Frank Rimerman 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 | $4.68M | Buy |
29,405
+16,302
| +124% | +$2.6M | 0.31% | 49 |
|
2025
Q1 | $2.23M | Buy |
13,103
+867
| +7% | +$148K | 0.18% | 98 |
|
2024
Q4 | $2.05M | Sell |
12,236
-13,480
| -52% | -$2.26M | 0.15% | 107 |
|
2024
Q3 | $4.45M | Sell |
25,716
-4,620
| -15% | -$800K | 0.32% | 48 |
|
2024
Q2 | $5M | Buy |
30,336
+30,219
| +25,828% | +$4.98M | 0.35% | 36 |
|
2024
Q1 | $19K | Hold |
117
| – | – | ﹤0.01% | 154 |
|
2023
Q4 | $17.1K | Buy |
+117
| New | +$17.1K | ﹤0.01% | 151 |
|
2022
Q2 | – | Sell |
-2,082
| Closed | -$318K | – | 115 |
|
2022
Q1 | $318K | Hold |
2,082
| – | – | 0.1% | 102 |
|
2021
Q4 | $341K | Buy |
+2,082
| New | +$341K | 0.11% | 91 |
|