Apriem 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 | $957K | Hold |
6,009
| – | – | 0.1% | 88 |
|
|
2025
Q1 | $1.02M | Sell |
6,009
-124
| -2% | -$21.1K | 0.12% | 80 |
|
|
2024
Q4 | $1.03M | Buy |
6,133
+360
| +6% | +$60.4K | 0.12% | 78 |
|
|
2024
Q3 | $1,000K | Sell |
5,773
-320
| -5% | -$55.4K | 0.12% | 76 |
|
|
2024
Q2 | $1M | Sell |
6,093
-185
| -3% | -$30.5K | 0.12% | 77 |
|
|
2024
Q1 | $1.02M | Sell |
6,278
-1,649
| -21% | -$268K | 0.13% | 78 |
|
|
2023
Q4 | $1.16M | Sell |
7,927
-157
| -2% | -$23K | 0.16% | 66 |
|
|
2023
Q3 | $1.18M | Sell |
8,084
-518
| -6% | -$75.6K | 0.17% | 65 |
|
|
2023
Q2 | $1.31M | Sell |
8,602
-155
| -2% | -$23.5K | 0.2% | 63 |
|
|
2023
Q1 | $1.3M | Buy |
8,757
+1,254
| +17% | +$186K | 0.21% | 61 |
|
|
2022
Q4 | $1.14M | Sell |
7,503
-554
| -7% | -$84K | 0.2% | 58 |
|
|
2022
Q3 | $1.02M | Sell |
8,057
-1
| -0% | -$126 | 0.18% | 61 |
|
|
2022
Q2 | $1.16M | Buy |
8,058
+1
| +0% | +$144 | 0.2% | 54 |
|
|
2022
Q1 | $1.23M | Sell |
8,057
-11
| -0.1% | -$1.68K | 0.18% | 57 |
|
|
2021
Q4 | $1.32M | Sell |
8,068
-1
| -0% | -$164 | 0.19% | 55 |
|
|
2021
Q3 | $1.13M | Buy |
8,069
+63
| +0.8% | +$8.81K | 0.16% | 59 |
|
|
2021
Q2 | $1.08M | Buy |
8,006
+51
| +0.6% | +$6.88K | 0.16% | 61 |
|
|
2021
Q1 | $1.08M | Sell |
7,955
-68
| -0.8% | -$9.21K | 0.17% | 58 |
|
|
2020
Q4 | $1.12M | Sell |
8,023
-26
| -0.3% | -$3.62K | 0.2% | 48 |
|
|
2020
Q3 | $1.12M | Buy |
8,049
+370
| +5% | +$51.4K | 0.21% | 52 |
|
|
2020
Q2 | $918K | Buy |
7,679
+4,768
| +164% | +$570K | 0.19% | 58 |
|
|
2020
Q1 | $320K | Sell |
2,911
-3,056
| -51% | -$336K | 0.08% | 83 |
|
|
2019
Q4 | $745K | Buy |
5,967
+3
| +0.1% | +$375 | 0.14% | 60 |
|
|
2019
Q3 | $742K | Sell |
5,964
-308
| -5% | -$38.3K | 0.16% | 60 |
|
|
2019
Q2 | $688K | Sell |
6,272
-148
| -2% | -$16.2K | 0.22% | 63 |
|
|
2019
Q1 | $668K | Buy |
6,420
+206
| +3% | +$21.4K | 0.18% | 63 |
|
|
2018
Q4 | $571K | Sell |
6,214
-105
| -2% | -$9.65K | 0.2% | 69 |
|
|
2018
Q3 | $526K | Buy |
6,319
+247
| +4% | +$20.6K | 0.12% | 80 |
|
|
2018
Q2 | $474K | Sell |
6,072
-217
| -3% | -$16.9K | 0.11% | 78 |
|
|
2018
Q1 | $499K | Buy |
6,289
+46
| +0.7% | +$3.65K | 0.12% | 69 |
|
|
2017
Q4 | $574K | Sell |
6,243
-831
| -12% | -$76.4K | 0.14% | 62 |
|
|
2017
Q3 | $644K | Buy |
7,074
+296
| +4% | +$26.9K | 0.16% | 61 |
|
|
2017
Q2 | $591K | Buy |
6,778
+309
| +5% | +$26.9K | 0.16% | 65 |
|
|
2017
Q1 | $581K | Sell |
6,469
-2
| -0% | -$180 | 0.16% | 62 |
|
|
2016
Q4 | $544K | Sell |
6,471
-1,591
| -20% | -$134K | 0.16% | 66 |
|
|
2016
Q3 | $724K | Buy |
8,062
+3,968
| +97% | +$356K | 0.22% | 63 |
|
|
2016
Q2 | $347K | Buy |
4,094
+40
| +1% | +$3.39K | 0.11% | 78 |
|
|
2016
Q1 | $334K | Buy |
4,054
+3,204
| +377% | +$264K | 0.13% | 69 |
|
|
2015
Q4 | $67K | Buy |
850
+100
| +13% | +$7.88K | 0.02% | 179 |
|
|
2015
Q3 | $54K | Buy |
750
+250
| +50% | +$18K | 0.02% | 196 |
|
|
2015
Q2 | $39K | Hold |
500
| – | – | 0.01% | 238 |
|
|
2015
Q1 | $41K | Buy |
500
+250
| +100% | +$20.5K | 0.01% | 221 |
|
|
2014
Q4 | $23K | Sell |
250
-733
| -75% | -$67.4K | 0.01% | 280 |
|
|
2014
Q3 | $82K | Sell |
983
-2,824
| -74% | -$236K | 0.03% | 158 |
|
|
2014
Q2 | $299K | Hold |
3,807
| – | – | 0.11% | 96 |
|
|
2014
Q1 | $307K | Sell |
3,807
-650
| -15% | -$52.4K | 0.12% | 94 |
|
|
2013
Q4 | $363K | Sell |
4,457
-600
| -12% | -$48.9K | 0.14% | 84 |
|
|
2013
Q3 | $382K | Sell |
5,057
-27,851
| -85% | -$2.1M | 0.17% | 79 |
|
|
2013
Q2 | $2.53M | Buy |
+32,908
| New | +$2.53M | 1.24% | 31 |
|