Aries 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 | $3.51M | Sell |
22,002
-292
| -1% | -$46.5K | 0.92% | 28 |
|
|
2025
Q1 | $3.8M | Buy |
22,294
+1,076
| +5% | +$183K | 1.03% | 26 |
|
|
2024
Q4 | $3.56M | Sell |
21,218
-300
| -1% | -$50.3K | 0.98% | 26 |
|
|
2024
Q3 | $3.73M | Buy |
21,518
+257
| +1% | +$44.5K | 1.02% | 24 |
|
|
2024
Q2 | $3.51M | Buy |
21,261
+181
| +0.9% | +$29.9K | 1.1% | 23 |
|
|
2024
Q1 | $3.42M | Buy |
21,080
+156
| +0.7% | +$25.3K | 1.1% | 22 |
|
|
2023
Q4 | $3.07M | Sell |
20,924
-2,104
| -9% | -$308K | 1.09% | 23 |
|
|
2023
Q3 | $3.36M | Buy |
23,028
+2,057
| +10% | +$300K | 1.32% | 15 |
|
|
2023
Q2 | $3.18M | Sell |
20,971
-106
| -0.5% | -$16.1K | 1.23% | 18 |
|
|
2023
Q1 | $3.13M | Buy |
21,077
+140
| +0.7% | +$20.8K | 1.29% | 16 |
|
|
2022
Q4 | $3.17M | Buy |
20,937
+312
| +2% | +$47.3K | 1.37% | 17 |
|
|
2022
Q3 | $2.78M | Buy |
20,625
+1,085
| +6% | +$146K | 1.23% | 21 |
|
|
2022
Q2 | $2.81M | Buy |
+19,540
| New | +$2.81M | 1.28% | 19 |
|
|
2022
Q1 | – | Sell |
-19,233
| Closed | -$3.15M | – | 180 |
|
|
2021
Q4 | $3.15M | Buy |
19,233
+98
| +0.5% | +$16K | 1.2% | 20 |
|
|
2021
Q3 | $2.68M | Buy |
19,135
+310
| +2% | +$43.3K | 1.13% | 23 |
|
|
2021
Q2 | $2.54M | Buy |
18,825
+400
| +2% | +$54K | 1.09% | 23 |
|
|
2021
Q1 | $2.5M | Buy |
18,425
+412
| +2% | +$55.9K | 1.12% | 23 |
|
|
2020
Q4 | $2.5M | Hold |
18,013
| – | – | 1.25% | 16 |
|
|
2020
Q3 | $2.5M | Hold |
18,013
| – | – | 1.42% | 15 |
|
|
2020
Q2 | $2.15M | Buy |
18,013
+719
| +4% | +$86K | 1.31% | 17 |
|
|
2020
Q1 | $1.98M | Sell |
17,294
-415
| -2% | -$47.5K | 1.51% | 17 |
|
|
2019
Q4 | $2.17M | Hold |
17,709
| – | – | 1.33% | 18 |
|
|
2019
Q3 | $2.14M | Buy |
17,709
+110
| +0.6% | +$13.3K | 1.43% | 15 |
|
|
2019
Q2 | $1.99M | Hold |
17,599
| – | – | 1.39% | 17 |
|
|
2019
Q1 | $1.83M | Buy |
17,599
+6,290
| +56% | +$654K | 1.37% | 18 |
|
|
2018
Q4 | $1.04M | Sell |
11,309
-40
| -0.4% | -$3.68K | 1.1% | 34 |
|
|
2018
Q3 | $945K | Hold |
11,349
| – | – | 0.85% | 37 |
|
|
2018
Q2 | $918K | Sell |
11,349
-1,021
| -8% | -$82.6K | 0.85% | 37 |
|
|
2018
Q1 | $969K | Hold |
12,370
| – | – | 0.94% | 35 |
|
|
2017
Q4 | $1.13M | Buy |
+12,370
| New | +$1.13M | 1.04% | 30 |
|