CreativeOne Wealth’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 | $10.5M | Buy |
65,815
+18,719
| +40% | +$2.98M | 0.27% | 68 |
|
|
2025
Q1 | $8.03M | Buy |
47,096
+7,909
| +20% | +$1.35M | 0.24% | 83 |
|
|
2024
Q4 | $6.57M | Buy |
39,187
+6,066
| +18% | +$1.02M | 0.2% | 97 |
|
|
2024
Q3 | $5.74M | Buy |
33,121
+11,041
| +50% | +$1.91M | 0.2% | 106 |
|
|
2024
Q2 | $3.64M | Sell |
22,080
-9,094
| -29% | -$1.5M | 0.18% | 115 |
|
|
2024
Q1 | $5.06M | Buy |
31,174
+13,637
| +78% | +$2.21M | 0.2% | 102 |
|
|
2023
Q4 | $2.57M | Buy |
17,537
+1,490
| +9% | +$218K | 0.16% | 120 |
|
|
2023
Q3 | $2.34M | Sell |
16,047
-17,773
| -53% | -$2.59M | 0.17% | 121 |
|
|
2023
Q2 | $5.13M | Sell |
33,820
-8,667
| -20% | -$1.32M | 0.24% | 79 |
|
|
2023
Q1 | $6.32M | Buy |
42,487
+4,346
| +11% | +$646K | 0.31% | 63 |
|
|
2022
Q4 | $5.78M | Buy |
38,141
+4,106
| +12% | +$622K | 0.32% | 73 |
|
|
2022
Q3 | $4.3M | Buy |
34,035
+4,155
| +14% | +$525K | 0.26% | 80 |
|
|
2022
Q2 | $4.3M | Buy |
29,880
+7,103
| +31% | +$1.02M | 0.23% | 73 |
|
|
2022
Q1 | $3.48M | Buy |
22,777
+6,364
| +39% | +$972K | 0.18% | 93 |
|
|
2021
Q4 | $2.69M | Sell |
16,413
-733
| -4% | -$120K | 0.13% | 130 |
|
|
2021
Q3 | $2.4M | Sell |
17,146
-11
| -0.1% | -$1.54K | 0.14% | 128 |
|
|
2021
Q2 | $2.32M | Buy |
17,157
+2,141
| +14% | +$289K | 0.14% | 132 |
|
|
2021
Q1 | $2.03M | Buy |
15,016
+3,300
| +28% | +$447K | 0.15% | 118 |
|
|
2020
Q4 | $1.63M | Buy |
11,716
+9,912
| +549% | +$1.38M | 0.14% | 120 |
|
|
2020
Q3 | $251K | Buy |
+1,804
| New | +$251K | 0.03% | 232 |
|