D.B. Root & Company’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 | $514K | Sell |
3,225
-360
| -10% | -$57.4K | 0.15% | 102 |
|
|
2025
Q1 | $611K | Buy |
3,585
+6
| +0.2% | +$1.02K | 0.2% | 86 |
|
|
2024
Q4 | $600K | Buy |
3,579
+235
| +7% | +$39.4K | 0.19% | 88 |
|
|
2024
Q3 | $579K | Buy |
3,344
+264
| +9% | +$45.7K | 0.19% | 89 |
|
|
2024
Q2 | $508K | Buy |
3,080
+1,123
| +57% | +$185K | 0.17% | 106 |
|
|
2024
Q1 | $318K | Buy |
+1,957
| New | +$318K | 0.11% | 147 |
|
|
2022
Q2 | – | Sell |
-1,443
| Closed | -$220K | – | 183 |
|
|
2022
Q1 | $220K | Hold |
1,443
| – | – | 0.08% | 175 |
|
|
2021
Q4 | $236K | Hold |
1,443
| – | – | 0.09% | 177 |
|
|
2021
Q3 | $201K | Sell |
1,443
-479
| -25% | -$66.7K | 0.08% | 189 |
|
|
2021
Q2 | $259K | Buy |
+1,922
| New | +$259K | 0.1% | 183 |
|
|
2021
Q1 | – | Sell |
-1,452
| Closed | -$202K | – | 212 |
|
|
2020
Q4 | $202K | Sell |
1,452
-5
| -0.3% | -$696 | 0.08% | 195 |
|
|
2020
Q3 | $202K | Buy |
+1,457
| New | +$202K | 0.08% | 196 |
|