Colton Groome Financial Advisors’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 | $318K | Hold |
1,995
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $324K | Hold |
1,995
| – | – | 0.13% | 93 |
|
|
2024
Q4 | $334K | Buy |
1,995
+62
| +3% | +$10.4K | 0.13% | 88 |
|
|
2024
Q3 | $335K | Buy |
1,933
+25
| +1% | +$4.33K | 0.13% | 101 |
|
|
2024
Q2 | $315K | Sell |
1,908
-30
| -2% | -$4.95K | 0.12% | 97 |
|
|
2024
Q1 | $314K | Sell |
1,938
-105
| -5% | -$17K | 0.13% | 92 |
|
|
2023
Q4 | $299K | Sell |
2,043
-3,482
| -63% | -$510K | 0.13% | 94 |
|
|
2023
Q3 | $806K | Buy |
5,525
+310
| +6% | +$45.2K | 0.4% | 54 |
|
|
2023
Q2 | $791K | Buy |
5,215
+835
| +19% | +$127K | 0.37% | 60 |
|
|
2023
Q1 | $651K | Buy |
4,380
+657
| +18% | +$97.7K | 0.31% | 65 |
|
|
2022
Q4 | $564K | Buy |
3,723
+1,780
| +92% | +$270K | 0.28% | 63 |
|
|
2022
Q3 | $245K | Buy |
1,943
+400
| +26% | +$50.4K | 0.12% | 94 |
|
|
2022
Q2 | $222K | Buy |
+1,543
| New | +$222K | 0.11% | 102 |
|
|
2022
Q1 | – | Sell |
-3,910
| Closed | -$640K | – | 130 |
|
|
2021
Q4 | $640K | Buy |
3,910
+25
| +0.6% | +$4.09K | 0.26% | 66 |
|
|
2021
Q3 | $543K | Sell |
3,885
-75
| -2% | -$10.5K | 0.24% | 63 |
|
|
2021
Q2 | $534K | Buy |
+3,960
| New | +$534K | 0.24% | 64 |
|