Fiducient 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 | $323K | Hold |
2,027
| – | – | 0.04% | 119 |
|
|
2025
Q1 | $345K | Buy |
2,027
+156
| +8% | +$26.6K | 0.04% | 118 |
|
|
2024
Q4 | $314K | Sell |
1,871
-76
| -4% | -$12.7K | 0.04% | 121 |
|
|
2024
Q3 | $337K | Sell |
1,947
-37
| -2% | -$6.41K | 0.04% | 110 |
|
|
2024
Q2 | $327K | Buy |
1,984
+120
| +6% | +$19.8K | 0.05% | 110 |
|
|
2024
Q1 | $302K | Sell |
1,864
-1,429
| -43% | -$232K | 0.06% | 105 |
|
|
2023
Q4 | $483K | Buy |
3,293
+1,330
| +68% | +$195K | 0.09% | 77 |
|
|
2023
Q3 | $286K | Buy |
+1,963
| New | +$286K | 0.02% | 94 |
|
|
2023
Q1 | – | Sell |
-2,343
| Closed | -$355K | – | 135 |
|
|
2022
Q4 | $355K | Hold |
2,343
| – | – | 0.1% | 122 |
|
|
2022
Q3 | $296K | Sell |
2,343
-1,950
| -45% | -$246K | 0.14% | 45 |
|
|
2022
Q2 | $617K | Buy |
4,293
+1,847
| +76% | +$265K | 0.23% | 39 |
|
|
2022
Q1 | $374K | Buy |
2,446
+24
| +1% | +$3.67K | 0.14% | 42 |
|
|
2021
Q4 | $396K | Sell |
2,422
-3,455
| -59% | -$565K | 0.12% | 38 |
|
|
2021
Q3 | $822K | Hold |
5,877
| – | – | 0.25% | 27 |
|
|
2021
Q2 | $793K | Sell |
5,877
-100
| -2% | -$13.5K | 0.25% | 29 |
|
|
2021
Q1 | $809K | Buy |
5,977
+100
| +2% | +$13.5K | 0.26% | 33 |
|
|
2020
Q4 | $818K | Buy |
+5,877
| New | +$818K | 0.3% | 29 |
|