Evergreen Capital 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
$5M Buy
31,377
+2,403
+8% +$383K 0.15% 159
2025
Q1
$4.94M Sell
28,974
-3,342
-10% -$570K 0.17% 153
2024
Q4
$5.42M Sell
32,316
-23
-0.1% -$3.86K 0.18% 143
2024
Q3
$5.6M Sell
32,339
-142
-0.4% -$24.6K 0.19% 140
2024
Q2
$5.36M Buy
32,481
+1,700
+6% +$280K 0.19% 138
2024
Q1
$4.99M Sell
30,781
-224
-0.7% -$36.3K 0.19% 134
2023
Q4
$4.54M Buy
31,005
+368
+1% +$53.9K 0.19% 148
2023
Q3
$4.47M Sell
30,637
-69
-0.2% -$10.1K 0.2% 144
2023
Q2
$4.66M Sell
30,706
-499
-2% -$75.7K 0.19% 141
2023
Q1
$4.64M Buy
31,205
+2,705
+9% +$402K 0.21% 132
2022
Q4
$4.32M Buy
28,500
+1,884
+7% +$286K 0.2% 134
2022
Q3
$3.36M Buy
26,616
+339
+1% +$42.8K 0.18% 147
2022
Q2
$3.78M Sell
26,277
-3,226
-11% -$464K 0.2% 138
2022
Q1
$4.51M Buy
29,503
+846
+3% +$129K 0.18% 144
2021
Q4
$4.69M Buy
28,657
+1,376
+5% +$225K 0.19% 142
2021
Q3
$3.81M Buy
27,281
+4,571
+20% +$639K 0.17% 139
2021
Q2
$3.06M Buy
22,710
+688
+3% +$92.8K 0.15% 158
2021
Q1
$2.98M Buy
22,022
+4,447
+25% +$602K 0.15% 147
2020
Q4
$2.45M Buy
17,575
+175
+1% +$24.3K 0.14% 151
2020
Q3
$2.42M Buy
17,400
+429
+3% +$59.6K 0.17% 132
2020
Q2
$2.03M Sell
16,971
-13
-0.1% -$1.55K 0.15% 136
2020
Q1
$1.87M Sell
16,984
-5,622
-25% -$618K 0.17% 117
2019
Q4
$2.82M Buy
22,606
+3,817
+20% +$477K 0.24% 97
2019
Q3
$2.34M Buy
18,789
+147
+0.8% +$18.3K 0.22% 101
2019
Q2
$2.04M Buy
18,642
+2,516
+16% +$276K 0.19% 113
2019
Q1
$1.68M Sell
16,126
-293
-2% -$30.5K 0.17% 124
2018
Q4
$1.51M Buy
16,419
+230
+1% +$21.1K 0.16% 129
2018
Q3
$1.35M Buy
16,189
+150
+0.9% +$12.5K 0.12% 137
2018
Q2
$1.25M Sell
16,039
-897
-5% -$70K 0.12% 132
2018
Q1
$1.34M Buy
16,936
+8,422
+99% +$668K 0.13% 126
2017
Q4
$782K Sell
8,514
-9,517
-53% -$874K 0.08% 149
2017
Q3
$1.64M Buy
18,031
+15,347
+572% +$1.4M 0.19% 101
2017
Q2
$234K Buy
+2,684
New +$234K 0.04% 124
2017
Q1
Sell
-2,684
Closed -$225K 112
2016
Q4
$225K Buy
+2,684
New +$225K 0.04% 110