Carolinas Wealth Consulting’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 | – | Sell |
-82,783
| Closed | -$536K | – | 683 |
|
2025
Q1 | $536K | Sell |
82,783
-1,011
| -1% | -$6.55K | 0.12% | 94 |
|
2024
Q4 | $698K | Buy |
83,794
+12
| +0% | +$100 | 0.14% | 86 |
|
2024
Q3 | $717K | Buy |
83,782
+12,426
| +17% | +$106K | 0.13% | 85 |
|
2024
Q2 | $652K | Sell |
71,356
-414
| -0.6% | -$3.78K | 0.13% | 87 |
|
2024
Q1 | $710K | Sell |
71,770
-21,305
| -23% | -$211K | 0.14% | 79 |
|
2023
Q4 | $732K | Sell |
93,075
-478
| -0.5% | -$3.76K | 0.16% | 70 |
|
2023
Q3 | $819K | Sell |
93,553
-247
| -0.3% | -$2.16K | 0.2% | 63 |
|
2023
Q2 | $865K | Buy |
93,800
+5
| +0% | +$46 | 0.17% | 77 |
|
2023
Q1 | $848K | Buy |
93,795
+654
| +0.7% | +$5.92K | 0.18% | 75 |
|
2022
Q4 | $870K | Buy |
93,141
+261
| +0.3% | +$2.44K | 0.2% | 68 |
|
2022
Q3 | $706K | Sell |
92,880
-24
| -0% | -$182 | 0.18% | 64 |
|
2022
Q2 | $796K | Buy |
92,904
+87,906
| +1,759% | +$753K | 0.2% | 63 |
|
2022
Q1 | $764K | Sell |
4,998
-374
| -7% | -$57.2K | 0.17% | 71 |
|
2021
Q4 | $879K | Buy |
5,372
+628
| +13% | +$103K | 0.19% | 62 |
|
2021
Q3 | $663K | Sell |
4,744
-735
| -13% | -$103K | 0.15% | 70 |
|
2021
Q2 | $739K | Sell |
5,479
-378
| -6% | -$51K | 0.16% | 66 |
|
2021
Q1 | $793K | Sell |
5,857
-268
| -4% | -$36.3K | 0.19% | 58 |
|
2020
Q4 | $852K | Sell |
6,125
-157
| -2% | -$21.8K | 0.23% | 51 |
|
2020
Q3 | $873K | Buy |
6,282
+1,994
| +47% | +$277K | 0.29% | 46 |
|
2020
Q2 | $513K | Buy |
4,288
+15
| +0.4% | +$1.8K | 0.2% | 56 |
|
2020
Q1 | $470K | Buy |
4,273
+2,333
| +120% | +$257K | 0.25% | 54 |
|
2019
Q4 | $240K | Buy |
+1,940
| New | +$240K | 0.25% | 53 |
|