Frisch Financial Group’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 | $765K | Buy |
4,803
+148
| +3% | +$23.6K | 0.19% | 65 |
|
|
2025
Q1 | $793K | Buy |
4,655
+233
| +5% | +$39.7K | 0.22% | 57 |
|
|
2024
Q4 | $741K | Sell |
4,422
-28
| -0.6% | -$4.69K | 0.22% | 53 |
|
|
2024
Q3 | $771K | Buy |
4,450
+287
| +7% | +$49.7K | 0.23% | 50 |
|
|
2024
Q2 | $687K | Sell |
4,163
-124
| -3% | -$20.5K | 0.21% | 54 |
|
|
2024
Q1 | $696K | Sell |
4,287
-60
| -1% | -$9.74K | 0.23% | 49 |
|
|
2023
Q4 | $637K | Sell |
4,347
-149
| -3% | -$21.8K | 0.24% | 52 |
|
|
2023
Q3 | $656K | Buy |
4,496
+14
| +0.3% | +$2.04K | 0.27% | 51 |
|
|
2023
Q2 | $680K | Sell |
4,482
-335
| -7% | -$50.8K | 0.33% | 48 |
|
|
2023
Q1 | $716K | Buy |
4,817
+67
| +1% | +$9.96K | 0.28% | 53 |
|
|
2022
Q4 | $720K | Buy |
4,750
+9
| +0.2% | +$1.36K | 0.27% | 55 |
|
|
2022
Q3 | $599K | Buy |
4,741
+62
| +1% | +$7.83K | 0.25% | 58 |
|
|
2022
Q2 | $673K | Sell |
4,679
-98
| -2% | -$14.1K | 0.26% | 56 |
|
|
2022
Q1 | $730K | Sell |
4,777
-183
| -4% | -$28K | 0.23% | 61 |
|
|
2021
Q4 | $805K | Buy |
4,960
+188
| +4% | +$30.5K | 0.25% | 59 |
|
|
2021
Q3 | $667K | Sell |
4,772
-77
| -2% | -$10.8K | 0.22% | 62 |
|
|
2021
Q2 | $654K | Sell |
4,849
-461
| -9% | -$62.2K | 0.21% | 64 |
|
|
2021
Q1 | $719K | Buy |
5,310
+448
| +9% | +$60.7K | 0.24% | 59 |
|
|
2020
Q4 | $676K | Buy |
4,862
+10
| +0.2% | +$1.39K | 0.25% | 52 |
|
|
2020
Q3 | $674K | Buy |
4,852
+25
| +0.5% | +$3.47K | 0.29% | 45 |
|
|
2020
Q2 | $577K | Sell |
4,827
-75
| -2% | -$8.97K | 0.27% | 45 |
|
|
2020
Q1 | $539K | Sell |
4,902
-1,300
| -21% | -$143K | 0.31% | 48 |
|
|
2019
Q4 | $775K | Buy |
6,202
+285
| +5% | +$35.6K | 0.37% | 43 |
|
|
2019
Q3 | $736K | Buy |
5,917
+1,815
| +44% | +$226K | 0.44% | 39 |
|
|
2019
Q2 | $450K | Sell |
4,102
-3,904
| -49% | -$428K | 0.3% | 50 |
|
|
2019
Q1 | $833K | Buy |
8,006
+3,740
| +88% | +$389K | 0.51% | 36 |
|
|
2018
Q4 | $392K | Buy |
+4,266
| New | +$392K | 0.27% | 61 |
|