Creative Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230M | Buy |
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|
2025
Q1 | $243M | Buy |
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|
2024
Q4 | $232M | Sell |
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|
2024
Q3 | $241M | Buy |
|
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|
2024
Q2 | $222M | Buy |
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|
2024
Q1 | $218M | Buy |
|
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|
2023
Q4 | $195M | Buy |
|
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|
2023
Q3 | $188M | Buy |
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|
2023
Q2 | $186M | Sell |
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|
2023
Q1 | $185M | Sell |
|
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|
2022
Q4 | $190M | Buy |
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|
2022
Q3 | $153M | Buy |
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|
2022
Q2 | $166M | Buy |
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|
2022
Q1 | $157M | Buy |
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|
2021
Q4 | $152M | Sell |
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|
2021
Q3 | $136M | Sell |
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|
2021
Q2 | $133M | Buy |
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|
2021
Q1 | $132M | Buy |
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|
2020
Q4 | $134M | Buy |
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|
2020
Q3 | $122M | Buy |
|
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|
2020
Q2 | $53.3M | Sell |
|
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|
2020
Q1 | $50.4M | Sell |
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|
2019
Q4 | $58.5M | Buy |
|
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|
2019
Q3 | $55.9M | Buy |
|
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|
2019
Q2 | $46.7M | Sell |
|
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|
2019
Q1 | $45.8M | Buy |
|
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|
2018
Q4 | $38.9M | Buy |
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|
2018
Q3 | $31.6M | Buy |
|
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|
2018
Q2 | $27.9M | Buy |
|
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|
2018
Q1 | $26.4M | Buy |
|
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|
2017
Q4 | $30.4M | Sell |
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|
2017
Q3 | $30.6M | Sell |
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|
2017
Q2 | $30.4M | Buy |
|
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|
2017
Q1 | $28.8M | Buy |
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|
2016
Q4 | $25.8M | Buy |
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|
2016
Q3 | $26.2M | Buy |
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|
2016
Q2 | $23.1M | Buy |
|
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|
2016
Q1 | $22.1M | Sell |
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|
2015
Q4 | $22M | Buy |
|
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|
2015
Q3 | $18.6M | Buy |
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|
2015
Q2 | $18.9M | Buy |
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|
2015
Q1 | $18.8M | Buy |
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|
2014
Q4 | $19.2M | Buy |
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|
2014
Q3 | $16.3M | Buy |
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|
2014
Q2 | $13.3M | Buy |
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|
2014
Q1 | $12.6M | Buy |
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|
2013
Q4 | $12.7M | Buy |
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|
2013
Q3 | $9.16M | Buy |
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|
2013
Q2 | $8.3M | Buy |
|