Connecticut Wealth Management’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 | $2.73M | Sell |
17,146
-1,476
| -8% | -$235K | 0.13% | 77 |
|
|
2025
Q1 | $3.17M | Sell |
18,622
-705
| -4% | -$120K | 0.17% | 69 |
|
|
2024
Q4 | $3.24M | Sell |
19,327
-315
| -2% | -$52.8K | 0.16% | 55 |
|
|
2024
Q3 | $3.4M | Buy |
19,642
+1,421
| +8% | +$246K | 0.16% | 73 |
|
|
2024
Q2 | $3M | Buy |
18,221
+1,347
| +8% | +$222K | 0.16% | 77 |
|
|
2024
Q1 | $2.74M | Buy |
16,874
+275
| +2% | +$44.6K | 0.15% | 80 |
|
|
2023
Q4 | $2.43M | Buy |
16,599
+210
| +1% | +$30.8K | 0.14% | 84 |
|
|
2023
Q3 | $2.39M | Buy |
16,389
+5,611
| +52% | +$818K | 0.16% | 75 |
|
|
2023
Q2 | $1.64M | Buy |
10,778
+1,079
| +11% | +$164K | 0.11% | 77 |
|
|
2023
Q1 | $1.44M | Sell |
9,699
-80
| -0.8% | -$11.9K | 0.11% | 76 |
|
|
2022
Q4 | $1.48M | Buy |
9,779
+85
| +0.9% | +$12.9K | 0.13% | 63 |
|
|
2022
Q3 | $1.22M | Sell |
9,694
-2,620
| -21% | -$331K | 0.11% | 68 |
|
|
2022
Q2 | $1.77M | Buy |
12,314
+333
| +3% | +$47.9K | 0.15% | 61 |
|
|
2022
Q1 | $1.83M | Sell |
11,981
-352
| -3% | -$53.8K | 0.14% | 65 |
|
|
2021
Q4 | $2.02M | Buy |
12,333
+304
| +3% | +$49.7K | 0.16% | 61 |
|
|
2021
Q3 | $1.68M | Buy |
12,029
+60
| +0.5% | +$8.39K | 0.15% | 64 |
|
|
2021
Q2 | $1.62M | Sell |
11,969
-3,384
| -22% | -$457K | 0.14% | 65 |
|
|
2021
Q1 | $2.08M | Buy |
15,353
+280
| +2% | +$37.9K | 0.19% | 43 |
|
|
2020
Q4 | $2.1M | Sell |
15,073
-488
| -3% | -$67.9K | 0.22% | 53 |
|
|
2020
Q3 | $2.16M | Buy |
15,561
+3,676
| +31% | +$511K | 0.24% | 56 |
|
|
2020
Q2 | $1.42M | Buy |
11,885
+2,708
| +30% | +$324K | 0.18% | 50 |
|
|
2020
Q1 | $1.01M | Sell |
9,177
-94
| -1% | -$10.3K | 0.15% | 68 |
|
|
2019
Q4 | $1.16M | Sell |
9,271
-1,745
| -16% | -$218K | 0.13% | 74 |
|
|
2019
Q3 | $1.37M | Buy |
11,016
+989
| +10% | +$123K | 0.17% | 69 |
|
|
2019
Q2 | $1.1M | Buy |
10,027
+411
| +4% | +$45K | 0.14% | 76 |
|
|
2019
Q1 | $1M | Buy |
9,616
+389
| +4% | +$40.5K | 0.34% | 29 |
|
|
2018
Q4 | $848K | Sell |
9,227
-123
| -1% | -$11.3K | 0.37% | 28 |
|
|
2018
Q3 | $782K | Buy |
9,350
+205
| +2% | +$17.1K | 0.35% | 28 |
|
|
2018
Q2 | $714K | Sell |
9,145
-100
| -1% | -$7.81K | 0.34% | 29 |
|
|
2018
Q1 | $716K | Buy |
9,245
+1,168
| +14% | +$90.5K | 0.41% | 27 |
|
|
2017
Q4 | $741K | Sell |
8,077
-97
| -1% | -$8.9K | 0.4% | 28 |
|
|
2017
Q3 | $753K | Sell |
8,174
-100
| -1% | -$9.21K | 0.44% | 28 |
|
|
2017
Q2 | $721K | Buy |
8,274
+83
| +1% | +$7.23K | 0.44% | 29 |
|
|
2017
Q1 | $737K | Hold |
8,191
| – | – | 0.45% | 29 |
|
|
2016
Q4 | $686K | Sell |
8,191
-111
| -1% | -$9.3K | 0.44% | 27 |
|
|
2016
Q3 | $733K | Buy |
+8,302
| New | +$733K | 0.53% | 26 |
|