CBIZ Investment Advisory Services’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 | $71K | Buy |
446
+88
| +25% | +$14K | ﹤0.01% | 101 |
|
|
2025
Q1 | $61K | Buy |
358
+260
| +265% | +$44.3K | ﹤0.01% | 103 |
|
|
2024
Q4 | $16.4K | Buy |
98
+13
| +15% | +$2.17K | ﹤0.01% | 238 |
|
|
2024
Q3 | $14.8K | Sell |
85
-1
| -1% | -$174 | ﹤0.01% | 236 |
|
|
2024
Q2 | $14.1K | Buy |
86
+1
| +1% | +$164 | ﹤0.01% | 218 |
|
|
2024
Q1 | $13.9K | Buy |
+85
| New | +$13.9K | ﹤0.01% | 229 |
|
|
2021
Q1 | – | Hold |
0
| – | -$85K | – | 106 |
|
|
2020
Q4 | – | Hold |
0
| – | -$85K | – | 48 |
|
|
2020
Q3 | – | Hold |
0
| – | -$73K | – | 47 |
|
|
2020
Q2 | – | Hold |
0
| – | -$68K | – | 55 |
|
|
2020
Q1 | – | Hold |
0
| – | -$77K | – | 60 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 65 |
|