First Affirmative Financial Network’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.79M | Buy |
10,494
+661
| +7% | +$113K | 1.1% | 14 |
|
2024
Q4 | $1.65M | Buy |
9,833
+1,399
| +17% | +$235K | 0.95% | 17 |
|
2024
Q3 | $1.46M | Buy |
8,434
+1,581
| +23% | +$274K | 0.8% | 21 |
|
2024
Q2 | $1.13M | Buy |
6,853
+819
| +14% | +$135K | 0.78% | 21 |
|
2024
Q1 | $979K | Buy |
6,034
+129
| +2% | +$20.9K | 0.72% | 23 |
|
2023
Q4 | $865K | Buy |
5,905
+802
| +16% | +$118K | 0.69% | 23 |
|
2023
Q3 | $744K | Buy |
5,103
+895
| +21% | +$131K | 0.73% | 24 |
|
2023
Q2 | $639K | Buy |
4,208
+559
| +15% | +$84.8K | 0.64% | 34 |
|
2023
Q1 | $543K | Buy |
3,649
+394
| +12% | +$58.6K | 0.63% | 37 |
|
2022
Q4 | $493K | Buy |
3,255
+430
| +15% | +$65.2K | 0.6% | 37 |
|
2022
Q3 | $357K | Buy |
2,825
+588
| +26% | +$74.3K | 0.45% | 61 |
|
2022
Q2 | $322K | Buy |
2,237
+303
| +16% | +$43.6K | 0.37% | 76 |
|
2022
Q1 | $296K | Buy |
1,934
+109
| +6% | +$16.7K | 0.28% | 110 |
|
2021
Q4 | $299K | Buy |
1,825
+142
| +8% | +$23.3K | 0.27% | 111 |
|
2021
Q3 | $235K | Buy |
+1,683
| New | +$235K | 0.24% | 129 |
|