Axiom Financial Strategies’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 |
-1,182
| Closed | -$201K | – | 56 |
|
|
2025
Q1 | $201K | Buy |
+1,182
| New | +$201K | 0.12% | 47 |
|
|
2022
Q4 | – | Sell |
-1,660
| Closed | -$210K | – | 61 |
|
|
2022
Q3 | $210K | Sell |
1,660
-68
| -4% | -$8.6K | 0.11% | 66 |
|
|
2022
Q2 | $248K | Hold |
1,728
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $276K | Buy |
1,728
+113
| +7% | +$18K | 0.14% | 52 |
|
|
2021
Q4 | $264K | Sell |
1,615
-80
| -5% | -$13.1K | 0.12% | 62 |
|
|
2021
Q3 | $237K | Buy |
1,695
+4
| +0.2% | +$559 | 0.11% | 64 |
|
|
2021
Q2 | $228K | Sell |
1,691
-66
| -4% | -$8.9K | 0.11% | 65 |
|
|
2021
Q1 | $238K | Buy |
1,757
+7
| +0.4% | +$948 | 0.12% | 61 |
|
|
2020
Q4 | $243K | Hold |
1,750
| – | – | 0.15% | 57 |
|
|
2020
Q3 | $243K | Sell |
1,750
-368
| -17% | -$51.1K | 0.15% | 57 |
|
|
2020
Q2 | $253K | Sell |
2,118
-32
| -1% | -$3.82K | 0.16% | 51 |
|
|
2020
Q1 | $237K | Buy |
+2,150
| New | +$237K | 0.19% | 50 |
|