Delta Financial 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 | $5.01M | Buy |
31,445
+487
| +2% | +$77.6K | 1.76% | 14 |
|
|
2025
Q1 | $5.28M | Sell |
30,958
-57
| -0.2% | -$9.71K | 1.98% | 11 |
|
|
2024
Q4 | $5.2M | Buy |
31,015
+24
| +0.1% | +$4.02K | 1.93% | 11 |
|
|
2024
Q3 | $5.37M | Buy |
30,991
+497
| +2% | +$86.1K | 1.95% | 10 |
|
|
2024
Q2 | $5.03M | Sell |
30,494
-158
| -0.5% | -$26.1K | 1.95% | 11 |
|
|
2024
Q1 | $4.97M | Sell |
30,652
-55
| -0.2% | -$8.92K | 1.97% | 11 |
|
|
2023
Q4 | $4.5M | Sell |
30,707
-1,120
| -4% | -$164K | 1.95% | 10 |
|
|
2023
Q3 | $4.64M | Sell |
31,827
-240
| -0.7% | -$35K | 2.09% | 10 |
|
|
2023
Q2 | $4.87M | Buy |
32,067
+665
| +2% | +$101K | 2.15% | 10 |
|
|
2023
Q1 | $4.67M | Sell |
31,402
-148
| -0.5% | -$22K | 2.25% | 9 |
|
|
2022
Q4 | $4.78M | Sell |
31,550
-9
| -0% | -$1.36K | 2.32% | 7 |
|
|
2022
Q3 | $3.98M | Buy |
31,559
+8,445
| +37% | +$1.07M | 2.12% | 8 |
|
|
2022
Q2 | $3.32M | Buy |
23,114
+104
| +0.5% | +$15K | 1.66% | 13 |
|
|
2022
Q1 | $3.52M | Sell |
23,010
-182
| -0.8% | -$27.8K | 1.5% | 16 |
|
|
2021
Q4 | $3.79M | Buy |
23,192
+13
| +0.1% | +$2.13K | 1.55% | 13 |
|
|
2021
Q3 | $3.24M | Sell |
23,179
-32
| -0.1% | -$4.47K | 1.44% | 15 |
|
|
2021
Q2 | $3.13M | Sell |
23,211
-57
| -0.2% | -$7.69K | 1.38% | 16 |
|
|
2021
Q1 | $3.15M | Buy |
23,268
+308
| +1% | +$41.7K | 1.47% | 16 |
|
|
2020
Q4 | $3.2M | Sell |
22,960
-560
| -2% | -$77.9K | 1.6% | 13 |
|
|
2020
Q3 | $3.27M | Sell |
23,520
-1,241
| -5% | -$172K | 1.81% | 9 |
|
|
2020
Q2 | $2.96M | Buy |
24,761
+49
| +0.2% | +$5.86K | 1.74% | 11 |
|
|
2020
Q1 | $2.72M | Sell |
24,712
-8,235
| -25% | -$906K | 1.87% | 10 |
|
|
2019
Q4 | $4.12M | Sell |
32,947
-447
| -1% | -$55.8K | 1.61% | 14 |
|
|
2019
Q3 | $4.15M | Buy |
33,394
+5
| +0% | +$622 | 1.68% | 11 |
|
|
2019
Q2 | $3.66M | Buy |
+33,389
| New | +$3.66M | 1.51% | 15 |
|