Fermata Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $900K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $857K | Buy |
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|
2023
Q3 | $822K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $448K | Buy |
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