Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
100,271
+1,969
| +2% | +$299K | 0.46% | 87 |
|
|
2025
Q4 | $14.1M | Buy |
98,302
+608
| +0.6% | +$89.6K | 0.46% | 85 |
|
|
2025
Q3 | $15M | Buy |
97,694
+870
| +0.9% | +$136K | 0.5% | 74 |
|
|
2025
Q2 | $15.4M | Buy |
96,824
+1,042
| +1% | +$170K | 0.55% | 68 |
|
|
2025
Q1 | $16.3M | Sell |
95,782
-24
| -0% | -$4.02K | 0.67% | 56 |
|
|
2024
Q4 | $16.1M | Sell |
95,806
-197
| -0.2% | -$33.6K | 0.65% | 55 |
|
|
2024
Q3 | $16.6M | Buy |
96,003
+1,398
| +1% | +$237K | 0.68% | 48 |
|
|
2024
Q2 | $15.6M | Sell |
94,605
-544
| -0.6% | -$88.9K | 0.7% | 49 |
|
|
2024
Q1 | $15.4M | Sell |
95,149
-365
| -0.4% | -$57.2K | 0.69% | 52 |
|
|
2023
Q4 | $14M | Sell |
95,514
-452
| -0.5% | -$66.9K | 0.67% | 62 |
|
|
2023
Q3 | $14M | Buy |
95,966
+1,365
| +1% | +$208K | 0.74% | 49 |
|
|
2023
Q2 | $14.4M | Buy |
94,601
+1,141
| +1% | +$172K | 0.79% | 41 |
|
|
2023
Q1 | $13.9M | Buy |
93,460
+491
| +0.5% | +$70.2K | 0.82% | 35 |
|
|
2022
Q4 | $14.1M | Buy |
92,969
+1,009
| +1% | +$141K | 0.86% | 35 |
|
|
2022
Q3 | $11.6M | Buy |
91,960
+478
| +0.5% | +$67.9K | 0.8% | 40 |
|
|
2022
Q2 | $13.2M | Buy |
91,482
+848
| +0.9% | +$127K | 0.87% | 34 |
|
|
2022
Q1 | $13.8M | Buy |
90,634
+772
| +0.9% | +$121K | 0.81% | 39 |
|
|
2021
Q4 | $12.6M | Hold |
89,862
| – | – | 0.81% | 43 |
|
|
2021
Q3 | $12.6M | Buy |
89,862
+288
| +0.3% | +$40.8K | 0.81% | 43 |
|
|
2021
Q2 | $12.1M | Buy |
89,574
+724
| +0.8% | +$98K | 0.77% | 50 |
|
|
2021
Q1 | $12M | Buy |
88,850
+524
| +0.6% | +$68.4K | 0.81% | 46 |
|
|
2020
Q4 | $12.3M | Buy |
88,326
+344
| +0.4% | +$48.1K | 1.08% | 23 |
|
|
2020
Q3 | $12.2M | Sell |
87,982
-4,994
| -5% | -$663K | 1.25% | 17 |
|
|
2020
Q2 | $11.1M | Buy |
92,976
+1,722
| +2% | +$201K | 1.24% | 20 |
|
|
2020
Q1 | $10M | Buy |
91,254
+116
| +0.1% | +$13.9K | 1.35% | 12 |
|
|
2019
Q4 | $11.4M | Buy |
91,138
+1,376
| +2% | +$168K | 1.27% | 13 |
|
|
2019
Q3 | $11.2M | Sell |
89,762
-5,850
| -6% | -$691K | 1.36% | 13 |
|
|
2019
Q2 | $10.5M | Buy |
95,612
+768
| +0.8% | +$81.9K | 1.29% | 12 |
|
|
2019
Q1 | $9.87M | Buy |
94,844
+778
| +0.8% | +$75.7K | 1.28% | 13 |
|
|
2018
Q4 | $8.65M | Buy |
94,066
+2,050
| +2% | +$183K | 1.3% | 14 |
|
|
2018
Q3 | $7.66M | Buy |
92,016
+966
| +1% | +$79K | 1.03% | 29 |
|
|
2018
Q2 | $7.11M | Buy |
91,050
+1,280
| +1% | +$96.3K | 1.01% | 26 |
|
|
2018
Q1 | $7.12M | Buy |
89,770
+1,420
| +2% | +$118K | 1.04% | 24 |
|
|
2017
Q4 | $8.12M | Buy |
88,350
+517
| +0.6% | +$46.5K | 1.17% | 17 |
|
|
2017
Q3 | $7.99M | Buy |
87,833
+404
| +0.5% | +$36.8K | 1.22% | 11 |
|
|
2017
Q2 | $7.62M | Buy |
87,429
+1,289
| +1% | +$114K | 1.2% | 9 |
|
|
2017
Q1 | $7.74M | Sell |
86,140
-341
| -0.4% | -$30.2K | 1.24% | 7 |
|
|
2016
Q4 | $7.27M | Buy |
86,481
+2,283
| +3% | +$195K | 1.2% | 6 |
|
|
2016
Q3 | $7.56M | Buy |
84,198
+841
| +1% | +$73K | 1.35% | 4 |
|
|
2016
Q2 | $7.06M | Buy |
83,357
+2,322
| +3% | +$191K | 1.27% | 5 |
|
|
2016
Q1 | $6.67M | Sell |
81,035
-43
| -0.1% | -$3.46K | 1.28% | 5 |
|
|
2015
Q4 | $6.44M | Buy |
81,078
+1,342
| +2% | +$103K | 1.38% | 5 |
|
|
2015
Q3 | $5.74M | Buy |
79,736
+1,811
| +2% | +$136K | 1.37% | 5 |
|
|
2015
Q2 | $6.09M | Buy |
77,925
+1,035
| +1% | +$83.3K | 1.39% | 4 |
|
|
2015
Q1 | $6.3M | Buy |
76,890
+2,757
| +4% | +$237K | 1.45% | 2 |
|
|
2014
Q4 | $6.75M | Sell |
74,133
-1,268
| -2% | -$112K | 1.64% | 1 |
|
|
2014
Q3 | $6.31M | Sell |
75,401
-1,103
| -1% | -$90.4K | 1.59% | 2 |
|
|
2014
Q2 | $6.01M | Sell |
76,504
-248
| -0.3% | -$20K | 1.44% | 5 |
|
|
2014
Q1 | $6.19M | Sell |
76,752
-3,477
| -4% | -$274K | 1.51% | 4 |
|
|
2013
Q4 | $6.53M | Sell |
80,229
-6
| -0% | -$489 | 1.58% | 2 |
|
|
2013
Q3 | $6.07M | Buy |
80,235
+701
| +0.9% | +$55.8K | 1.58% | 2 |
|
|
2013
Q2 | $6.12M | Buy |
+79,534
| New | +$6.24M | 1.68% | 3 |
|
Other funds holding PG
VCM
VPM
