GeoWealth 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 | $1.33M | Sell |
8,329
-28
| -0.3% | -$4.46K | 0.05% | 207 |
|
|
2025
Q1 | $1.42M | Sell |
8,357
-6,058
| -42% | -$1.03M | 0.06% | 207 |
|
|
2024
Q4 | $2.42M | Sell |
14,415
-2,508
| -15% | -$420K | 0.08% | 163 |
|
|
2024
Q3 | $2.93M | Sell |
16,923
-1,902
| -10% | -$329K | 0.1% | 148 |
|
|
2024
Q2 | $3.1M | Buy |
18,825
+2,999
| +19% | +$495K | 0.14% | 114 |
|
|
2024
Q1 | $2.57M | Buy |
15,826
+6,233
| +65% | +$1.01M | 0.1% | 150 |
|
|
2023
Q4 | $1.41M | Buy |
9,593
+8,085
| +536% | +$1.18M | 0.12% | 172 |
|
|
2023
Q3 | $220K | Buy |
1,508
+196
| +15% | +$28.6K | 0.02% | 276 |
|
|
2023
Q2 | $199K | Sell |
1,312
-53
| -4% | -$8.04K | 0.02% | 244 |
|
|
2023
Q1 | $203K | Sell |
1,365
-3,328
| -71% | -$495K | 0.02% | 206 |
|
|
2022
Q4 | $711K | Sell |
4,693
-4,198
| -47% | -$636K | 0.08% | 130 |
|
|
2022
Q3 | $1.12M | Buy |
8,891
+6,777
| +321% | +$854K | 0.12% | 110 |
|
|
2022
Q2 | $304K | Sell |
2,114
-189
| -8% | -$27.2K | 0.04% | 208 |
|
|
2022
Q1 | $352K | Sell |
2,303
-883
| -28% | -$135K | 0.03% | 246 |
|
|
2021
Q4 | $521K | Buy |
3,186
+26
| +0.8% | +$4.25K | 0.04% | 208 |
|
|
2021
Q3 | $442K | Sell |
3,160
-23
| -0.7% | -$3.22K | 0.04% | 229 |
|
|
2021
Q2 | $429K | Buy |
3,183
+494
| +18% | +$66.6K | 0.05% | 160 |
|
|
2021
Q1 | $364K | Buy |
2,689
+2,232
| +488% | +$302K | 0.06% | 151 |
|
|
2020
Q4 | $65K | Buy |
+457
| New | +$65K | 0.01% | 202 |
|