Financial Engines 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 | $2.01M | Buy |
12,598
+1,182
| +10% | +$188K | ﹤0.01% | 217 |
|
|
2025
Q1 | $1.95M | Sell |
11,416
-3,129
| -22% | -$533K | ﹤0.01% | 194 |
|
|
2024
Q4 | $2.44M | Buy |
14,545
+7,922
| +120% | +$1.33M | 0.01% | 185 |
|
|
2024
Q3 | $1.15M | Buy |
6,623
+2,020
| +44% | +$350K | ﹤0.01% | 224 |
|
|
2024
Q2 | $759K | Buy |
4,603
+161
| +4% | +$26.6K | ﹤0.01% | 226 |
|
|
2024
Q1 | $721K | Sell |
4,442
-669
| -13% | -$109K | ﹤0.01% | 219 |
|
|
2023
Q4 | $749K | Buy |
5,111
+2,196
| +75% | +$322K | ﹤0.01% | 198 |
|
|
2023
Q3 | $425K | Sell |
2,915
-2,658
| -48% | -$388K | ﹤0.01% | 214 |
|
|
2023
Q2 | $846K | Sell |
5,573
-730
| -12% | -$111K | ﹤0.01% | 180 |
|
|
2023
Q1 | $937K | Buy |
6,303
+51
| +0.8% | +$7.58K | ﹤0.01% | 184 |
|
|
2022
Q4 | $948K | Buy |
6,252
+373
| +6% | +$56.5K | ﹤0.01% | 175 |
|
|
2022
Q3 | $742K | Buy |
5,879
+2,295
| +64% | +$290K | ﹤0.01% | 178 |
|
|
2022
Q2 | $515K | Buy |
3,584
+1,512
| +73% | +$217K | ﹤0.01% | 199 |
|
|
2022
Q1 | $317K | Buy |
2,072
+100
| +5% | +$15.3K | ﹤0.01% | 250 |
|
|
2021
Q4 | $323K | Sell |
1,972
-1,194
| -38% | -$196K | ﹤0.01% | 206 |
|
|
2021
Q3 | $442K | Sell |
3,166
-829
| -21% | -$116K | ﹤0.01% | 180 |
|
|
2021
Q2 | $539K | Buy |
3,995
+478
| +14% | +$64.5K | ﹤0.01% | 138 |
|
|
2021
Q1 | $476K | Buy |
3,517
+82
| +2% | +$11.1K | ﹤0.01% | 164 |
|
|
2020
Q4 | $478K | Sell |
3,435
-2,204
| -39% | -$307K | ﹤0.01% | 166 |
|
|
2020
Q3 | $784K | Buy |
5,639
+1,173
| +26% | +$163K | ﹤0.01% | 123 |
|
|
2020
Q2 | $534K | Buy |
4,466
+1,856
| +71% | +$222K | ﹤0.01% | 133 |
|
|
2020
Q1 | $287K | Sell |
2,610
-3,201
| -55% | -$352K | ﹤0.01% | 131 |
|
|
2019
Q4 | $726K | Buy |
+5,811
| New | +$726K | ﹤0.01% | 103 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$6K | – | 162 |
|
|
2018
Q3 | $6K | Sell |
77
-704
| -90% | -$54.9K | ﹤0.01% | 111 |
|
|
2018
Q2 | $61K | Buy |
781
+25
| +3% | +$1.95K | ﹤0.01% | 69 |
|
|
2018
Q1 | $60K | Sell |
756
-1,515
| -67% | -$120K | ﹤0.01% | 70 |
|
|
2017
Q4 | $209K | Buy |
+2,271
| New | +$209K | 0.01% | 57 |
|