Caldwell Trust’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
65,627
+336
|
|
||||
|
2025
Q1 | $11.1M | Buy |
65,291
+477
|
|
||||
|
2024
Q4 | $10.9M | Buy |
64,814
+2,443
|
|
||||
|
2024
Q3 | $10.8M | Sell |
62,371
-350
|
|
||||
|
2024
Q2 | $10.3M | Buy |
62,721
+2,370
|
|
||||
|
2024
Q1 | $9.79M | Sell |
60,351
-1,641
|
|
||||
|
2023
Q4 | $9.08M | Buy |
61,992
+249
|
|
||||
|
2023
Q3 | $9.01M | Sell |
61,743
-1,122
|
|
||||
|
2023
Q2 | $9.54M | Sell |
62,865
-6,556
|
|
||||
|
2023
Q1 | $10.3M | Sell |
69,421
-770
|
|
||||
|
2022
Q4 | $10.6M | Sell |
70,191
-454
|
|
||||
|
2022
Q3 | $8.92M | Sell |
70,645
-47
|
|
||||
|
2022
Q2 | $10.2M | Sell |
70,692
-203
|
|
||||
|
2022
Q1 | $10.8M | Buy |
70,895
+317
|
|
||||
|
2021
Q4 | $11.5M | Sell |
70,578
-927
|
|
||||
|
2021
Q3 | $10M | Buy |
71,505
+1,798
|
|
||||
|
2021
Q2 | $9.41M | Buy |
69,707
+1,355
|
|
||||
|
2021
Q1 | $9.26M | Buy |
68,352
+1,587
|
|
||||
|
2020
Q4 | $9.29M | Sell |
66,765
-38
|
|
||||
|
2020
Q3 | $9.28M | Sell |
66,803
-2,215
|
|
||||
|
2020
Q2 | $8.25M | Sell |
69,018
-1,253
|
|
||||
|
2020
Q1 | $7.73M | Sell |
70,271
-555
|
|
||||
|
2019
Q4 | $8.85M | Buy |
+70,826
|
|