Creative Planning’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230M | Buy |
1,441,987
+14,882
| +1% | +$2.37M | 0.2% | 56 |
|
|
2025
Q1 | $243M | Buy |
1,427,105
+44,190
| +3% | +$7.53M | 0.23% | 50 |
|
|
2024
Q4 | $232M | Sell |
1,382,915
-10,528
| -0.8% | -$1.77M | 0.23% | 51 |
|
|
2024
Q3 | $241M | Buy |
1,393,443
+47,551
| +4% | +$8.24M | 0.24% | 49 |
|
|
2024
Q2 | $222M | Buy |
1,345,892
+114
| +0% | +$18.8K | 0.24% | 51 |
|
|
2024
Q1 | $218M | Buy |
1,345,778
+14,215
| +1% | +$2.31M | 0.24% | 51 |
|
|
2023
Q4 | $195M | Buy |
1,331,563
+41,120
| +3% | +$6.03M | 0.36% | 47 |
|
|
2023
Q3 | $188M | Buy |
1,290,443
+67,944
| +6% | +$9.91M | 0.25% | 52 |
|
|
2023
Q2 | $186M | Sell |
1,222,499
-24,057
| -2% | -$3.65M | 0.25% | 49 |
|
|
2023
Q1 | $185M | Sell |
1,246,556
-9,780
| -0.8% | -$1.45M | 0.27% | 47 |
|
|
2022
Q4 | $190M | Buy |
1,256,336
+42,492
| +4% | +$6.44M | 0.29% | 48 |
|
|
2022
Q3 | $153M | Buy |
1,213,844
+59,791
| +5% | +$7.55M | 0.27% | 46 |
|
|
2022
Q2 | $166M | Buy |
1,154,053
+128,098
| +12% | +$18.4M | 0.27% | 47 |
|
|
2022
Q1 | $157M | Buy |
1,025,955
+94,446
| +10% | +$14.4M | 0.24% | 45 |
|
|
2021
Q4 | $152M | Sell |
931,509
-38,311
| -4% | -$6.27M | 0.24% | 45 |
|
|
2021
Q3 | $136M | Sell |
969,820
-17,253
| -2% | -$2.41M | 0.24% | 48 |
|
|
2021
Q2 | $133M | Buy |
987,073
+14,794
| +2% | +$2M | 0.24% | 50 |
|
|
2021
Q1 | $132M | Buy |
972,279
+9,824
| +1% | +$1.33M | 0.27% | 43 |
|
|
2020
Q4 | $134M | Buy |
962,455
+81,039
| +9% | +$11.3M | 0.29% | 41 |
|
|
2020
Q3 | $122M | Buy |
881,416
+435,946
| +98% | +$60.4M | 0.32% | 42 |
|
|
2020
Q2 | $53.3M | Sell |
445,470
-12,565
| -3% | -$1.5M | 0.15% | 63 |
|
|
2020
Q1 | $50.4M | Sell |
458,035
-10,129
| -2% | -$1.11M | 0.18% | 54 |
|
|
2019
Q4 | $58.5M | Buy |
468,164
+19,078
| +4% | +$2.38M | 0.18% | 57 |
|
|
2019
Q3 | $55.9M | Buy |
449,086
+23,281
| +5% | +$2.9M | 0.18% | 57 |
|
|
2019
Q2 | $46.7M | Sell |
425,805
-14,176
| -3% | -$1.55M | 0.16% | 62 |
|
|
2019
Q1 | $45.8M | Buy |
439,981
+16,464
| +4% | +$1.71M | 0.17% | 58 |
|
|
2018
Q4 | $38.9M | Buy |
423,517
+43,353
| +11% | +$3.99M | 0.16% | 59 |
|
|
2018
Q3 | $31.6M | Buy |
380,164
+22,908
| +6% | +$1.91M | 0.12% | 73 |
|
|
2018
Q2 | $27.9M | Buy |
357,256
+24,827
| +7% | +$1.94M | 0.11% | 75 |
|
|
2018
Q1 | $26.4M | Buy |
332,429
+1,365
| +0.4% | +$108K | 0.11% | 78 |
|
|
2017
Q4 | $30.4M | Sell |
331,064
-5,387
| -2% | -$495K | 0.13% | 71 |
|
|
2017
Q3 | $30.6M | Sell |
336,451
-12,713
| -4% | -$1.16M | 0.14% | 66 |
|
|
2017
Q2 | $30.4M | Buy |
349,164
+28,916
| +9% | +$2.52M | 0.15% | 66 |
|
|
2017
Q1 | $28.8M | Buy |
320,248
+13,091
| +4% | +$1.18M | 0.16% | 66 |
|
|
2016
Q4 | $25.8M | Buy |
307,157
+14,836
| +5% | +$1.25M | 0.16% | 69 |
|
|
2016
Q3 | $26.2M | Buy |
292,321
+19,760
| +7% | +$1.77M | 0.17% | 63 |
|
|
2016
Q2 | $23.1M | Buy |
272,561
+4,414
| +2% | +$374K | 0.17% | 60 |
|
|
2016
Q1 | $22.1M | Sell |
268,147
-8,499
| -3% | -$700K | 0.17% | 60 |
|
|
2015
Q4 | $22M | Buy |
276,646
+17,782
| +7% | +$1.41M | 0.18% | 61 |
|
|
2015
Q3 | $18.6M | Buy |
258,864
+16,976
| +7% | +$1.22M | 0.16% | 66 |
|
|
2015
Q2 | $18.9M | Buy |
241,888
+12,208
| +5% | +$955K | 0.17% | 62 |
|
|
2015
Q1 | $18.8M | Buy |
229,680
+19,433
| +9% | +$1.59M | 0.18% | 58 |
|
|
2014
Q4 | $19.2M | Buy |
210,247
+16,192
| +8% | +$1.47M | 0.2% | 54 |
|
|
2014
Q3 | $16.3M | Buy |
194,055
+25,034
| +15% | +$2.1M | 0.19% | 61 |
|
|
2014
Q2 | $13.3M | Buy |
169,021
+12,155
| +8% | +$955K | 0.17% | 65 |
|
|
2014
Q1 | $12.6M | Buy |
156,866
+1,208
| +0.8% | +$97.4K | 0.19% | 57 |
|
|
2013
Q4 | $12.7M | Buy |
155,658
+34,524
| +29% | +$2.81M | 0.22% | 56 |
|
|
2013
Q3 | $9.16M | Buy |
121,134
+13,361
| +12% | +$1.01M | 0.18% | 59 |
|
|
2013
Q2 | $8.3M | Buy |
+107,773
| New | +$8.3M | 0.19% | 53 |
|