Atticus 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 | $1.1M | Buy |
6,893
+1,966
| +40% | +$313K | 0.3% | 48 |
|
|
2025
Q1 | $840K | Sell |
4,927
-154
| -3% | -$26.2K | 0.27% | 51 |
|
|
2024
Q4 | $852K | Buy |
5,081
+3
| +0.1% | +$503 | 0.26% | 47 |
|
|
2024
Q3 | $879K | Sell |
5,078
-147
| -3% | -$25.5K | 0.28% | 48 |
|
|
2024
Q2 | $862K | Sell |
5,225
-697
| -12% | -$115K | 0.28% | 47 |
|
|
2024
Q1 | $961K | Sell |
5,922
-1,031
| -15% | -$167K | 0.31% | 46 |
|
|
2023
Q4 | $1.02M | Buy |
6,953
+379
| +6% | +$55.5K | 0.36% | 39 |
|
|
2023
Q3 | $959K | Sell |
6,574
-1,061
| -14% | -$155K | 0.37% | 40 |
|
|
2023
Q2 | $1.16M | Sell |
7,635
-69
| -0.9% | -$10.5K | 0.43% | 36 |
|
|
2023
Q1 | $1.15M | Sell |
7,704
-1,047
| -12% | -$156K | 0.44% | 35 |
|
|
2022
Q4 | $1.33M | Buy |
8,751
+71
| +0.8% | +$10.8K | 0.55% | 33 |
|
|
2022
Q3 | $1.25M | Hold |
8,680
| – | – | 0.6% | 30 |
|
|
2022
Q2 | $1.25M | Buy |
8,680
+1,195
| +16% | +$172K | 0.52% | 38 |
|
|
2022
Q1 | $1.14M | Buy |
7,485
+694
| +10% | +$106K | 0.42% | 48 |
|
|
2021
Q4 | $1.11M | Buy |
6,791
+1,066
| +19% | +$174K | 0.43% | 43 |
|
|
2021
Q3 | $800K | Buy |
5,725
+109
| +2% | +$15.2K | 0.35% | 43 |
|
|
2021
Q2 | $758K | Sell |
5,616
-1,301
| -19% | -$176K | 0.33% | 49 |
|
|
2021
Q1 | $937K | Sell |
6,917
-121
| -2% | -$16.4K | 0.45% | 43 |
|
|
2020
Q4 | $979K | Buy |
7,038
+17
| +0.2% | +$2.37K | 0.49% | 43 |
|
|
2020
Q3 | $976K | Hold |
7,021
| – | – | 0.58% | 39 |
|
|
2020
Q2 | $839K | Sell |
7,021
-96
| -1% | -$11.5K | 0.55% | 39 |
|
|
2020
Q1 | $783K | Buy |
7,117
+513
| +8% | +$56.4K | 0.63% | 38 |
|
|
2019
Q4 | $825K | Buy |
+6,604
| New | +$825K | 0.53% | 41 |
|