Destination Wealth Management’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 | $8.53M | Buy |
53,569
+205
| +0.4% | +$32.7K | 0.25% | 79 |
|
|
2025
Q1 | $9.09M | Sell |
53,364
-2,493
| -4% | -$425K | 0.29% | 75 |
|
|
2024
Q4 | $9.36M | Buy |
55,857
+799
| +1% | +$134K | 0.29% | 74 |
|
|
2024
Q3 | $9.54M | Buy |
55,058
+392
| +0.7% | +$67.9K | 0.3% | 75 |
|
|
2024
Q2 | $9.02M | Sell |
54,666
-348
| -0.6% | -$57.4K | 0.3% | 73 |
|
|
2024
Q1 | $8.93M | Buy |
55,014
+66
| +0.1% | +$10.7K | 0.3% | 74 |
|
|
2023
Q4 | $8.05M | Sell |
54,948
-2,522
| -4% | -$370K | 0.28% | 75 |
|
|
2023
Q3 | $8.38M | Sell |
57,470
-964
| -2% | -$141K | 0.33% | 71 |
|
|
2023
Q2 | $8.87M | Sell |
58,434
-950
| -2% | -$144K | 0.33% | 71 |
|
|
2023
Q1 | $8.83M | Buy |
59,384
+1,215
| +2% | +$181K | 0.33% | 71 |
|
|
2022
Q4 | $8.82M | Sell |
58,169
-462
| -0.8% | -$70K | 0.35% | 71 |
|
|
2022
Q3 | $7.4M | Buy |
58,631
+1,784
| +3% | +$225K | 0.31% | 75 |
|
|
2022
Q2 | $8.17M | Buy |
56,847
+124
| +0.2% | +$17.8K | 0.33% | 73 |
|
|
2022
Q1 | $8.67M | Buy |
56,723
+539
| +1% | +$82.4K | 0.32% | 72 |
|
|
2021
Q4 | $9.19M | Buy |
56,184
+1,050
| +2% | +$172K | 0.33% | 70 |
|
|
2021
Q3 | $7.71M | Sell |
55,134
-501
| -0.9% | -$70K | 0.3% | 75 |
|
|
2021
Q2 | $7.51M | Buy |
55,635
+2,559
| +5% | +$345K | 0.29% | 75 |
|
|
2021
Q1 | $7.19M | Buy |
53,076
+2,583
| +5% | +$350K | 0.3% | 73 |
|
|
2020
Q4 | $7.03M | Sell |
50,493
-513
| -1% | -$71.4K | 0.31% | 68 |
|
|
2020
Q3 | $7.09M | Buy |
51,006
+187
| +0.4% | +$26K | 0.36% | 62 |
|
|
2020
Q2 | $6.08M | Buy |
50,819
+4,008
| +9% | +$479K | 0.33% | 61 |
|
|
2020
Q1 | $5.15M | Buy |
46,811
+854
| +2% | +$93.9K | 0.32% | 62 |
|
|
2019
Q4 | $5.74M | Buy |
45,957
+2,709
| +6% | +$338K | 0.29% | 61 |
|
|
2019
Q3 | $5.38M | Sell |
43,248
-4,119
| -9% | -$512K | 0.29% | 62 |
|
|
2019
Q2 | $5.19M | Sell |
47,367
-4,661
| -9% | -$511K | 0.29% | 62 |
|
|
2019
Q1 | $5.41M | Sell |
52,028
-3,531
| -6% | -$367K | 0.3% | 60 |
|
|
2018
Q4 | $5.11M | Sell |
55,559
-1,866
| -3% | -$172K | 0.31% | 60 |
|
|
2018
Q3 | $4.78M | Buy |
57,425
+664
| +1% | +$55.3K | 0.27% | 67 |
|
|
2018
Q2 | $4.43M | Buy |
56,761
+56,692
| +82,162% | +$4.43M | 0.27% | 70 |
|
|
2018
Q1 | $1K | Sell |
69
-54,692
| -100% | -$793K | ﹤0.01% | 551 |
|
|
2017
Q4 | $5.03M | Buy |
54,761
+1,709
| +3% | +$157K | 0.31% | 62 |
|
|
2017
Q3 | $4.83M | Buy |
53,052
+1,357
| +3% | +$123K | 0.31% | 61 |
|
|
2017
Q2 | $4.51M | Buy |
51,695
+2,726
| +6% | +$238K | 0.3% | 64 |
|
|
2017
Q1 | $4.4M | Buy |
48,969
+2,094
| +4% | +$188K | 0.3% | 58 |
|
|
2016
Q4 | $3.94M | Buy |
46,875
+10,246
| +28% | +$861K | 0.29% | 60 |
|
|
2016
Q3 | $3.29M | Sell |
36,629
-388
| -1% | -$34.8K | 0.25% | 60 |
|
|
2016
Q2 | $3.13M | Buy |
37,017
+20,353
| +122% | +$1.72M | 0.26% | 58 |
|
|
2016
Q1 | $1.32M | Hold |
16,664
| – | – | 0.13% | 67 |
|
|
2015
Q4 | $1.32M | Buy |
16,664
+589
| +4% | +$46.8K | 0.13% | 67 |
|
|
2015
Q3 | $1.16M | Sell |
16,075
-25,577
| -61% | -$1.84M | 0.13% | 64 |
|
|
2015
Q2 | $3.26M | Buy |
41,652
+33,291
| +398% | +$2.6M | 0.22% | 76 |
|
|
2015
Q1 | $685K | Sell |
8,361
-692
| -8% | -$56.7K | 0.07% | 61 |
|
|
2014
Q4 | $825K | Buy |
9,053
+406
| +5% | +$37K | 0.08% | 63 |
|
|
2014
Q3 | $724K | Sell |
8,647
-534
| -6% | -$44.7K | 0.08% | 70 |
|
|
2014
Q2 | $722K | Buy |
9,181
+1,274
| +16% | +$100K | 0.07% | 71 |
|
|
2014
Q1 | $637K | Sell |
7,907
-268
| -3% | -$21.6K | 0.07% | 72 |
|
|
2013
Q4 | $666K | Buy |
8,175
+1,646
| +25% | +$134K | 0.07% | 72 |
|
|
2013
Q3 | $493K | Buy |
6,529
+157
| +2% | +$11.9K | 0.06% | 71 |
|
|
2013
Q2 | $490K | Buy |
+6,372
| New | +$490K | 0.06% | 72 |
|