EFG
Erickson Financial Group’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Hold |
2,000
| – | – | 0.22% | 22 |
|
2025
Q1 | $341K | Hold |
2,000
| – | – | 0.25% | 20 |
|
2024
Q4 | $335K | Hold |
2,000
| – | – | 0.24% | 20 |
|
2024
Q3 | $346K | Hold |
2,000
| – | – | 0.25% | 21 |
|
2024
Q2 | $330K | Hold |
2,000
| – | – | 0.25% | 20 |
|
2024
Q1 | $325K | Hold |
2,000
| – | – | 0.25% | 21 |
|
2023
Q4 | $293K | Hold |
2,000
| – | – | 0.24% | 21 |
|
2023
Q3 | $292K | Hold |
2,000
| – | – | 0.27% | 21 |
|
2023
Q2 | $303K | Hold |
2,000
| – | – | 0.28% | 21 |
|
2023
Q1 | $297K | Hold |
2,000
| – | – | 0.3% | 21 |
|
2022
Q4 | $303K | Hold |
2,000
| – | – | 0.33% | 22 |
|
2022
Q3 | $253K | Hold |
2,000
| – | – | 0.28% | 22 |
|
2022
Q2 | $288K | Hold |
2,000
| – | – | 0.31% | 20 |
|
2022
Q1 | $306K | Hold |
2,000
| – | – | 0.28% | 22 |
|
2021
Q4 | $327K | Buy |
+2,000
| New | +$327K | 0.28% | 22 |
|