CVA Family Office’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 | $1.64M | Sell |
10,288
-107
| -1% | -$17K | 0.23% | 73 |
|
|
2025
Q1 | $1.77M | Buy |
10,395
+191
| +2% | +$32.6K | 0.27% | 63 |
|
|
2024
Q4 | $1.71M | Buy |
10,204
+480
| +5% | +$80.5K | 0.27% | 63 |
|
|
2024
Q3 | $1.68M | Buy |
9,724
+151
| +2% | +$26.2K | 0.27% | 62 |
|
|
2024
Q2 | $1.58M | Buy |
9,573
+3
| +0% | +$495 | 0.28% | 63 |
|
|
2024
Q1 | $1.55M | Buy |
9,570
+519
| +6% | +$84.2K | 0.28% | 65 |
|
|
2023
Q4 | $1.33M | Sell |
9,051
-724
| -7% | -$106K | 0.26% | 64 |
|
|
2023
Q3 | $1.43M | Buy |
9,775
+642
| +7% | +$93.6K | 0.33% | 57 |
|
|
2023
Q2 | $1.39M | Buy |
9,133
+342
| +4% | +$51.9K | 0.29% | 61 |
|
|
2023
Q1 | $1.31M | Buy |
8,791
+455
| +5% | +$67.7K | 0.29% | 56 |
|
|
2022
Q4 | $1.26M | Sell |
8,336
-336
| -4% | -$50.9K | 0.31% | 56 |
|
|
2022
Q3 | $1.1M | Buy |
8,672
+991
| +13% | +$125K | 0.3% | 62 |
|
|
2022
Q2 | $1.1M | Buy |
7,681
+526
| +7% | +$75.6K | 0.3% | 55 |
|
|
2022
Q1 | $1.09M | Buy |
7,155
+191
| +3% | +$29.2K | 0.26% | 63 |
|
|
2021
Q4 | $1.14M | Buy |
6,964
+3,339
| +92% | +$546K | 0.28% | 57 |
|
|
2021
Q3 | $504K | Sell |
3,625
-3,426
| -49% | -$476K | 0.36% | 49 |
|
|
2021
Q2 | $951K | Buy |
7,051
+1,279
| +22% | +$173K | 0.27% | 59 |
|
|
2021
Q1 | $782K | Buy |
5,772
+2,146
| +59% | +$291K | 0.3% | 51 |
|
|
2020
Q4 | $505K | Buy |
3,626
+1
| +0% | +$139 | 0.31% | 52 |
|
|
2020
Q3 | $504K | Buy |
3,625
+436
| +14% | +$60.6K | 0.36% | 49 |
|
|
2020
Q2 | $381K | Buy |
3,189
+180
| +6% | +$21.5K | 0.31% | 53 |
|
|
2020
Q1 | $331K | Buy |
3,009
+200
| +7% | +$22K | 0.34% | 56 |
|
|
2019
Q4 | $351K | Buy |
+2,809
| New | +$351K | 0.32% | 55 |
|