Cladis Investment Advisory’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 | $743K | Sell |
4,663
-50
| -1% | -$7.97K | 0.47% | 65 |
|
|
2025
Q1 | $803K | Sell |
4,713
-94
| -2% | -$16K | 0.58% | 54 |
|
|
2024
Q4 | $806K | Buy |
4,807
+236
| +5% | +$39.6K | 0.57% | 57 |
|
|
2024
Q3 | $792K | Hold |
4,571
| – | – | 0.55% | 59 |
|
|
2024
Q2 | $754K | Sell |
4,571
-199
| -4% | -$32.8K | 0.55% | 57 |
|
|
2024
Q1 | $774K | Hold |
4,770
| – | – | 0.57% | 55 |
|
|
2023
Q4 | $699K | Hold |
4,770
| – | – | 0.55% | 58 |
|
|
2023
Q3 | $696K | Buy |
4,770
+1
| +0% | +$146 | 0.61% | 56 |
|
|
2023
Q2 | $724K | Sell |
4,769
-35
| -0.7% | -$5.31K | 0.63% | 53 |
|
|
2023
Q1 | $714K | Buy |
4,804
+1
| +0% | +$149 | 0.64% | 52 |
|
|
2022
Q4 | $728K | Sell |
4,803
-53
| -1% | -$8.03K | 0.72% | 43 |
|
|
2022
Q3 | $613K | Buy |
4,856
+103
| +2% | +$13K | 0.66% | 51 |
|
|
2022
Q2 | $683K | Buy |
4,753
+66
| +1% | +$9.49K | 0.68% | 47 |
|
|
2022
Q1 | $716K | Hold |
4,687
| – | – | 0.58% | 57 |
|
|
2021
Q4 | $767K | Buy |
+4,687
| New | +$767K | 0.61% | 53 |
|