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Clarity Financial’s Procter & Gamble PG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.9M Sell
137,350
-24,156
-15% -$3.85M 2.35% 17
2025
Q1
$27.5M Buy
161,506
+44,849
+38% +$7.64M 3.17% 9
2024
Q4
$19.6M Buy
116,657
+6,175
+6% +$1.04M 2.34% 14
2024
Q3
$19.1M Buy
110,482
+8,774
+9% +$1.52M 2.22% 14
2024
Q2
$16.8M Buy
101,708
+1,800
+2% +$297K 2.48% 15
2024
Q1
$16.2M Sell
99,908
-10,154
-9% -$1.65M 2.45% 17
2023
Q4
$16.1M Sell
110,062
-1,941
-2% -$284K 2.8% 11
2023
Q3
$16.3M Buy
112,003
+24,025
+27% +$3.5M 2.74% 9
2023
Q2
$13.3M Buy
87,978
+83,861
+2,037% +$12.7M 1.9% 12
2023
Q1
$612K Sell
4,117
-47,620
-92% -$7.08M 2.26% 15
2022
Q4
$7.84M Buy
51,737
+9,049
+21% +$1.37M 1.51% 16
2022
Q3
$5.39M Sell
42,688
-12,205
-22% -$1.54M 1.26% 23
2022
Q2
$7.89M Sell
54,893
-7,492
-12% -$1.08M 1.71% 19
2022
Q1
$9.53M Buy
62,385
+13,665
+28% +$2.09M 1.93% 16
2021
Q4
$7.97M Buy
48,720
+24,270
+99% +$3.97M 1.24% 26
2021
Q3
$3.42M Buy
24,450
+1,890
+8% +$264K 0.56% 46
2021
Q2
$3.04M Buy
22,560
+1,062
+5% +$143K 0.58% 44
2021
Q1
$2.91M Buy
21,498
+19,388
+919% +$2.63M 0.59% 46
2020
Q4
$294K Buy
+2,110
New +$294K 0.07% 69