Family Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $624K | Buy |
4,317
+135
| +3% | +$20.5K | 0.07% | 137 |
|
|
2025
Q4 | $599K | Buy |
4,182
+544
| +15% | +$80.2K | 0.08% | 123 |
|
|
2025
Q3 | $559K | Sell |
3,638
-952
| -21% | -$149K | 0.08% | 120 |
|
|
2025
Q2 | $731K | Sell |
4,590
-26,670
| -85% | -$4.35M | 0.11% | 107 |
|
|
2025
Q1 | $5.33M | Buy |
31,260
+880
| +3% | +$147K | 0.88% | 30 |
|
|
2024
Q4 | $4.96M | Buy |
30,380
+1,309
| +5% | +$223K | 0.8% | 30 |
|
|
2024
Q3 | $5.04M | Buy |
29,071
+1,460
| +5% | +$248K | 0.84% | 27 |
|
|
2024
Q2 | $4.55M | Buy |
27,611
+4,552
| +20% | +$744K | 0.81% | 31 |
|
|
2024
Q1 | $3.74M | Buy |
23,059
+3,821
| +20% | +$599K | 0.69% | 41 |
|
|
2023
Q4 | $2.82M | Buy |
19,238
+15,335
| +393% | +$2.27M | 0.59% | 39 |
|
|
2023
Q3 | $569K | Sell |
3,903
-327
| -8% | -$49.9K | 0.13% | 73 |
|
|
2023
Q2 | $642K | Sell |
4,230
-197
| -4% | -$29.7K | 0.14% | 69 |
|
|
2023
Q1 | $658K | Sell |
4,427
-451
| -9% | -$64.5K | 0.15% | 68 |
|
|
2022
Q4 | $739K | Buy |
4,878
+531
| +12% | +$74.4K | 0.18% | 72 |
|
|
2022
Q3 | $549K | Hold |
4,347
| – | – | 0.15% | 87 |
|
|
2022
Q2 | $625K | Sell |
4,347
-201
| -4% | -$30.2K | 0.18% | 81 |
|
|
2022
Q1 | $695K | Buy |
4,548
+61
| +1% | +$9.54K | 0.19% | 82 |
|
|
2021
Q4 | $734K | Sell |
4,487
-373
| -8% | -$55.4K | 0.19% | 85 |
|
|
2021
Q3 | $679K | Buy |
4,860
+238
| +5% | +$33.7K | 0.19% | 87 |
|
|
2021
Q2 | $624K | Buy |
4,622
+2,883
| +166% | +$390K | 0.17% | 93 |
|
|
2021
Q1 | $236K | Buy |
+1,739
| New | +$227K | 0.07% | 132 |
|
|
2019
Q4 | – | Sell |
-1,995
| Closed | -$248K | – | 205 |
|
|
2019
Q3 | $248K | Buy |
+1,995
| New | +$236K | 0.09% | 121 |
|
|
2018
Q2 | – | Sell |
-28,977
| Closed | -$2.3M | – | 82 |
|
|
2018
Q1 | $2.3M | Sell |
28,977
-1,373
| -5% | -$114K | 1.73% | 26 |
|
|
2017
Q4 | $2.79M | Sell |
30,350
-540
| -2% | -$48.6K | 1.95% | 24 |
|
|
2017
Q3 | $2.81M | Sell |
30,890
-865
| -3% | -$78.8K | 1.92% | 25 |
|
|
2017
Q2 | $2.77M | Buy |
+31,755
| New | +$2.8M | 1.9% | 25 |
|
|
2015
Q3 | – | Sell |
-92,009
| Closed | -$7.2M | – | 102 |
|
|
2015
Q2 | $7.2M | Buy |
92,009
+3,565
| +4% | +$287K | 2.97% | 7 |
|
|
2015
Q1 | $7.25M | Buy |
88,444
+418
| +0.5% | +$35.9K | 3.34% | 3 |
|
|
2014
Q4 | $8.02M | Sell |
88,026
-6,000
| -6% | -$528K | 3.64% | 2 |
|
|
2014
Q3 | $7.87M | Sell |
94,026
-1,000
| -1% | -$81.9K | 3.58% | 3 |
|
|
2014
Q2 | $7.47M | Buy |
95,026
+29,475
| +45% | +$2.38M | 3.64% | 3 |
|
|
2014
Q1 | $5.28M | Buy |
+65,551
| New | +$5.17M | 2.75% | 12 |
|
|
2013
Q3 | – | Sell |
-5,376
| Closed | -$414K | – | 76 |
|
|
2013
Q2 | $414K | Buy |
+5,376
| New | +$422K | 0.25% | 59 |
|
Other funds holding PG
VCM
VPM
