AP
Appleton Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
63,704
-2,412
| -4% | -$384K | 0.72% | 50 |
|
|
2025
Q1 | $11.3M | Buy |
66,116
+770
| +1% | +$131K | 0.87% | 37 |
|
|
2024
Q4 | $11M | Sell |
65,346
-3,517
| -5% | -$590K | 0.81% | 42 |
|
|
2024
Q3 | $11.9M | Sell |
68,863
-1,476
| -2% | -$256K | 0.88% | 37 |
|
|
2024
Q2 | $11.6M | Sell |
70,339
-1,832
| -3% | -$302K | 0.89% | 37 |
|
|
2024
Q1 | $11.7M | Sell |
72,171
-5,645
| -7% | -$916K | 0.91% | 33 |
|
|
2023
Q4 | $11.4M | Sell |
77,816
-1,009
| -1% | -$148K | 0.92% | 28 |
|
|
2023
Q3 | $11.5M | Buy |
78,825
+2,580
| +3% | +$376K | 1.02% | 22 |
|
|
2023
Q2 | $11.6M | Sell |
76,245
-1,258
| -2% | -$191K | 0.98% | 25 |
|
|
2023
Q1 | $11.5M | Buy |
77,503
+2,395
| +3% | +$356K | 1.03% | 25 |
|
|
2022
Q4 | $11.4M | Sell |
75,108
-579
| -0.8% | -$87.8K | 1.08% | 23 |
|
|
2022
Q3 | $9.56M | Buy |
75,687
+539
| +0.7% | +$68K | 0.96% | 27 |
|
|
2022
Q2 | $10.8M | Buy |
75,148
+387
| +0.5% | +$55.6K | 1.02% | 27 |
|
|
2022
Q1 | $11.4M | Sell |
74,761
-33
| -0% | -$5.04K | 0.93% | 24 |
|
|
2021
Q4 | $12.2M | Sell |
74,794
-131
| -0.2% | -$21.4K | 0.92% | 26 |
|
|
2021
Q3 | $10.5M | Sell |
74,925
-1,522
| -2% | -$213K | 0.87% | 32 |
|
|
2021
Q2 | $10.3M | Sell |
76,447
-1,994
| -3% | -$269K | 0.88% | 31 |
|
|
2021
Q1 | $10.6M | Sell |
78,441
-1,412
| -2% | -$191K | 0.99% | 29 |
|
|
2020
Q4 | $11.1M | Sell |
79,853
-2,106
| -3% | -$293K | 1.09% | 27 |
|
|
2020
Q3 | $11.4M | Sell |
81,959
-837
| -1% | -$116K | 1.26% | 23 |
|
|
2020
Q2 | $9.9M | Sell |
82,796
-1,126
| -1% | -$135K | 1.19% | 23 |
|
|
2020
Q1 | $9.23M | Sell |
83,922
-469
| -0.6% | -$51.6K | 1.28% | 24 |
|
|
2019
Q4 | $10.5M | Buy |
84,391
+624
| +0.7% | +$77.9K | 1.16% | 23 |
|
|
2019
Q3 | $10.4M | Sell |
83,767
-525
| -0.6% | -$65.3K | 1.26% | 20 |
|
|
2019
Q2 | $9.24M | Buy |
84,292
+1,682
| +2% | +$184K | 1.14% | 24 |
|
|
2019
Q1 | $8.6M | Buy |
82,610
+7,378
| +10% | +$768K | 1.14% | 21 |
|
|
2018
Q4 | $6.92M | Sell |
75,232
-193
| -0.3% | -$17.7K | 1.04% | 24 |
|
|
2018
Q3 | $6.28M | Sell |
75,425
-905
| -1% | -$75.3K | 0.84% | 36 |
|
|
2018
Q2 | $5.96M | Sell |
76,330
-969
| -1% | -$75.6K | 0.85% | 36 |
|
|
2018
Q1 | $6.13M | Sell |
77,299
-1,000
| -1% | -$79.3K | 0.93% | 27 |
|
|
2017
Q4 | $7.19M | Buy |
78,299
+113
| +0.1% | +$10.4K | 1.12% | 18 |
|
|
2017
Q3 | $7.11M | Sell |
78,186
-1,546
| -2% | -$141K | 1.2% | 18 |
|
|
2017
Q2 | $6.95M | Sell |
79,732
-116
| -0.1% | -$10.1K | 1.17% | 18 |
|
|
2017
Q1 | $7.17M | Sell |
79,848
-8,034
| -9% | -$722K | 1.32% | 16 |
|
|
2016
Q4 | $7.39M | Sell |
87,882
-1,253
| -1% | -$105K | 1.49% | 17 |
|
|
2016
Q3 | $8M | Buy |
89,135
+6,666
| +8% | +$598K | 1.51% | 16 |
|
|
2016
Q2 | $6.98M | Sell |
82,469
-2,226
| -3% | -$188K | 1.43% | 22 |
|
|
2016
Q1 | $6.97M | Sell |
84,695
-2,535
| -3% | -$209K | 1.38% | 23 |
|
|
2015
Q4 | $6.93M | Sell |
87,230
-1,051
| -1% | -$83.5K | 1.37% | 25 |
|
|
2015
Q3 | $6.35M | Buy |
88,281
+7,300
| +9% | +$525K | 1.44% | 21 |
|
|
2015
Q2 | $6.34M | Sell |
80,981
-959
| -1% | -$75K | 1.42% | 25 |
|
|
2015
Q1 | $6.71M | Sell |
81,940
-103
| -0.1% | -$8.44K | 1.51% | 22 |
|
|
2014
Q4 | $7.47M | Buy |
82,043
+1,295
| +2% | +$118K | 1.71% | 16 |
|
|
2014
Q3 | $6.76M | Buy |
80,748
+2,471
| +3% | +$207K | 1.58% | 20 |
|
|
2014
Q2 | $6.15M | Buy |
78,277
+3,270
| +4% | +$257K | 1.44% | 22 |
|
|
2014
Q1 | $6.05M | Buy |
75,007
+1,245
| +2% | +$100K | 1.43% | 25 |
|
|
2013
Q4 | $6.01M | Buy |
73,762
+1,516
| +2% | +$123K | 1.44% | 32 |
|
|
2013
Q3 | $5.46M | Buy |
72,246
+485
| +0.7% | +$36.7K | 1.46% | 30 |
|
|
2013
Q2 | $5.52M | Buy |
+71,761
| New | +$5.52M | 1.59% | 24 |
|