Callan Family Office’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 | $9.65M | Buy |
60,592
+31,123
| +106% | +$4.96M | 0.3% | 64 |
|
|
2025
Q1 | $5.02M | Sell |
29,469
-14,207
| -33% | -$2.42M | 0.38% | 59 |
|
|
2024
Q4 | $7.32M | Buy |
43,676
+39,221
| +880% | +$6.58M | 0.47% | 40 |
|
|
2024
Q3 | $772K | Buy |
4,455
+40
| +0.9% | +$6.93K | 0.13% | 80 |
|
|
2024
Q2 | $728K | Buy |
4,415
+624
| +16% | +$103K | 0.14% | 69 |
|
|
2024
Q1 | $615K | Sell |
3,791
-103
| -3% | -$16.7K | 0.14% | 55 |
|
|
2023
Q4 | $571K | Buy |
3,894
+103
| +3% | +$15.1K | 0.14% | 51 |
|
|
2023
Q3 | $553K | Sell |
3,791
-1,926
| -34% | -$281K | 0.15% | 53 |
|
|
2023
Q2 | $867K | Sell |
5,717
-77
| -1% | -$11.7K | 0.23% | 49 |
|
|
2023
Q1 | $862K | Buy |
5,794
+1,133
| +24% | +$168K | 0.21% | 70 |
|
|
2022
Q4 | $706K | Buy |
+4,661
| New | +$706K | 0.23% | 45 |
|