Crewe Advisors’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 | $1.39M | Buy |
8,756
+327
| +4% | +$52.1K | 0.2% | 55 |
|
|
2025
Q1 | $1.44M | Buy |
8,429
+30
| +0.4% | +$5.11K | 0.2% | 49 |
|
|
2024
Q4 | $1.41M | Sell |
8,399
-1,184
| -12% | -$199K | 0.19% | 46 |
|
|
2024
Q3 | $1.66M | Sell |
9,583
-648
| -6% | -$112K | 0.19% | 42 |
|
|
2024
Q2 | $1.69M | Buy |
10,231
+664
| +7% | +$110K | 0.19% | 50 |
|
|
2024
Q1 | $1.55M | Buy |
+9,567
| New | +$1.55M | 0.18% | 52 |
|
|
2023
Q3 | – | Sell |
-8,979
| Closed | -$1.36M | – | 837 |
|
|
2023
Q2 | $1.36M | Sell |
8,979
-234
| -3% | -$35.5K | 0.19% | 45 |
|
|
2023
Q1 | $1.37M | Buy |
9,213
+514
| +6% | +$76.4K | 0.2% | 46 |
|
|
2022
Q4 | $1.32M | Buy |
8,699
+298
| +4% | +$45.2K | 0.21% | 46 |
|
|
2022
Q3 | $1.06M | Buy |
8,401
+383
| +5% | +$48.4K | 0.19% | 43 |
|
|
2022
Q2 | $1.15M | Buy |
8,018
+962
| +14% | +$138K | 0.25% | 33 |
|
|
2022
Q1 | $1.08M | Buy |
7,056
+6,220
| +744% | +$950K | 0.21% | 30 |
|
|
2021
Q4 | $137K | Buy |
836
+607
| +265% | +$99.5K | 0.03% | 114 |
|
|
2021
Q3 | $32K | Hold |
229
| – | – | 0.01% | 181 |
|
|
2021
Q2 | $31K | Sell |
229
-538
| -70% | -$72.8K | 0.01% | 187 |
|
|
2021
Q1 | $104K | Sell |
767
-59
| -7% | -$8K | 0.03% | 103 |
|
|
2020
Q4 | $115K | Buy |
826
+49
| +6% | +$6.82K | 0.05% | 90 |
|
|
2020
Q3 | $108K | Buy |
777
+581
| +296% | +$80.8K | 0.05% | 83 |
|
|
2020
Q2 | $23K | Hold |
196
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $22K | Sell |
196
-25
| -11% | -$2.81K | 0.01% | 123 |
|
|
2019
Q4 | $28K | Buy |
221
+25
| +13% | +$3.17K | 0.01% | 138 |
|
|
2019
Q3 | $24K | Sell |
196
-23
| -11% | -$2.82K | 0.01% | 153 |
|
|
2019
Q2 | $24K | Buy |
219
+196
| +852% | +$21.5K | 0.01% | 174 |
|
|
2019
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 219 |
|
|
2018
Q3 | – | Sell |
-142
| Closed | -$11K | – | 256 |
|
|
2018
Q2 | $11K | Sell |
142
-76
| -35% | -$5.89K | 0.01% | 207 |
|
|
2018
Q1 | $17K | Sell |
218
-50
| -19% | -$3.9K | 0.02% | 197 |
|
|
2017
Q4 | $25K | Buy |
+268
| New | +$25K | 0.02% | 176 |
|