CFS 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 | $4.42M | Sell |
27,747
-353
| -1% | -$56.2K | 0.36% | 66 |
|
2025
Q1 | $4.79M | Sell |
28,100
-1,163
| -4% | -$198K | 0.43% | 52 |
|
2024
Q4 | $4.91M | Buy |
29,263
+1,432
| +5% | +$240K | 0.44% | 50 |
|
2024
Q3 | $4.82M | Sell |
27,831
-29,213
| -51% | -$5.06M | 0.41% | 51 |
|
2024
Q2 | $9.41M | Buy |
+57,044
| New | +$9.41M | 0.76% | 28 |
|
2023
Q3 | – | Sell |
-28,119
| Closed | -$4.27M | – | 227 |
|
2023
Q2 | $4.27M | Buy |
+28,119
| New | +$4.27M | 0.55% | 34 |
|
2022
Q3 | – | Sell |
-26,317
| Closed | -$3.78M | – | 330 |
|
2022
Q2 | $3.78M | Sell |
26,317
-4,048,972
| -99% | -$582M | 0.58% | 34 |
|
2022
Q1 | $642K | Buy |
4,075,289
+4,048,566
| +15,150% | +$638K | 2.79% | 8 |
|
2021
Q4 | $4.29M | Buy |
26,723
+48
| +0.2% | +$7.7K | 0.58% | 33 |
|
2021
Q3 | $3.73M | Buy |
+26,675
| New | +$3.73M | 0.51% | 39 |
|
2020
Q4 | $3.02M | Buy |
+21,681
| New | +$3.02M | 0.48% | 37 |
|