Compton Wealth Advisory Group’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 | $1.35M | Sell |
8,448
-509
| -6% | -$81.1K | 0.34% | 49 |
|
2025
Q1 | $1.53M | Sell |
8,957
-792
| -8% | -$135K | 0.42% | 45 |
|
2024
Q4 | $1.63M | Buy |
9,749
+438
| +5% | +$73.4K | 0.42% | 48 |
|
2024
Q3 | $1.61M | Buy |
9,311
+40
| +0.4% | +$6.93K | 0.41% | 49 |
|
2024
Q2 | $1.53M | Buy |
9,271
+40
| +0.4% | +$6.6K | 0.41% | 48 |
|
2024
Q1 | $1.5M | Buy |
9,231
+261
| +3% | +$42.3K | 0.41% | 47 |
|
2023
Q4 | $1.31M | Buy |
8,970
+931
| +12% | +$136K | 0.41% | 46 |
|
2023
Q3 | $1.17M | Hold |
8,039
| – | – | 0.4% | 47 |
|
2023
Q2 | $1.22M | Buy |
8,039
+1
| +0% | +$152 | 0.41% | 46 |
|
2023
Q1 | $1.2M | Buy |
+8,038
| New | +$1.2M | 0.41% | 46 |
|
2021
Q4 | – | Sell |
-4,532
| Closed | -$634K | – | 75 |
|
2021
Q3 | $634K | Sell |
4,532
-171
| -4% | -$23.9K | 0.3% | 57 |
|
2021
Q2 | $635K | Buy |
4,703
+248
| +6% | +$33.5K | 0.3% | 55 |
|
2021
Q1 | $603K | Buy |
4,455
+1,320
| +42% | +$179K | 0.35% | 53 |
|
2020
Q4 | $436K | Buy |
+3,135
| New | +$436K | 0.27% | 59 |
|