ERn Financial LLC’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 | $234K | Sell |
1,470
-3,781
| -72% | -$602K | 0.05% | 132 |
|
|
2025
Q1 | $895K | Sell |
5,251
-90
| -2% | -$15.3K | 0.14% | 102 |
|
|
2024
Q4 | $895K | Buy |
5,341
+785
| +17% | +$132K | 0.13% | 106 |
|
|
2024
Q3 | $789K | Buy |
4,556
+360
| +9% | +$62.3K | 0.12% | 114 |
|
|
2024
Q2 | $692K | Buy |
4,196
+155
| +4% | +$25.6K | 0.11% | 118 |
|
|
2024
Q1 | $656K | Buy |
4,041
+115
| +3% | +$18.7K | 0.11% | 120 |
|
|
2023
Q4 | $582K | Buy |
3,926
+2,112
| +116% | +$313K | 0.11% | 117 |
|
|
2023
Q3 | $265K | Buy |
1,814
+1
| +0.1% | +$146 | 0.06% | 150 |
|
|
2023
Q2 | $275K | Buy |
1,813
+1
| +0.1% | +$152 | 0.06% | 154 |
|
|
2023
Q1 | $270K | Hold |
1,812
| – | – | 0.06% | 150 |
|
|
2022
Q4 | $275K | Sell |
1,812
-11
| -0.6% | -$1.67K | 0.06% | 152 |
|
|
2022
Q3 | $230K | Buy |
1,823
+170
| +10% | +$21.4K | 0.06% | 151 |
|
|
2022
Q2 | $238K | Buy |
1,653
+34
| +2% | +$4.9K | 0.06% | 149 |
|
|
2022
Q1 | $247K | Buy |
1,619
+47
| +3% | +$7.17K | 0.05% | 152 |
|
|
2021
Q4 | $257K | Buy |
1,572
+1
| +0.1% | +$163 | 0.06% | 135 |
|
|
2021
Q3 | $220K | Buy |
1,571
+9
| +0.6% | +$1.26K | 0.06% | 132 |
|
|
2021
Q2 | $211K | Buy |
1,562
+46
| +3% | +$6.21K | 0.07% | 98 |
|
|
2021
Q1 | $205K | Hold |
1,516
| – | – | 0.08% | 91 |
|
|
2020
Q4 | $211K | Buy |
+1,516
| New | +$211K | 0.09% | 83 |
|
|
2020
Q1 | – | Sell |
-1,626
| Closed | -$203K | – | 79 |
|
|
2019
Q4 | $203K | Buy |
+1,626
| New | +$203K | 0.12% | 67 |
|