Everhart Financial Group’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 | $5.23M | Buy |
32,836
+2,555
| +8% | +$407K | 0.6% | 25 |
|
|
2025
Q1 | $5.16M | Sell |
30,281
-180
| -0.6% | -$30.7K | 0.71% | 17 |
|
|
2024
Q4 | $5.11M | Sell |
30,461
-1,765
| -5% | -$296K | 1.05% | 18 |
|
|
2024
Q3 | $5.58M | Buy |
32,226
+2,837
| +10% | +$491K | 1.24% | 11 |
|
|
2024
Q2 | $4.85M | Buy |
29,389
+6,598
| +29% | +$1.09M | 1.26% | 12 |
|
|
2024
Q1 | $3.7M | Buy |
22,791
+1,508
| +7% | +$245K | 1.08% | 17 |
|
|
2023
Q4 | $3.12M | Buy |
21,283
+150
| +0.7% | +$22K | 1.1% | 20 |
|
|
2023
Q3 | $3.08M | Buy |
21,133
+733
| +4% | +$107K | 1.31% | 14 |
|
|
2023
Q2 | $3.1M | Buy |
20,400
+99
| +0.5% | +$15K | 1.28% | 19 |
|
|
2023
Q1 | $3.02M | Buy |
20,301
+1,281
| +7% | +$190K | 1.35% | 16 |
|
|
2022
Q4 | $2.88M | Sell |
19,020
-482
| -2% | -$73.1K | 1.45% | 18 |
|
|
2022
Q3 | $2.46M | Buy |
19,502
+553
| +3% | +$69.8K | 1.36% | 17 |
|
|
2022
Q2 | $2.73M | Sell |
18,949
-1,013
| -5% | -$146K | 1.66% | 14 |
|
|
2022
Q1 | $3.05M | Buy |
19,962
+1,725
| +9% | +$264K | 1.76% | 13 |
|
|
2021
Q4 | $2.98M | Buy |
18,237
+1,132
| +7% | +$185K | 1.8% | 17 |
|
|
2021
Q3 | $2.39M | Buy |
17,105
+1,926
| +13% | +$269K | 1.64% | 18 |
|
|
2021
Q2 | $2.05M | Buy |
15,179
+1,896
| +14% | +$256K | 1.41% | 19 |
|
|
2021
Q1 | $1.8M | Sell |
13,283
-2,031
| -13% | -$275K | 1.58% | 16 |
|
|
2020
Q4 | $2.13M | Buy |
+15,314
| New | +$2.13M | 1.97% | 15 |
|