Financial & Tax Architects’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.69M | Sell |
46,283
-859
| -2% | -$130K | 1.49% | 25 |
|
|
2025
Q4 | $6.76M | Buy |
47,142
+1,609
| +4% | +$237K | 1.52% | 28 |
|
|
2025
Q3 | $7M | Buy |
45,533
+5,250
| +13% | +$820K | 1.54% | 31 |
|
|
2025
Q2 | $6.42M | Buy |
40,283
+799
| +2% | +$130K | 1.56% | 29 |
|
|
2025
Q1 | $6.73M | Buy |
39,484
+992
| +3% | +$166K | 1.69% | 24 |
|
|
2024
Q4 | $6.45M | Buy |
38,492
+1,893
| +5% | +$322K | 1.64% | 21 |
|
|
2024
Q3 | $6.34M | Sell |
36,599
-940
| -3% | -$160K | 1.63% | 27 |
|
|
2024
Q2 | $6.19M | Buy |
37,539
+1,820
| +5% | +$298K | 1.66% | 17 |
|
|
2024
Q1 | $5.8M | Buy |
35,719
+493
| +1% | +$77.3K | 1.59% | 25 |
|
|
2023
Q4 | $5.16M | Sell |
35,226
-203
| -0.6% | -$30.1K | 1.53% | 31 |
|
|
2023
Q3 | $5.17M | Buy |
35,429
+988
| +3% | +$151K | 1.61% | 26 |
|
|
2023
Q2 | $5.23M | Buy |
34,441
+687
| +2% | +$104K | 1.61% | 25 |
|
|
2023
Q1 | $5.02M | Buy |
33,754
+1,980
| +6% | +$283K | 1.65% | 22 |
|
|
2022
Q4 | $4.54M | Sell |
31,774
-1,533
| -5% | -$215K | 1.55% | 33 |
|
|
2022
Q3 | $4.21M | Buy |
33,307
+2,697
| +9% | +$383K | 1.58% | 27 |
|
|
2022
Q2 | $4.4M | Buy |
30,610
+3,164
| +12% | +$476K | 1.67% | 24 |
|
|
2022
Q1 | $4.19M | Buy |
27,446
+1,270
| +5% | +$199K | 1.58% | 27 |
|
|
2021
Q4 | $4.28M | Buy |
26,176
+1,121
| +4% | +$166K | 1.75% | 16 |
|
|
2021
Q3 | $3.5M | Buy |
25,055
+1,302
| +5% | +$185K | 1.6% | 21 |
|
|
2021
Q2 | $3.21M | Buy |
23,753
+1,839
| +8% | +$249K | 1.57% | 26 |
|
|
2021
Q1 | $2.97M | Buy |
+21,914
| New | +$2.86M | 1.66% | 14 |
|
Other funds holding PG
VCM
VPM
