Forum Financial Management’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 | $4.01M | Buy |
25,171
+668
| +3% | +$106K | 0.06% | 69 |
|
|
2025
Q1 | $4.18M | Buy |
24,503
+269
| +1% | +$45.8K | 0.07% | 62 |
|
|
2024
Q4 | $4.06M | Buy |
24,234
+2,720
| +13% | +$456K | 0.07% | 62 |
|
|
2024
Q3 | $3.73M | Sell |
21,514
-618
| -3% | -$107K | 0.06% | 57 |
|
|
2024
Q2 | $3.65M | Buy |
22,132
+1,518
| +7% | +$250K | 0.07% | 56 |
|
|
2024
Q1 | $3.34M | Sell |
20,614
-2,107
| -9% | -$342K | 0.06% | 78 |
|
|
2023
Q4 | $3.33M | Buy |
22,721
+1,103
| +5% | +$162K | 0.06% | 59 |
|
|
2023
Q3 | $3.15M | Buy |
21,618
+937
| +5% | +$137K | 0.07% | 59 |
|
|
2023
Q2 | $3.14M | Buy |
20,681
+1,154
| +6% | +$175K | 0.07% | 55 |
|
|
2023
Q1 | $2.9M | Buy |
19,527
+76
| +0.4% | +$11.3K | 0.08% | 58 |
|
|
2022
Q4 | $2.95M | Sell |
19,451
-1,114
| -5% | -$169K | 0.1% | 51 |
|
|
2022
Q3 | $2.6M | Buy |
20,565
+856
| +4% | +$108K | 0.13% | 50 |
|
|
2022
Q2 | $2.83M | Sell |
19,709
-2,972
| -13% | -$427K | 0.14% | 44 |
|
|
2022
Q1 | $3.47M | Buy |
22,681
+1,356
| +6% | +$207K | 0.17% | 36 |
|
|
2021
Q4 | $3.49M | Buy |
+21,325
| New | +$3.49M | 0.18% | 34 |
|