CIA
Concurrent Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
125,408
+5,406
| +5% | +$861K | 0.39% | 50 |
|
|
2025
Q1 | $20.5M | Buy |
120,002
+25,059
| +26% | +$4.27M | 0.5% | 38 |
|
|
2024
Q4 | $15.9M | Buy |
94,943
+834
| +0.9% | +$140K | 0.43% | 49 |
|
|
2024
Q3 | $16.3M | Buy |
94,109
+4,035
| +4% | +$699K | 0.48% | 43 |
|
|
2024
Q2 | $14.9M | Buy |
90,074
+15,567
| +21% | +$2.57M | 0.49% | 43 |
|
|
2024
Q1 | $12.1M | Sell |
74,507
-4,783
| -6% | -$776K | 0.49% | 46 |
|
|
2023
Q4 | $11.6M | Buy |
+79,290
| New | +$11.6M | 0.55% | 40 |
|