DBIA
Dumont & Blake Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
10,858
+39
| +0.4% | +$6.21K | 0.45% | 64 |
|
|
2025
Q1 | $1.84M | Buy |
10,819
+60
| +0.6% | +$10.2K | 0.52% | 56 |
|
|
2024
Q4 | $1.8M | Sell |
10,759
-34
| -0.3% | -$5.7K | 0.48% | 56 |
|
|
2024
Q3 | $1.87M | Sell |
10,793
-10,932
| -50% | -$1.89M | 0.5% | 53 |
|
|
2024
Q2 | $3.58M | Buy |
21,725
+10,915
| +101% | +$1.8M | 0.51% | 49 |
|
|
2024
Q1 | $1.75M | Sell |
10,810
-423
| -4% | -$68.6K | 0.5% | 53 |
|
|
2023
Q4 | $1.65M | Sell |
11,233
-1,335
| -11% | -$196K | 0.51% | 49 |
|
|
2023
Q3 | $1.83M | Sell |
12,568
-37
| -0.3% | -$5.4K | 0.62% | 42 |
|
|
2023
Q2 | $1.91M | Sell |
12,605
-1,147
| -8% | -$174K | 0.62% | 40 |
|
|
2023
Q1 | $2.05M | Sell |
13,752
-265
| -2% | -$39.4K | 0.69% | 38 |
|
|
2022
Q4 | $2.12M | Sell |
14,017
-6
| -0% | -$909 | 0.75% | 34 |
|
|
2022
Q3 | $1.77M | Sell |
14,023
-1,163
| -8% | -$147K | 0.66% | 39 |
|
|
2022
Q2 | $2.18M | Sell |
15,186
-123
| -0.8% | -$17.7K | 0.71% | 37 |
|
|
2022
Q1 | $2.34M | Sell |
15,309
-253
| -2% | -$38.7K | 0.64% | 41 |
|
|
2021
Q4 | $2.55M | Buy |
15,562
+389
| +3% | +$63.6K | 0.66% | 39 |
|
|
2021
Q3 | $2.12M | Buy |
15,173
+22
| +0.1% | +$3.08K | 0.61% | 44 |
|
|
2021
Q2 | $2.04M | Buy |
15,151
+144
| +1% | +$19.4K | 0.58% | 46 |
|
|
2021
Q1 | $2.03M | Sell |
15,007
-60
| -0.4% | -$8.12K | 0.62% | 40 |
|
|
2020
Q4 | $2.1M | Sell |
15,067
-191
| -1% | -$26.6K | 0.72% | 36 |
|
|
2020
Q3 | $2.12M | Buy |
15,258
+65
| +0.4% | +$9.04K | 0.81% | 29 |
|
|
2020
Q2 | $1.82M | Sell |
15,193
-354
| -2% | -$42.3K | 0.76% | 36 |
|
|
2020
Q1 | $1.71M | Sell |
15,547
-57
| -0.4% | -$6.27K | 0.88% | 32 |
|
|
2019
Q4 | $1.95M | Buy |
15,604
+60
| +0.4% | +$7.49K | 0.77% | 35 |
|
|
2019
Q3 | $1.93M | Sell |
15,544
-331
| -2% | -$41.2K | 0.81% | 32 |
|
|
2019
Q2 | $1.74M | Sell |
15,875
-35
| -0.2% | -$3.84K | 0.73% | 36 |
|
|
2019
Q1 | $1.66M | Sell |
15,910
-2,023
| -11% | -$210K | 0.7% | 38 |
|
|
2018
Q4 | $1.65M | Sell |
17,933
-645
| -3% | -$59.3K | 0.77% | 36 |
|
|
2018
Q3 | $1.55M | Buy |
18,578
+651
| +4% | +$54.2K | 0.6% | 46 |
|
|
2018
Q2 | $1.4M | Sell |
17,927
-221
| -1% | -$17.2K | 0.59% | 49 |
|
|
2018
Q1 | $1.44M | Buy |
18,148
+100
| +0.6% | +$7.93K | 0.61% | 44 |
|
|
2017
Q4 | $1.66M | Sell |
18,048
-100
| -0.6% | -$9.19K | 0.67% | 39 |
|
|
2017
Q3 | $1.65M | Sell |
18,148
-40
| -0.2% | -$3.64K | 0.71% | 41 |
|
|
2017
Q2 | $1.59M | Buy |
18,188
+100
| +0.6% | +$8.72K | 0.7% | 41 |
|
|
2017
Q1 | $1.63M | Sell |
18,088
-3,419
| -16% | -$307K | 0.73% | 37 |
|
|
2016
Q4 | $1.81M | Buy |
21,507
+60
| +0.3% | +$5.04K | 0.85% | 29 |
|
|
2016
Q3 | $1.93M | Sell |
21,447
-2,983
| -12% | -$268K | 0.95% | 25 |
|
|
2016
Q2 | $2.07M | Sell |
24,430
-1,266
| -5% | -$107K | 1.04% | 23 |
|
|
2016
Q1 | $2.12M | Sell |
25,696
-130
| -0.5% | -$10.7K | 1.09% | 21 |
|
|
2015
Q4 | $2.05M | Buy |
25,826
+1,778
| +7% | +$141K | 1.05% | 22 |
|
|
2015
Q3 | $1.73M | Buy |
24,048
+124
| +0.5% | +$8.92K | 0.93% | 29 |
|
|
2015
Q2 | $1.87M | Hold |
23,924
| – | – | 0.91% | 31 |
|
|
2015
Q1 | $1.96M | Buy |
23,924
+50
| +0.2% | +$4.1K | 0.95% | 28 |
|
|
2014
Q4 | $2.18M | Sell |
23,874
-75
| -0.3% | -$6.83K | 1.08% | 22 |
|
|
2014
Q3 | $2.01M | Hold |
23,949
| – | – | 1.03% | 27 |
|
|
2014
Q2 | $1.88M | Sell |
23,949
-75
| -0.3% | -$5.89K | 0.94% | 29 |
|
|
2014
Q1 | $1.94M | Sell |
24,024
-600
| -2% | -$48.4K | 1.01% | 28 |
|
|
2013
Q4 | $2.01M | Sell |
24,624
-1,876
| -7% | -$153K | 1.03% | 25 |
|
|
2013
Q3 | $2M | Sell |
26,500
-45
| -0.2% | -$3.4K | 0.95% | 29 |
|
|
2013
Q2 | $2.04M | Buy |
+26,545
| New | +$2.04M | 1.23% | 21 |
|