Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $623K | Sell |
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $464K | Hold |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $446K | Sell |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $337K | Hold |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $333K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $563K | Buy |
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|
2017
Q3 | $455K | Sell |
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|
2017
Q2 | $445K | Sell |
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|
2017
Q1 | $599K | Hold |
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|
2016
Q4 | $560K | Sell |
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|
2016
Q3 | $629K | Sell |
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|
2016
Q2 | $604K | Buy |
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|
2016
Q1 | $582K | Buy |
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|
2015
Q4 | $503K | Buy |
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|
2015
Q3 | $370K | Buy |
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|
2015
Q2 | $329K | Hold |
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|
2015
Q1 | $345K | Buy |
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|
2014
Q4 | $353K | Buy |
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