FRG Family Wealth 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 | $8.76M | Sell |
54,980
-465
| -0.8% | -$74.1K | 1.52% | 17 |
|
|
2025
Q1 | $9.45M | Sell |
55,445
-560
| -1% | -$95.4K | 1.83% | 15 |
|
|
2024
Q4 | $9.39M | Hold |
56,005
| – | – | 1.7% | 15 |
|
|
2024
Q3 | $9.7M | Sell |
56,005
-950
| -2% | -$165K | 1.74% | 15 |
|
|
2024
Q2 | $9.57M | Sell |
56,955
-180
| -0.3% | -$30.3K | 1.85% | 14 |
|
|
2024
Q1 | $9.32M | Sell |
57,135
-3,260
| -5% | -$532K | 1.83% | 14 |
|
|
2023
Q4 | $8.85M | Hold |
60,395
| – | – | 1.8% | 14 |
|
|
2023
Q3 | $8.81M | Sell |
60,395
-1,494
| -2% | -$218K | 1.99% | 12 |
|
|
2023
Q2 | $9.39M | Sell |
61,889
-650
| -1% | -$98.6K | 2.06% | 12 |
|
|
2023
Q1 | $9.3M | Sell |
62,539
-870
| -1% | -$129K | 2.13% | 12 |
|
|
2022
Q4 | $9.61M | Sell |
63,409
-2,009
| -3% | -$304K | 2.29% | 11 |
|
|
2022
Q3 | $8.26M | Sell |
65,418
-65
| -0.1% | -$8.21K | 2.04% | 13 |
|
|
2022
Q2 | $9.42M | Buy |
65,483
+5
| +0% | +$719 | 2.18% | 11 |
|
|
2022
Q1 | $10M | Sell |
65,478
-350
| -0.5% | -$53.5K | 1.95% | 13 |
|
|
2021
Q4 | $10.8M | Buy |
65,828
+1,320
| +2% | +$216K | 2.01% | 12 |
|
|
2021
Q3 | $9.02M | Sell |
64,508
-1,015
| -2% | -$142K | 1.77% | 14 |
|
|
2021
Q2 | $8.84M | Buy |
65,523
+858
| +1% | +$116K | 1.68% | 15 |
|
|
2021
Q1 | $8.76M | Sell |
64,665
-495
| -0.8% | -$67K | 1.78% | 12 |
|
|
2020
Q4 | $9.07M | Sell |
65,160
-95
| -0.1% | -$13.2K | 1.97% | 10 |
|
|
2020
Q3 | $9.07M | Buy |
65,255
+1,540
| +2% | +$214K | 2.2% | 9 |
|
|
2020
Q2 | $7.62M | Buy |
63,715
+275
| +0.4% | +$32.9K | 2.01% | 8 |
|
|
2020
Q1 | $6.98M | Sell |
63,440
-703
| -1% | -$77.3K | 2.12% | 8 |
|
|
2019
Q4 | $8.01M | Sell |
64,143
-1,033
| -2% | -$129K | 1.94% | 10 |
|
|
2019
Q3 | $8.11M | Buy |
65,176
+330
| +0.5% | +$41K | 2.09% | 5 |
|
|
2019
Q2 | $7.11M | Sell |
64,846
-115
| -0.2% | -$12.6K | 1.87% | 6 |
|
|
2019
Q1 | $6.76M | Sell |
64,961
-1,259
| -2% | -$131K | 1.92% | 6 |
|
|
2018
Q4 | $6.09M | Buy |
66,220
+7,584
| +13% | +$697K | 1.99% | 6 |
|
|
2018
Q3 | $4.88M | Buy |
58,636
+1,655
| +3% | +$138K | 1.34% | 19 |
|
|
2018
Q2 | $4.45M | Sell |
56,981
-1,941
| -3% | -$152K | 1.33% | 17 |
|
|
2018
Q1 | $4.67M | Buy |
58,922
+975
| +2% | +$77.3K | 1.55% | 12 |
|
|
2017
Q4 | $5.32M | Buy |
57,947
+567
| +1% | +$52.1K | 1.72% | 11 |
|
|
2017
Q3 | $5.22M | Buy |
57,380
+1,100
| +2% | +$100K | 1.8% | 11 |
|
|
2017
Q2 | $4.91M | Buy |
56,280
+1,098
| +2% | +$95.7K | 1.81% | 11 |
|
|
2017
Q1 | $4.98M | Buy |
55,182
+1,584
| +3% | +$143K | 1.94% | 9 |
|
|
2016
Q4 | $4.51M | Buy |
53,598
+4,320
| +9% | +$363K | 1.89% | 10 |
|
|
2016
Q3 | $4.42M | Buy |
49,278
+572
| +1% | +$51.3K | 1.99% | 10 |
|
|
2016
Q2 | $4.12M | Buy |
48,706
+1,431
| +3% | +$121K | 1.86% | 10 |
|
|
2016
Q1 | $3.91M | Sell |
47,275
-2,280
| -5% | -$189K | 1.89% | 10 |
|
|
2015
Q4 | $3.94M | Buy |
+49,555
| New | +$3.94M | 1.92% | 9 |
|