Aveo Capital Partners’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 | – | Sell |
-2,980
| Closed | -$475K | – | 110 |
|
|
2025
Q1 | $475K | Sell |
2,980
-1,627
| -35% | -$259K | 0.08% | 118 |
|
|
2024
Q4 | $772K | Sell |
4,607
-167
| -3% | -$28K | 0.08% | 153 |
|
|
2024
Q3 | $827K | Sell |
4,774
-1,336
| -22% | -$231K | 0.09% | 150 |
|
|
2024
Q2 | $1.01M | Buy |
6,110
+1,684
| +38% | +$278K | 0.11% | 128 |
|
|
2024
Q1 | $728K | Buy |
4,426
+211
| +5% | +$34.7K | 0.08% | 172 |
|
|
2023
Q4 | $618K | Sell |
4,215
-312
| -7% | -$45.7K | 0.07% | 180 |
|
|
2023
Q3 | $660K | Buy |
4,527
+47
| +1% | +$6.86K | 0.09% | 162 |
|
|
2023
Q2 | $680K | Sell |
4,480
-5,882
| -57% | -$892K | 0.09% | 162 |
|
|
2023
Q1 | $1.54M | Sell |
10,362
-3,051
| -23% | -$454K | 0.21% | 87 |
|
|
2022
Q4 | $2.03M | Sell |
13,413
-10,575
| -44% | -$1.6M | 0.31% | 77 |
|
|
2022
Q3 | $3.03M | Buy |
23,988
+1,590
| +7% | +$201K | 0.52% | 49 |
|
|
2022
Q2 | $3.22M | Sell |
22,398
-91
| -0.4% | -$13.1K | 0.53% | 53 |
|
|
2022
Q1 | $3.44M | Sell |
22,489
-450
| -2% | -$68.8K | 0.61% | 51 |
|
|
2021
Q4 | $3.75M | Buy |
22,939
+20,028
| +688% | +$3.28M | 0.67% | 49 |
|
|
2021
Q3 | $407K | Sell |
2,911
-57
| -2% | -$7.97K | 0.08% | 176 |
|
|
2021
Q2 | $400K | Buy |
2,968
+425
| +17% | +$57.3K | 0.09% | 182 |
|
|
2021
Q1 | $344K | Buy |
+2,543
| New | +$344K | 0.09% | 174 |
|
|
2020
Q4 | – | Sell |
-2,149
| Closed | -$299K | – | 142 |
|
|
2020
Q3 | $299K | Buy |
+2,149
| New | +$299K | 0.11% | 152 |
|
|
2020
Q2 | – | Sell |
-1,840
| Closed | -$202K | – | 122 |
|
|
2020
Q1 | $202K | Sell |
1,840
-411
| -18% | -$45.1K | 0.1% | 145 |
|
|
2019
Q4 | $281K | Sell |
2,251
-29
| -1% | -$3.62K | 0.11% | 152 |
|
|
2019
Q3 | $271K | Buy |
2,280
+209
| +10% | +$24.8K | 0.11% | 144 |
|
|
2019
Q2 | $233K | Buy |
2,071
+67
| +3% | +$7.54K | 0.1% | 160 |
|
|
2019
Q1 | $208K | Buy |
+2,004
| New | +$208K | 0.1% | 154 |
|
|
2018
Q3 | – | Sell |
-8,684
| Closed | -$678K | – | 152 |
|
|
2018
Q2 | $678K | Sell |
8,684
-715
| -8% | -$55.8K | 0.3% | 59 |
|
|
2018
Q1 | $745K | Buy |
9,399
+940
| +11% | +$74.5K | 0.31% | 53 |
|
|
2017
Q4 | $777K | Buy |
8,459
+180
| +2% | +$16.5K | 0.26% | 48 |
|
|
2017
Q3 | $753K | Sell |
8,279
-315
| -4% | -$28.7K | 0.26% | 49 |
|
|
2017
Q2 | $749K | Buy |
8,594
+268
| +3% | +$23.4K | 0.26% | 48 |
|
|
2017
Q1 | $748K | Sell |
8,326
-11,432
| -58% | -$1.03M | 0.27% | 45 |
|
|
2016
Q4 | $1.66M | Buy |
+19,758
| New | +$1.66M | 0.47% | 32 |
|