Evermay 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 | $1.3M | Hold |
8,131
| – | – | 0.16% | 62 |
|
|
2025
Q1 | $1.39M | Buy |
8,131
+929
| +13% | +$158K | 0.18% | 59 |
|
|
2024
Q4 | $1.21M | Sell |
7,202
-55
| -0.8% | -$9.22K | 0.18% | 67 |
|
|
2024
Q3 | $1.26M | Sell |
7,257
-427
| -6% | -$74K | 0.2% | 67 |
|
|
2024
Q2 | $1.27M | Buy |
7,684
+697
| +10% | +$115K | 0.2% | 65 |
|
|
2024
Q1 | $1.13M | Buy |
6,987
+574
| +9% | +$93.1K | 0.17% | 73 |
|
|
2023
Q4 | $940K | Buy |
6,413
+20
| +0.3% | +$2.93K | 0.17% | 67 |
|
|
2023
Q3 | $932K | Buy |
6,393
+67
| +1% | +$9.77K | 0.19% | 58 |
|
|
2023
Q2 | $960K | Sell |
6,326
-890
| -12% | -$135K | 0.18% | 58 |
|
|
2023
Q1 | $1.07M | Sell |
7,216
-127
| -2% | -$18.9K | 0.22% | 51 |
|
|
2022
Q4 | $1.11M | Hold |
7,343
| – | – | 0.23% | 50 |
|
|
2022
Q3 | $927K | Sell |
7,343
-82
| -1% | -$10.4K | 0.18% | 58 |
|
|
2022
Q2 | $1.07M | Sell |
7,425
-173
| -2% | -$24.9K | 0.21% | 53 |
|
|
2022
Q1 | $1.16M | Sell |
7,598
-365
| -5% | -$55.8K | 0.19% | 55 |
|
|
2021
Q4 | $1.3M | Sell |
7,963
-230
| -3% | -$37.6K | 0.23% | 40 |
|
|
2021
Q3 | $1.15M | Sell |
8,193
-2,198
| -21% | -$307K | 0.22% | 40 |
|
|
2021
Q2 | $1.4M | Sell |
10,391
-50
| -0.5% | -$6.75K | 0.26% | 35 |
|
|
2021
Q1 | $1.41M | Buy |
10,441
+177
| +2% | +$24K | 0.28% | 35 |
|
|
2020
Q4 | $1.43M | Sell |
10,264
-169
| -2% | -$23.5K | 0.31% | 33 |
|
|
2020
Q3 | $1.45M | Sell |
10,433
-69
| -0.7% | -$9.59K | 0.36% | 34 |
|
|
2020
Q2 | $1.26M | Buy |
10,502
+2,610
| +33% | +$312K | 0.33% | 34 |
|
|
2020
Q1 | $868K | Buy |
7,892
+290
| +4% | +$31.9K | 0.26% | 42 |
|
|
2019
Q4 | $949K | Buy |
7,602
+61
| +0.8% | +$7.62K | 0.23% | 48 |
|
|
2019
Q3 | $938K | Buy |
7,541
+64
| +0.9% | +$7.96K | 0.26% | 44 |
|
|
2019
Q2 | $820K | Sell |
7,477
-12
| -0.2% | -$1.32K | 0.23% | 49 |
|
|
2019
Q1 | $779K | Sell |
7,489
-723
| -9% | -$75.2K | 0.22% | 53 |
|
|
2018
Q4 | $755K | Buy |
8,212
+1,847
| +29% | +$170K | 0.24% | 44 |
|
|
2018
Q3 | $530K | Sell |
6,365
-1,123
| -15% | -$93.5K | 0.17% | 65 |
|
|
2018
Q2 | $584K | Sell |
7,488
-146
| -2% | -$11.4K | 0.19% | 58 |
|
|
2018
Q1 | $605K | Sell |
7,634
-698
| -8% | -$55.3K | 0.21% | 60 |
|
|
2017
Q4 | $766K | Buy |
8,332
+2,795
| +50% | +$257K | 0.28% | 42 |
|
|
2017
Q3 | $504K | Buy |
5,537
+1,718
| +45% | +$156K | 0.22% | 44 |
|
|
2017
Q2 | $333K | Sell |
3,819
-163
| -4% | -$14.2K | 0.15% | 55 |
|
|
2017
Q1 | $358K | Buy |
3,982
+524
| +15% | +$47.1K | 0.16% | 52 |
|
|
2016
Q4 | $291K | Buy |
3,458
+1
| +0% | +$84 | 0.14% | 56 |
|
|
2016
Q3 | $310K | Sell |
3,457
-100
| -3% | -$8.97K | 0.16% | 51 |
|
|
2016
Q2 | $301K | Sell |
3,557
-20
| -0.6% | -$1.69K | 0.16% | 51 |
|
|
2016
Q1 | $294K | Sell |
3,577
-499
| -12% | -$41K | 0.16% | 52 |
|
|
2015
Q4 | $324K | Sell |
4,076
-1,512
| -27% | -$120K | 0.19% | 47 |
|
|
2015
Q3 | $402K | Sell |
5,588
-558
| -9% | -$40.1K | 0.24% | 38 |
|
|
2015
Q2 | $481K | Sell |
6,146
-519
| -8% | -$40.6K | 0.29% | 34 |
|
|
2015
Q1 | $546K | Buy |
6,665
+167
| +3% | +$13.7K | 0.32% | 33 |
|
|
2014
Q4 | $592K | Sell |
6,498
-155
| -2% | -$14.1K | 0.38% | 31 |
|
|
2014
Q3 | $557K | Buy |
6,653
+378
| +6% | +$31.6K | 0.48% | 30 |
|
|
2014
Q2 | $493K | Buy |
6,275
+1,700
| +37% | +$134K | 0.43% | 34 |
|
|
2014
Q1 | $369K | Buy |
4,575
+1,746
| +62% | +$141K | 0.39% | 38 |
|
|
2013
Q4 | $230K | Buy |
+2,829
| New | +$230K | 0.32% | 44 |
|