Buttonwood Financial Advisors’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 | $1.04M | Sell |
6,508
-436
| -6% | -$69.5K | 0.42% | 46 |
|
2025
Q1 | $1.18M | Sell |
6,944
-151
| -2% | -$25.7K | 0.52% | 37 |
|
2024
Q4 | $1.19M | Sell |
7,095
-307
| -4% | -$51.5K | 0.52% | 41 |
|
2024
Q3 | $1.28M | Sell |
7,402
-103
| -1% | -$17.8K | 0.56% | 41 |
|
2024
Q2 | $1.24M | Sell |
7,505
-1,329
| -15% | -$219K | 0.58% | 39 |
|
2024
Q1 | $1.43M | Sell |
8,834
-415
| -4% | -$67.3K | 0.67% | 40 |
|
2023
Q4 | $1.36M | Sell |
9,249
-516
| -5% | -$75.6K | 0.74% | 36 |
|
2023
Q3 | $1.42M | Buy |
9,765
+322
| +3% | +$47K | 0.9% | 34 |
|
2023
Q2 | $1.43M | Buy |
9,443
+1,053
| +13% | +$160K | 0.9% | 31 |
|
2023
Q1 | $1.25M | Sell |
8,390
-84
| -1% | -$12.5K | 0.97% | 28 |
|
2022
Q4 | $1.28M | Sell |
8,474
-740
| -8% | -$112K | 1.08% | 26 |
|
2022
Q3 | $1.16M | Sell |
9,214
-290
| -3% | -$36.6K | 1.05% | 27 |
|
2022
Q2 | $1.37M | Buy |
9,504
+2,135
| +29% | +$307K | 1.23% | 25 |
|
2022
Q1 | $1.13M | Buy |
7,369
+2,094
| +40% | +$320K | 1.02% | 33 |
|
2021
Q4 | $863K | Buy |
+5,275
| New | +$863K | 0.84% | 37 |
|