Elmwood 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 | $1.06M | Sell |
6,680
-67
| -1% | -$10.7K | 0.42% | 72 |
|
|
2025
Q1 | $1.15M | Sell |
6,747
-119
| -2% | -$20.3K | 0.47% | 71 |
|
|
2024
Q4 | $1.15M | Sell |
6,866
-215
| -3% | -$36K | 0.46% | 71 |
|
|
2024
Q3 | $1.23M | Sell |
7,081
-100
| -1% | -$17.3K | 0.51% | 69 |
|
|
2024
Q2 | $1.18M | Sell |
7,181
-124
| -2% | -$20.5K | 0.53% | 67 |
|
|
2024
Q1 | $1.19M | Buy |
7,305
+1,926
| +36% | +$313K | 0.51% | 66 |
|
|
2023
Q4 | $788K | Sell |
5,379
-2,818
| -34% | -$413K | 0.55% | 53 |
|
|
2023
Q3 | $1.2M | Buy |
8,197
+6
| +0.1% | +$875 | 0.58% | 58 |
|
|
2023
Q2 | $1.24M | Sell |
8,191
-264
| -3% | -$40.1K | 0.58% | 59 |
|
|
2023
Q1 | $1.26M | Buy |
8,455
+309
| +4% | +$45.9K | 0.59% | 59 |
|
|
2022
Q4 | $1.23M | Buy |
8,146
+118
| +1% | +$17.9K | 0.62% | 56 |
|
|
2022
Q3 | $1.01M | Sell |
8,028
-42
| -0.5% | -$5.3K | 0.51% | 62 |
|
|
2022
Q2 | $1.16M | Sell |
8,070
-774
| -9% | -$111K | 0.66% | 57 |
|
|
2022
Q1 | $1.35M | Buy |
8,844
+31
| +0.4% | +$4.74K | 0.69% | 60 |
|
|
2021
Q4 | $1.44M | Buy |
+8,813
| New | +$1.44M | 0.69% | 57 |
|
|
2021
Q2 | $1.18M | Sell |
8,723
-25
| -0.3% | -$3.37K | 0.62% | 60 |
|
|
2021
Q1 | $1.19M | Buy |
+8,748
| New | +$1.19M | 0.72% | 51 |
|
|
2020
Q3 | $1.08M | Hold |
9,020
| – | – | 0.87% | 37 |
|
|
2020
Q2 | $1.08M | Buy |
9,020
+340
| +4% | +$40.6K | 0.87% | 37 |
|
|
2020
Q1 | $688K | Sell |
8,680
-459
| -5% | -$36.4K | 0.66% | 53 |
|
|
2019
Q4 | $1.14M | Buy |
9,139
+75
| +0.8% | +$9.36K | 0.99% | 40 |
|
|
2019
Q3 | $1.13M | Hold |
9,064
| – | – | 1.14% | 30 |
|
|
2019
Q2 | $994K | Sell |
9,064
-20
| -0.2% | -$2.19K | 0.88% | 48 |
|
|
2019
Q1 | $945K | Sell |
9,084
-200
| -2% | -$20.8K | 0.87% | 43 |
|
|
2018
Q4 | $853K | Buy |
9,284
+284
| +3% | +$26.1K | 0.82% | 41 |
|
|
2018
Q3 | $749K | Sell |
9,000
-346
| -4% | -$28.8K | 0.62% | 62 |
|
|
2018
Q2 | $730K | Buy |
9,346
+666
| +8% | +$52K | 0.66% | 55 |
|
|
2018
Q1 | $688K | Buy |
+8,680
| New | +$688K | 0.66% | 53 |
|