CAAS
Capital Asset Advisory Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
28,425
-4,441
| -14% | -$716K | 0.21% | 62 |
|
|
2025
Q1 | $5.57M | Sell |
32,866
-6,213
| -16% | -$1.05M | 0.28% | 46 |
|
|
2024
Q4 | $6.45M | Buy |
39,079
+953
| +2% | +$157K | 0.32% | 46 |
|
|
2024
Q3 | $6.41M | Buy |
38,126
+607
| +2% | +$102K | 0.32% | 45 |
|
|
2024
Q2 | $6.22M | Sell |
37,519
-5,720
| -13% | -$948K | 0.34% | 45 |
|
|
2024
Q1 | $6.75M | Buy |
43,239
+1,229
| +3% | +$192K | 0.39% | 40 |
|
|
2023
Q4 | $6.16M | Buy |
42,010
+886
| +2% | +$130K | 0.38% | 40 |
|
|
2023
Q3 | $5.88M | Buy |
41,124
+2,224
| +6% | +$318K | 0.4% | 38 |
|
|
2023
Q2 | $5.84M | Buy |
38,900
+914
| +2% | +$137K | 0.41% | 36 |
|
|
2023
Q1 | $5.65M | Buy |
37,986
+1,668
| +5% | +$248K | 0.42% | 34 |
|
|
2022
Q4 | $5.55M | Buy |
36,318
+2,489
| +7% | +$380K | 0.44% | 29 |
|
|
2022
Q3 | $4.27M | Buy |
33,829
+868
| +3% | +$110K | 0.56% | 19 |
|
|
2022
Q2 | $4.74M | Sell |
32,961
-494
| -1% | -$71K | 0.52% | 28 |
|
|
2022
Q1 | $5.11M | Buy |
33,455
+4,198
| +14% | +$641K | 0.54% | 28 |
|
|
2021
Q4 | $4.79M | Buy |
29,257
+623
| +2% | +$102K | 0.51% | 29 |
|
|
2021
Q3 | $4M | Buy |
28,634
+7,934
| +38% | +$1.11M | 0.45% | 33 |
|
|
2021
Q2 | $2.79M | Sell |
20,700
-1,147
| -5% | -$155K | 0.31% | 44 |
|
|
2021
Q1 | $2.96M | Buy |
21,847
+2,386
| +12% | +$323K | 0.44% | 39 |
|
|
2020
Q4 | $2.71M | Buy |
19,461
+2,147
| +12% | +$299K | 0.48% | 30 |
|
|
2020
Q3 | $2.41M | Sell |
17,314
-8,395
| -33% | -$1.17M | 0.5% | 31 |
|
|
2020
Q2 | $3.45M | Buy |
25,709
+613
| +2% | +$82.2K | 0.74% | 19 |
|
|
2020
Q1 | $2.88M | Sell |
25,096
-2,323
| -8% | -$266K | 0.76% | 22 |
|
|
2019
Q4 | $3.43M | Buy |
+27,419
| New | +$3.43M | 0.81% | 19 |
|