DAS
Dynamic Advisor Solutions’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
28,000
-277
| -1% | -$44.1K | 0.14% | 174 |
|
|
2025
Q1 | $4.82M | Buy |
28,277
+251
| +0.9% | +$42.8K | 0.16% | 159 |
|
|
2024
Q4 | $4.7M | Sell |
28,026
-3,898
| -12% | -$654K | 0.2% | 117 |
|
|
2024
Q3 | $5.53M | Sell |
31,924
-323
| -1% | -$55.9K | 0.17% | 153 |
|
|
2024
Q2 | $5.32M | Sell |
32,247
-1,153
| -3% | -$190K | 0.17% | 153 |
|
|
2024
Q1 | $5.42M | Sell |
33,400
-2,677
| -7% | -$434K | 0.18% | 148 |
|
|
2023
Q4 | $5.32M | Buy |
36,077
+2,614
| +8% | +$385K | 0.2% | 148 |
|
|
2023
Q3 | $4.88M | Buy |
33,463
+5,402
| +19% | +$788K | 0.23% | 122 |
|
|
2023
Q2 | $4.26M | Buy |
28,061
+1,855
| +7% | +$281K | 0.22% | 134 |
|
|
2023
Q1 | $3.9M | Buy |
26,206
+2,234
| +9% | +$332K | 0.23% | 120 |
|
|
2022
Q4 | $3.63M | Buy |
23,972
+730
| +3% | +$111K | 0.25% | 101 |
|
|
2022
Q3 | $2.93M | Buy |
23,242
+136
| +0.6% | +$17.2K | 0.22% | 107 |
|
|
2022
Q2 | $3.32M | Sell |
23,106
-383
| -2% | -$55.1K | 0.26% | 92 |
|
|
2022
Q1 | $3.59M | Buy |
23,489
+1,188
| +5% | +$182K | 0.25% | 97 |
|
|
2021
Q4 | $3.65M | Sell |
22,301
-441
| -2% | -$72.1K | 0.26% | 88 |
|
|
2021
Q3 | $3.18M | Buy |
22,742
+708
| +3% | +$99K | 0.24% | 94 |
|
|
2021
Q2 | $2.97M | Sell |
22,034
-2,261
| -9% | -$305K | 0.24% | 106 |
|
|
2021
Q1 | $3.29M | Sell |
24,295
-4,494
| -16% | -$609K | 0.31% | 81 |
|
|
2020
Q4 | $4.01M | Buy |
28,789
+479
| +2% | +$66.7K | 0.37% | 66 |
|
|
2020
Q3 | $3.94M | Sell |
28,310
-78
| -0.3% | -$10.8K | 0.45% | 48 |
|
|
2020
Q2 | $3.39M | Buy |
28,388
+1,472
| +5% | +$176K | 0.46% | 50 |
|
|
2020
Q1 | $2.96M | Buy |
26,916
+437
| +2% | +$48.1K | 0.54% | 36 |
|
|
2019
Q4 | $3.31M | Sell |
26,479
-208
| -0.8% | -$26K | 0.45% | 53 |
|
|
2019
Q3 | $3.32M | Sell |
26,687
-1,223
| -4% | -$152K | 0.52% | 50 |
|
|
2019
Q2 | $3.06M | Buy |
27,910
+3,277
| +13% | +$359K | 0.49% | 51 |
|
|
2019
Q1 | $2.56M | Sell |
24,633
-139
| -0.6% | -$14.5K | 0.48% | 54 |
|
|
2018
Q4 | $2.32M | Sell |
24,772
-3,959
| -14% | -$371K | 0.49% | 53 |
|
|
2018
Q3 | $2.39M | Buy |
28,731
+454
| +2% | +$37.8K | 0.5% | 54 |
|
|
2018
Q2 | $2.21M | Buy |
28,277
+2,336
| +9% | +$182K | 0.5% | 51 |
|
|
2018
Q1 | $2.06M | Buy |
25,941
+11,392
| +78% | +$903K | 0.53% | 50 |
|
|
2017
Q4 | $1.34M | Buy |
14,549
+1,879
| +15% | +$173K | 0.44% | 80 |
|
|
2017
Q3 | $1.15M | Sell |
12,670
-5,944
| -32% | -$541K | 0.46% | 74 |
|
|
2017
Q2 | $1.62M | Buy |
18,614
+3,960
| +27% | +$345K | 0.63% | 49 |
|
|
2017
Q1 | $1.32M | Sell |
14,654
-1,042
| -7% | -$93.6K | 0.51% | 60 |
|
|
2016
Q4 | $1.32M | Sell |
15,696
-13,517
| -46% | -$1.14M | 0.53% | 58 |
|
|
2016
Q3 | $2.62M | Sell |
29,213
-7,882
| -21% | -$707K | 0.99% | 22 |
|
|
2016
Q2 | $3.14M | Sell |
37,095
-1,145
| -3% | -$97K | 1.27% | 19 |
|
|
2016
Q1 | $3.15M | Sell |
38,240
-184
| -0.5% | -$15.1K | 1.34% | 20 |
|
|
2015
Q4 | $3.05M | Buy |
38,424
+3,051
| +9% | +$242K | 1.26% | 18 |
|
|
2015
Q3 | $2.55M | Buy |
35,373
+6,681
| +23% | +$481K | 1.28% | 21 |
|
|
2015
Q2 | $2.25M | Buy |
28,692
+20,871
| +267% | +$1.63M | 1.31% | 22 |
|
|
2015
Q1 | $641K | Buy |
7,821
+1,934
| +33% | +$159K | 0.32% | 93 |
|
|
2014
Q4 | $536K | Buy |
5,887
+170
| +3% | +$15.5K | 0.29% | 105 |
|
|
2014
Q3 | $479K | Buy |
+5,717
| New | +$479K | 0.26% | 116 |
|
|
2014
Q2 | – | Sell |
-6,105
| Closed | -$492K | – | 225 |
|
|
2014
Q1 | $492K | Buy |
6,105
+1,064
| +21% | +$85.7K | 0.34% | 108 |
|
|
2013
Q4 | $411K | Buy |
+5,041
| New | +$411K | 0.3% | 118 |
|