Eads & Heald 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 | $2.26M | Buy |
14,175
+114
| +0.8% | +$18.2K | 1.12% | 29 |
|
|
2025
Q1 | $2.4M | Sell |
14,061
-176
| -1% | -$30K | 1.22% | 24 |
|
|
2024
Q4 | $2.39M | Sell |
14,237
-100
| -0.7% | -$16.8K | 1.17% | 25 |
|
|
2024
Q3 | $2.48M | Sell |
14,337
-628
| -4% | -$109K | 1.18% | 26 |
|
|
2024
Q2 | $2.47M | Sell |
14,965
-319
| -2% | -$52.6K | 1.19% | 24 |
|
|
2024
Q1 | $2.48M | Sell |
15,284
-1,101
| -7% | -$179K | 1.16% | 26 |
|
|
2023
Q4 | $2.4M | Sell |
16,385
-157
| -0.9% | -$23K | 1.16% | 27 |
|
|
2023
Q3 | $2.41M | Sell |
16,542
-543
| -3% | -$79.2K | 1.27% | 24 |
|
|
2023
Q2 | $2.59M | Sell |
17,085
-856
| -5% | -$130K | 1.27% | 22 |
|
|
2023
Q1 | $2.67M | Buy |
17,941
+32
| +0.2% | +$4.76K | 1.32% | 15 |
|
|
2022
Q4 | $2.71M | Buy |
17,909
+8
| +0% | +$1.21K | 1.38% | 13 |
|
|
2022
Q3 | $2.26M | Buy |
17,901
+31
| +0.2% | +$3.91K | 1.28% | 19 |
|
|
2022
Q2 | $2.57M | Buy |
17,870
+190
| +1% | +$27.3K | 1.38% | 8 |
|
|
2022
Q1 | $2.7M | Sell |
17,680
-265
| -1% | -$40.5K | 1.25% | 20 |
|
|
2021
Q4 | $2.94M | Buy |
17,945
+94
| +0.5% | +$15.4K | 1.28% | 18 |
|
|
2021
Q3 | $2.5M | Buy |
17,851
+79
| +0.4% | +$11K | 1.21% | 23 |
|
|
2021
Q2 | $2.4M | Sell |
17,772
-145
| -0.8% | -$19.6K | 1.17% | 26 |
|
|
2021
Q1 | $2.43M | Buy |
17,917
+104
| +0.6% | +$14.1K | 1.25% | 20 |
|
|
2020
Q4 | $2.48M | Buy |
17,813
+299
| +2% | +$41.6K | 1.34% | 16 |
|
|
2020
Q3 | $2.43M | Sell |
17,514
-2,130
| -11% | -$296K | 1.46% | 14 |
|
|
2020
Q2 | $2.35M | Sell |
19,644
-442
| -2% | -$52.9K | 1.43% | 14 |
|
|
2020
Q1 | $2.21M | Sell |
20,086
-631
| -3% | -$69.4K | 1.56% | 10 |
|
|
2019
Q4 | $2.59M | Buy |
20,717
+17
| +0.1% | +$2.12K | 1.37% | 16 |
|
|
2019
Q3 | $2.58M | Sell |
20,700
-578
| -3% | -$71.9K | 1.44% | 10 |
|
|
2019
Q2 | $2.33M | Sell |
21,278
-500
| -2% | -$54.8K | 1.32% | 20 |
|
|
2019
Q1 | $2.27M | Sell |
21,778
-168
| -0.8% | -$17.5K | 1.31% | 18 |
|
|
2018
Q4 | $2.02M | Sell |
21,946
-925
| -4% | -$85K | 1.34% | 21 |
|
|
2018
Q3 | $1.9M | Buy |
22,871
+115
| +0.5% | +$9.57K | 1.09% | 42 |
|
|
2018
Q2 | $1.78M | Buy |
22,756
+1,265
| +6% | +$98.7K | 1.09% | 39 |
|
|
2018
Q1 | $1.7M | Sell |
21,491
-425
| -2% | -$33.7K | 1.08% | 41 |
|
|
2017
Q4 | $2.01M | Buy |
21,916
+566
| +3% | +$52K | 1.19% | 30 |
|
|
2017
Q3 | $1.94M | Buy |
21,350
+409
| +2% | +$37.2K | 1.21% | 28 |
|
|
2017
Q2 | $1.83M | Sell |
20,941
-428
| -2% | -$37.3K | 1.17% | 30 |
|
|
2017
Q1 | $1.92M | Sell |
21,369
-153
| -0.7% | -$13.7K | 1.24% | 25 |
|
|
2016
Q4 | $1.81M | Buy |
21,522
+117
| +0.5% | +$9.84K | 1.23% | 25 |
|
|
2016
Q3 | $1.92M | Sell |
21,405
-459
| -2% | -$41.2K | 1.32% | 15 |
|
|
2016
Q2 | $1.85M | Sell |
21,864
-276
| -1% | -$23.4K | 1.27% | 22 |
|
|
2016
Q1 | $1.82M | Sell |
22,140
-742
| -3% | -$61.1K | 1.26% | 23 |
|
|
2015
Q4 | $1.82M | Sell |
22,882
-131
| -0.6% | -$10.4K | 1.26% | 24 |
|
|
2015
Q3 | $1.66M | Sell |
23,013
-510
| -2% | -$36.7K | 1.18% | 28 |
|
|
2015
Q2 | $1.84M | Buy |
23,523
+420
| +2% | +$32.9K | 1.21% | 28 |
|
|
2015
Q1 | $1.89M | Sell |
23,103
-603
| -3% | -$49.4K | 1.22% | 27 |
|
|
2014
Q4 | $2.16M | Sell |
23,706
-380
| -2% | -$34.6K | 1.37% | 17 |
|
|
2014
Q3 | $2.02M | Sell |
24,086
-733
| -3% | -$61.4K | 1.36% | 18 |
|
|
2014
Q2 | $1.95M | Sell |
24,819
-1,106
| -4% | -$86.9K | 1.3% | 28 |
|
|
2014
Q1 | $2.09M | Buy |
25,925
+164
| +0.6% | +$13.2K | 1.37% | 26 |
|
|
2013
Q4 | $2.1M | Sell |
25,761
-65
| -0.3% | -$5.29K | 1.39% | 21 |
|
|
2013
Q3 | $1.95M | Sell |
25,826
-1,639
| -6% | -$124K | 1.39% | 22 |
|
|
2013
Q2 | $2.12M | Buy |
+27,465
| New | +$2.12M | 1.5% | 13 |
|