Q1 | $560K | Sell |
3,449
-2,689
| -44% | -$436K | 0.04% | 126 |
|
|
2023
Q4 | $900K | Buy |
6,138
+2,281
| +59% | +$334K | 0.06% | 124 |
|
|
2023
Q3 | $563K | Sell |
3,857
-199
| -5% | -$29K | 0.06% | 122 |
|
|
2023
Q2 | $616K | Buy |
4,056
+611
| +18% | +$92.7K | 0.05% | 121 |
|
|
2023
Q1 | $512K | Buy |
3,445
+1
| +0% | +$149 | 0.05% | 129 |
|
|
2022
Q4 | $522K | Sell |
3,444
-397
| -10% | -$60.2K | 0.05% | 129 |
|
|
2022
Q3 | $485K | Buy |
+3,841
| New | +$485K | 0.06% | 124 |
|
|
2020
Q1 | – | Sell |
-2,017
| Closed | -$252K | – | 76 |
|
|
2019
Q4 | $252K | Buy |
+2,017
| New | +$252K | 0.33% | 56 |
|