Fulcrum Equity 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 | – | Sell |
-1,330
| Closed | -$227K | – | 120 |
|
|
2025
Q1 | $227K | Sell |
1,330
-1,063
| -44% | -$181K | 0.25% | 84 |
|
|
2024
Q4 | $401K | Sell |
2,393
-822
| -26% | -$138K | 0.4% | 68 |
|
|
2024
Q3 | $557K | Sell |
3,215
-238
| -7% | -$41.2K | 0.47% | 69 |
|
|
2024
Q2 | $570K | Buy |
3,453
+979
| +40% | +$161K | 0.51% | 65 |
|
|
2024
Q1 | $401K | Buy |
2,474
+235
| +10% | +$38.1K | 0.47% | 69 |
|
|
2023
Q4 | $328K | Sell |
2,239
-527
| -19% | -$77.2K | 0.41% | 69 |
|
|
2023
Q3 | $403K | Buy |
2,766
+47
| +2% | +$6.85K | 0.47% | 57 |
|
|
2023
Q2 | $413K | Buy |
2,719
+774
| +40% | +$117K | 0.48% | 54 |
|
|
2023
Q1 | $289K | Buy |
1,945
+234
| +14% | +$34.8K | 0.27% | 68 |
|
|
2022
Q4 | $259K | Buy |
1,711
+95
| +6% | +$14.4K | 0.21% | 59 |
|
|
2022
Q3 | $204K | Buy |
+1,616
| New | +$204K | 0.17% | 62 |
|