Capstone Financial 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 | $529K | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $380K | Hold |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $228K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $359K | Sell |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $362K | Buy |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $382K | Buy |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $377K | Sell |
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|
2015
Q3 | $394K | Sell |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $588K | Buy |
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|
2014
Q4 | $586K | Buy |
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|
2014
Q3 | $513K | Buy |
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|
2014
Q2 | $460K | Sell |
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|
2014
Q1 | $473K | Sell |
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|
2013
Q4 | $494K | Buy |
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