Concord Wealth Partners’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 | $3.45M | Buy |
21,666
+804
| +4% | +$128K | 0.5% | 43 |
|
|
2025
Q1 | $3.56M | Buy |
20,862
+29
| +0.1% | +$4.94K | 0.58% | 39 |
|
|
2024
Q4 | $3.49M | Sell |
20,833
-6,127
| -23% | -$1.03M | 0.57% | 40 |
|
|
2024
Q3 | $4.67M | Buy |
26,960
+395
| +1% | +$68.4K | 0.78% | 35 |
|
|
2024
Q2 | $4.38M | Buy |
26,565
+1,468
| +6% | +$242K | 0.77% | 32 |
|
|
2024
Q1 | $4.07M | Buy |
25,097
+3,605
| +17% | +$585K | 0.73% | 35 |
|
|
2023
Q4 | $3.15M | Buy |
21,492
+4,026
| +23% | +$590K | 0.63% | 38 |
|
|
2023
Q3 | $2.55M | Buy |
17,466
+1,232
| +8% | +$180K | 0.54% | 35 |
|
|
2023
Q2 | $2.46M | Buy |
16,234
+4,966
| +44% | +$754K | 0.53% | 36 |
|
|
2023
Q1 | $1.68M | Buy |
11,268
+2,727
| +32% | +$405K | 0.48% | 33 |
|
|
2022
Q4 | $1.29M | Sell |
8,541
-3,385
| -28% | -$513K | 0.39% | 39 |
|
|
2022
Q3 | $1.51M | Sell |
11,926
-362
| -3% | -$45.7K | 0.48% | 37 |
|
|
2022
Q2 | $1.77M | Buy |
12,288
+11
| +0.1% | +$1.58K | 0.49% | 33 |
|
|
2022
Q1 | $1.88M | Buy |
12,277
+308
| +3% | +$47.1K | 0.49% | 30 |
|
|
2021
Q4 | $1.96M | Buy |
11,969
+7,291
| +156% | +$1.19M | 0.48% | 28 |
|
|
2021
Q3 | $654K | Sell |
4,678
-4,145
| -47% | -$579K | 0.27% | 29 |
|
|
2021
Q2 | $1.19M | Buy |
8,823
+1,023
| +13% | +$138K | 0.34% | 28 |
|
|
2021
Q1 | $1.06M | Buy |
7,800
+3,720
| +91% | +$504K | 0.36% | 26 |
|
|
2020
Q4 | $568K | Buy |
+4,080
| New | +$568K | 0.44% | 28 |
|