Centric Wealth Management’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 | $3.61M | Buy |
23,543
+568
| +2% | +$87.2K | 0.86% | 33 |
|
|
2025
Q1 | $3.92M | Buy |
22,975
+14,543
| +172% | +$2.48M | 1.03% | 21 |
|
|
2024
Q4 | $1.41M | Buy |
8,432
+4
| +0% | +$671 | 0.38% | 76 |
|
|
2024
Q3 | $1.36M | Sell |
8,428
-48
| -0.6% | -$7.73K | 0.36% | 77 |
|
|
2024
Q2 | $1.43M | Sell |
8,476
-219
| -3% | -$37K | 0.41% | 61 |
|
|
2024
Q1 | $1.42M | Buy |
8,695
+86
| +1% | +$14K | 0.45% | 62 |
|
|
2023
Q4 | $1.36M | Buy |
8,609
+351
| +4% | +$55.5K | 0.45% | 62 |
|
|
2023
Q3 | $1.2M | Sell |
8,258
-94
| -1% | -$13.7K | 0.5% | 58 |
|
|
2023
Q2 | $1.24M | Sell |
8,352
-62
| -0.7% | -$9.23K | 0.5% | 52 |
|
|
2023
Q1 | $1.25M | Buy |
8,414
+89
| +1% | +$13.2K | 0.54% | 49 |
|
|
2022
Q4 | $1.26M | Sell |
8,325
-939
| -10% | -$142K | 0.64% | 45 |
|
|
2022
Q3 | $1.17M | Sell |
9,264
-92
| -1% | -$11.6K | 0.47% | 54 |
|
|
2022
Q2 | $1.35M | Sell |
9,356
-2,121
| -18% | -$305K | 0.49% | 56 |
|
|
2022
Q1 | $1.75M | Buy |
11,477
+576
| +5% | +$88K | 0.55% | 45 |
|
|
2021
Q4 | $1.78M | Sell |
10,901
-44
| -0.4% | -$7.2K | 0.59% | 41 |
|
|
2021
Q3 | $1.53M | Hold |
10,945
| – | – | 0.56% | 43 |
|
|
2021
Q2 | $1.48M | Sell |
10,945
-1,892
| -15% | -$255K | 0.51% | 45 |
|
|
2021
Q1 | $1.74M | Sell |
12,837
-16
| -0.1% | -$2.17K | 0.5% | 54 |
|
|
2020
Q4 | $1.79M | Buy |
12,853
+2,161
| +20% | +$301K | 0.56% | 49 |
|
|
2020
Q3 | $1.3M | Buy |
10,692
+1,613
| +18% | +$195K | 0.97% | 20 |
|
|
2020
Q2 | $1.09M | Sell |
9,079
-1,613
| -15% | -$193K | 0.57% | 48 |
|
|
2020
Q1 | $1.3M | Buy |
10,692
+958
| +10% | +$116K | 0.97% | 20 |
|
|
2019
Q4 | $1.22M | Sell |
9,734
-958
| -9% | -$120K | 0.97% | 27 |
|
|
2019
Q3 | $1.3M | Buy |
10,692
+91
| +0.9% | +$11K | 0.97% | 20 |
|
|
2019
Q2 | $1.16M | Buy |
10,601
+478
| +5% | +$52.4K | 1.01% | 22 |
|
|
2019
Q1 | $1.05M | Sell |
10,123
-150
| -1% | -$15.6K | 0.97% | 25 |
|
|
2018
Q4 | $944K | Buy |
+10,273
| New | +$944K | 0.83% | 23 |
|