Ballast Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $654K | Sell |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $491K | Buy |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $256K | Buy |
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