Coppell Advisory Solutions’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 | $2.39M | Sell |
14,957
-13,807
| -48% | -$2.21M | 0.28% | 66 |
|
2025
Q1 | $4.67M | Buy |
28,764
+6,337
| +28% | +$1.03M | 0.65% | 34 |
|
2024
Q4 | $3.75M | Buy |
22,427
+1,195
| +6% | +$200K | 0.52% | 33 |
|
2024
Q3 | $3.68M | Buy |
21,232
+323
| +2% | +$56.1K | 0.54% | 34 |
|
2024
Q2 | $3.45M | Buy |
+20,909
| New | +$3.45M | 0.57% | 32 |
|
2023
Q4 | $3.37M | Buy |
22,980
+6,573
| +40% | +$963K | 0.67% | 28 |
|
2023
Q3 | $2.49M | Sell |
16,407
-1,712
| -9% | -$259K | 0.86% | 27 |
|
2023
Q2 | $2.71M | Buy |
18,119
+1,348
| +8% | +$201K | 0.77% | 23 |
|
2023
Q1 | $2.47M | Buy |
16,771
+364
| +2% | +$53.7K | 0.81% | 26 |
|
2022
Q4 | $2.49M | Buy |
+16,407
| New | +$2.49M | 0.84% | 28 |
|
2020
Q4 | $4.62M | Buy |
+33,197
| New | +$4.62M | 2.33% | 6 |
|