Evercore 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 | $11.5M | Sell |
71,999
-2,007
| -3% | -$320K | 0.18% | 65 |
|
|
2025
Q1 | $12.6M | Sell |
74,006
-2,155
| -3% | -$367K | 0.2% | 59 |
|
|
2024
Q4 | $12.8M | Sell |
76,161
-520
| -0.7% | -$87.2K | 0.19% | 58 |
|
|
2024
Q3 | $13.3M | Sell |
76,681
-835
| -1% | -$145K | 0.2% | 54 |
|
|
2024
Q2 | $12.8M | Sell |
77,516
-402
| -0.5% | -$66.3K | 0.2% | 58 |
|
|
2024
Q1 | $12.6M | Sell |
77,918
-17,658
| -18% | -$2.87M | 0.2% | 58 |
|
|
2023
Q4 | $14M | Sell |
95,576
-533
| -0.6% | -$78.1K | 0.23% | 56 |
|
|
2023
Q3 | $14M | Sell |
96,109
-454
| -0.5% | -$66.2K | 0.26% | 54 |
|
|
2023
Q2 | $14.7M | Buy |
96,563
+382
| +0.4% | +$58K | 0.27% | 52 |
|
|
2023
Q1 | $14.3M | Sell |
96,181
-2,803
| -3% | -$417K | 0.29% | 56 |
|
|
2022
Q4 | $15M | Buy |
98,984
+1,890
| +2% | +$286K | 0.31% | 53 |
|
|
2022
Q3 | $12.3M | Buy |
97,094
+144
| +0.1% | +$18.2K | 0.28% | 56 |
|
|
2022
Q2 | $13.9M | Sell |
96,950
-2,431
| -2% | -$350K | 0.29% | 58 |
|
|
2022
Q1 | $15.2M | Buy |
99,381
+935
| +0.9% | +$143K | 0.27% | 57 |
|
|
2021
Q4 | $16.1M | Buy |
98,446
+809
| +0.8% | +$132K | 0.26% | 56 |
|
|
2021
Q3 | $13.6M | Sell |
97,637
-828
| -0.8% | -$116K | 0.25% | 57 |
|
|
2021
Q2 | $13.3M | Sell |
98,465
-1,243
| -1% | -$168K | 0.24% | 56 |
|
|
2021
Q1 | $13.5M | Buy |
99,708
+16,943
| +20% | +$2.29M | 0.27% | 57 |
|
|
2020
Q4 | $11.5M | Buy |
82,765
+538
| +0.7% | +$74.9K | 0.25% | 57 |
|
|
2020
Q3 | $11.4M | Buy |
82,227
+135
| +0.2% | +$18.8K | 0.28% | 54 |
|
|
2020
Q2 | $9.82M | Buy |
82,092
+2,281
| +3% | +$273K | 0.26% | 61 |
|
|
2020
Q1 | $8.78M | Buy |
79,811
+1,648
| +2% | +$181K | 0.29% | 57 |
|
|
2019
Q4 | $9.76M | Sell |
78,163
-2,521
| -3% | -$315K | 0.26% | 62 |
|
|
2019
Q3 | $10M | Sell |
80,684
-5,335
| -6% | -$664K | 0.29% | 61 |
|
|
2019
Q2 | $9.43M | Buy |
86,019
+7,718
| +10% | +$846K | 0.29% | 62 |
|
|
2019
Q1 | $8.15M | Buy |
78,301
+2,937
| +4% | +$306K | 0.26% | 68 |
|
|
2018
Q4 | $6.93M | Sell |
75,364
-329
| -0.4% | -$30.2K | 0.26% | 69 |
|
|
2018
Q3 | $6.3M | Sell |
75,693
-8,496
| -10% | -$707K | 0.2% | 78 |
|
|
2018
Q2 | $6.57M | Buy |
84,189
+18,777
| +29% | +$1.47M | 0.22% | 74 |
|
|
2018
Q1 | $5.19M | Sell |
65,412
-3,475
| -5% | -$276K | 0.2% | 84 |
|
|
2017
Q4 | $6.33M | Sell |
68,887
-690
| -1% | -$63.4K | 0.24% | 74 |
|
|
2017
Q3 | $6.33M | Sell |
69,577
-1,112
| -2% | -$101K | 0.25% | 75 |
|
|
2017
Q2 | $6.16M | Sell |
70,689
-7,666
| -10% | -$668K | 0.24% | 77 |
|
|
2017
Q1 | $7.04M | Sell |
78,355
-99
| -0.1% | -$8.9K | 0.28% | 72 |
|
|
2016
Q4 | $6.6M | Sell |
78,454
-1,915
| -2% | -$161K | 0.27% | 73 |
|
|
2016
Q3 | $7.21M | Buy |
80,369
+3,955
| +5% | +$355K | 0.3% | 68 |
|
|
2016
Q2 | $6.47M | Sell |
76,414
-1,859
| -2% | -$157K | 0.29% | 71 |
|
|
2016
Q1 | $6.44M | Buy |
78,273
+5,285
| +7% | +$435K | 0.28% | 70 |
|
|
2015
Q4 | $5.8M | Sell |
72,988
-31,408
| -30% | -$2.49M | 0.27% | 81 |
|
|
2015
Q3 | $7.51M | Buy |
104,396
+7,358
| +8% | +$529K | 0.36% | 67 |
|
|
2015
Q2 | $7.6M | Sell |
97,038
-1,516
| -2% | -$119K | 0.34% | 68 |
|
|
2015
Q1 | $8.07M | Sell |
98,554
-2,622
| -3% | -$215K | 0.37% | 69 |
|
|
2014
Q4 | $9.21M | Sell |
101,176
-1,786
| -2% | -$163K | 0.46% | 61 |
|
|
2014
Q3 | $8.62M | Sell |
102,962
-5,946
| -5% | -$498K | 0.43% | 68 |
|
|
2014
Q2 | $8.56M | Sell |
108,908
-1,028
| -0.9% | -$80.8K | 0.44% | 68 |
|
|
2014
Q1 | $8.86M | Sell |
109,936
-21,564
| -16% | -$1.74M | 0.5% | 64 |
|
|
2013
Q4 | $10.7M | Buy |
131,500
+16,185
| +14% | +$1.32M | 0.59% | 57 |
|
|
2013
Q3 | $8.72M | Sell |
115,315
-9,686
| -8% | -$732K | 0.5% | 64 |
|
|
2013
Q2 | $9.62M | Buy |
+125,001
| New | +$9.62M | 0.54% | 58 |
|