Asset Planning Services Inc’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 | $969K | Hold |
6,084
| – | – | 0.45% | 25 |
|
|
2025
Q1 | $1.04M | Hold |
6,084
| – | – | 0.53% | 27 |
|
|
2024
Q4 | $1.02M | Sell |
6,084
-155
| -2% | -$26K | 0.5% | 26 |
|
|
2024
Q3 | $1.08M | Hold |
6,239
| – | – | 0.53% | 26 |
|
|
2024
Q2 | $1.03M | Hold |
6,239
| – | – | 0.54% | 26 |
|
|
2024
Q1 | $1.01M | Hold |
6,239
| – | – | 0.57% | 26 |
|
|
2023
Q4 | $914K | Sell |
6,239
-48
| -0.8% | -$7.03K | 0.56% | 28 |
|
|
2023
Q3 | $917K | Hold |
6,287
| – | – | 0.6% | 26 |
|
|
2023
Q2 | $954K | Hold |
6,287
| – | – | 0.59% | 29 |
|
|
2023
Q1 | $935K | Hold |
6,287
| – | – | 0.59% | 29 |
|
|
2022
Q4 | $953K | Sell |
6,287
-225
| -3% | -$34.1K | 0.6% | 29 |
|
|
2022
Q3 | $822K | Hold |
6,512
| – | – | 0.58% | 29 |
|
|
2022
Q2 | $936K | Hold |
6,512
| – | – | 0.61% | 29 |
|
|
2022
Q1 | $995K | Hold |
6,512
| – | – | 0.57% | 29 |
|
|
2021
Q4 | $1.07M | Sell |
6,512
-190
| -3% | -$31.1K | 0.57% | 32 |
|
|
2021
Q3 | $937K | Hold |
6,702
| – | – | 0.55% | 31 |
|
|
2021
Q2 | $904K | Hold |
6,702
| – | – | 0.52% | 31 |
|
|
2021
Q1 | $908K | Hold |
6,702
| – | – | 0.55% | 32 |
|
|
2020
Q4 | $933K | Hold |
6,702
| – | – | 0.6% | 30 |
|
|
2020
Q3 | $932K | Hold |
6,702
| – | – | 0.64% | 30 |
|
|
2020
Q2 | $801K | Sell |
6,702
-300
| -4% | -$35.9K | 0.58% | 31 |
|
|
2020
Q1 | $770K | Sell |
7,002
-400
| -5% | -$44K | 0.64% | 29 |
|
|
2019
Q4 | $925K | Sell |
7,402
-400
| -5% | -$50K | 0.59% | 33 |
|
|
2019
Q3 | $970K | Hold |
7,802
| – | – | 0.63% | 33 |
|
|
2019
Q2 | $855K | Hold |
7,802
| – | – | 0.56% | 34 |
|
|
2019
Q1 | $812K | Hold |
7,802
| – | – | 0.56% | 33 |
|
|
2018
Q4 | $717K | Buy |
+7,802
| New | +$717K | 0.54% | 34 |
|