Financial Advocates Investment Management’s Procter & Gamble PG Stock Holding History

Financial Advocates Investment Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Sell	12,900 -3,139	-20%	-$500K	0.17%	122
2025 Q1	$2.73M	Sell	16,039 -10,193	-39%	-$1.74M	0.19%	125
2024 Q4	$4.4M	Sell	26,232 -3,103	-11%	-$520K	0.25%	87
2024 Q3	$5.08M	Sell	29,335 -210	-0.7%	-$36.4K	0.29%	80
2024 Q2	$4.87M	Sell	29,545 -1,459	-5%	-$241K	0.3%	75
2024 Q1	$5.03M	Sell	31,004 -407	-1%	-$66K	0.29%	85
2023 Q4	$4.6M	Sell	31,411 -629	-2%	-$92.2K	0.3%	76
2023 Q3	$4.67M	Buy	32,040 +38	+0.1%	+$5.54K	0.34%	74
2023 Q2	$4.86M	Buy	32,002 +737	+2%	+$112K	0.35%	71
2023 Q1	$4.65M	Buy	31,265 +2,637	+9%	+$392K	0.33%	64
2022 Q4	$4.34M	Buy	28,628 +3,363	+13%	+$510K	0.32%	76
2022 Q3	$3.02M	Sell	25,265 -3,230	-11%	-$386K	0.25%	104
2022 Q2	$4.1M	Sell	28,495 -4,693	-14%	-$675K	0.33%	78
2022 Q1	$5.07M	Buy	33,188 +734	+2%	+$112K	0.33%	73
2021 Q4	$5.31M	Sell	32,454 -119	-0.4%	-$19.5K	0.33%	63
2021 Q3	$4.55M	Sell	32,573 -1,837	-5%	-$257K	0.31%	80
2021 Q2	$4.64M	Sell	34,410 -805	-2%	-$109K	0.31%	65
2021 Q1	$4.77M	Sell	35,215 -1,354	-4%	-$183K	0.34%	60
2020 Q4	$5.09M	Buy	36,569 +4,526	+14%	+$630K	0.35%	62
2020 Q3	$4.45M	Buy	32,043 +339	+1%	+$47.1K	0.38%	56
2020 Q2	$3.79M	Sell	31,704 -122	-0.4%	-$14.6K	0.36%	60
2020 Q1	$3.5M	Sell	31,826 -11,181	-26%	-$1.23M	0.5%	47
2019 Q4	$5.37M	Buy	43,007 +3,902	+10%	+$487K	0.57%	34
2019 Q3	$4.86M	Buy	39,105 +4,806	+14%	+$598K	0.56%	42
2019 Q2	$3.76M	Buy	34,299 +2,281	+7%	+$250K	0.44%	54
2019 Q1	$3.33M	Buy	32,018 +609	+2%	+$63.4K	0.41%	66
2018 Q4	$2.89M	Sell	31,409 -1,546	-5%	-$142K	0.39%	70
2018 Q3	$2.74M	Buy	32,955 +135	+0.4%	+$11.2K	0.31%	85
2018 Q2	$2.56M	Buy	32,820 +519	+2%	+$40.5K	0.31%	82
2018 Q1	$2.56M	Buy	32,301 +4,849	+18%	+$384K	0.33%	76
2017 Q4	$2.52M	Buy	+27,452	New	+$2.52M	0.34%	71