Fi3 Financial Advisors’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 | $884K | Sell |
5,550
-311
| -5% | -$49.6K | 0.32% | 31 |
|
|
2025
Q1 | $999K | Sell |
5,861
-243
| -4% | -$41.4K | 0.41% | 28 |
|
|
2024
Q4 | $1.02M | Sell |
6,104
-73
| -1% | -$12.2K | 0.38% | 32 |
|
|
2024
Q3 | $1.07M | Buy |
6,177
+143
| +2% | +$24.8K | 0.43% | 27 |
|
|
2024
Q2 | $995K | Buy |
6,034
+90
| +2% | +$14.8K | 0.44% | 24 |
|
|
2024
Q1 | $978K | Buy |
5,944
+138
| +2% | +$22.7K | 0.45% | 24 |
|
|
2023
Q4 | $851K | Sell |
5,806
-329
| -5% | -$48.2K | 0.41% | 28 |
|
|
2023
Q3 | $895K | Buy |
6,135
+1,346
| +28% | +$196K | 0.48% | 27 |
|
|
2023
Q2 | $727K | Buy |
4,789
+1,281
| +37% | +$194K | 0.38% | 27 |
|
|
2023
Q1 | $522K | Sell |
3,508
-3
| -0.1% | -$446 | 0.28% | 37 |
|
|
2022
Q4 | $532K | Buy |
3,511
+989
| +39% | +$150K | 0.3% | 34 |
|
|
2022
Q3 | $318K | Buy |
2,522
+976
| +63% | +$123K | 0.29% | 33 |
|
|
2022
Q2 | $225K | Buy |
1,546
+31
| +2% | +$4.51K | 0.19% | 44 |
|
|
2022
Q1 | $231K | Sell |
1,515
-46
| -3% | -$7.01K | 0.18% | 43 |
|
|
2021
Q4 | $255K | Buy |
+1,561
| New | +$255K | 0.17% | 40 |
|
|
2021
Q2 | – | Sell |
-1,561
| Closed | -$211K | – | 50 |
|
|
2021
Q1 | $211K | Buy |
+1,561
| New | +$211K | 0.18% | 45 |
|