CFP
Curran Financial Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
4,802
+180
| +4% | +$28.7K | 0.17% | 69 |
|
|
2025
Q1 | $788K | Sell |
4,622
-1,003
| -18% | -$171K | 0.19% | 53 |
|
|
2024
Q4 | $943K | Buy |
5,625
+354
| +7% | +$59.4K | 0.25% | 52 |
|
|
2024
Q3 | $913K | Buy |
5,271
+15
| +0.3% | +$2.6K | 0.26% | 53 |
|
|
2024
Q2 | $867K | Buy |
5,256
+134
| +3% | +$22.1K | 0.29% | 51 |
|
|
2024
Q1 | $831K | Buy |
5,122
+4
| +0.1% | +$649 | 0.29% | 51 |
|
|
2023
Q4 | $779K | Sell |
5,118
-1
| -0% | -$152 | 0.3% | 49 |
|
|
2023
Q3 | $747K | Buy |
5,119
+1
| +0% | +$146 | 0.33% | 47 |
|
|
2023
Q2 | $777K | Buy |
5,118
+39
| +0.8% | +$5.92K | 0.34% | 49 |
|
|
2023
Q1 | $755K | Buy |
5,079
+132
| +3% | +$19.6K | 0.36% | 43 |
|
|
2022
Q4 | $750K | Sell |
4,947
-215
| -4% | -$32.6K | 0.36% | 46 |
|
|
2022
Q3 | $652K | Sell |
5,162
-167
| -3% | -$21.1K | 0.33% | 38 |
|
|
2022
Q2 | $766K | Buy |
5,329
+20
| +0.4% | +$2.88K | 0.36% | 39 |
|
|
2022
Q1 | $811K | Buy |
5,309
+200
| +4% | +$30.6K | 0.33% | 48 |
|
|
2021
Q4 | $836K | Buy |
5,109
+344
| +7% | +$56.3K | 0.35% | 43 |
|
|
2021
Q3 | $667K | Buy |
4,765
+44
| +0.9% | +$6.16K | 0.34% | 39 |
|
|
2021
Q2 | $637K | Buy |
4,721
+29
| +0.6% | +$3.91K | 0.35% | 41 |
|
|
2021
Q1 | $635K | Buy |
4,692
+35
| +0.8% | +$4.74K | 0.46% | 34 |
|
|
2020
Q4 | $648K | Buy |
+4,657
| New | +$648K | 0.56% | 34 |
|