Gerber Kawasaki Wealth & Investment 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 | $908K | Buy |
5,701
+134
| +2% | +$21.3K | 0.04% | 152 |
|
|
2025
Q1 | $949K | Buy |
5,567
+71
| +1% | +$12.1K | 0.04% | 141 |
|
|
2024
Q4 | $922K | Buy |
5,496
+47
| +0.9% | +$7.88K | 0.04% | 145 |
|
|
2024
Q3 | $944K | Sell |
5,449
-121
| -2% | -$21K | 0.04% | 137 |
|
|
2024
Q2 | $919K | Sell |
5,570
-41
| -0.7% | -$6.76K | 0.05% | 135 |
|
|
2024
Q1 | $910K | Buy |
5,611
+359
| +7% | +$58.3K | 0.05% | 134 |
|
|
2023
Q4 | $770K | Buy |
5,252
+45
| +0.9% | +$6.6K | 0.05% | 142 |
|
|
2023
Q3 | $759K | Buy |
5,207
+573
| +12% | +$83.6K | 0.05% | 140 |
|
|
2023
Q2 | $703K | Buy |
4,634
+112
| +2% | +$17K | 0.05% | 143 |
|
|
2023
Q1 | $673K | Sell |
4,522
-84
| -2% | -$12.5K | 0.05% | 148 |
|
|
2022
Q4 | $698K | Sell |
4,606
-62
| -1% | -$9.4K | 0.06% | 146 |
|
|
2022
Q3 | $589K | Buy |
4,668
+172
| +4% | +$21.7K | 0.05% | 147 |
|
|
2022
Q2 | $646K | Sell |
4,496
-32
| -0.7% | -$4.6K | 0.06% | 142 |
|
|
2022
Q1 | $691K | Buy |
4,528
+399
| +10% | +$60.9K | 0.06% | 134 |
|
|
2021
Q4 | $675K | Buy |
4,129
+4,113
| +25,706% | +$672K | 0.05% | 140 |
|
|
2021
Q3 | $16K | Sell |
16
-4,487
| -100% | -$4.49M | ﹤0.01% | 552 |
|
|
2021
Q2 | $607K | Buy |
4,503
+503
| +13% | +$67.8K | 0.06% | 132 |
|
|
2021
Q1 | $541K | Buy |
4,000
+139
| +4% | +$18.8K | 0.07% | 129 |
|
|
2020
Q4 | $537K | Sell |
3,861
-77
| -2% | -$10.7K | 0.07% | 109 |
|
|
2020
Q3 | $547K | Buy |
3,938
+33
| +0.8% | +$4.58K | 0.12% | 75 |
|
|
2020
Q2 | $466K | Buy |
3,905
+65
| +2% | +$7.76K | 0.1% | 93 |
|
|
2020
Q1 | $422K | Buy |
3,840
+622
| +19% | +$68.4K | 0.12% | 90 |
|
|
2019
Q4 | $401K | Buy |
3,218
+17
| +0.5% | +$2.12K | 0.1% | 88 |
|
|
2019
Q3 | $398K | Buy |
3,201
+143
| +5% | +$17.8K | 0.11% | 89 |
|
|
2019
Q2 | $335K | Buy |
3,058
+148
| +5% | +$16.2K | 0.1% | 88 |
|
|
2019
Q1 | $302K | Sell |
2,910
-44
| -1% | -$4.57K | 0.09% | 91 |
|
|
2018
Q4 | $271K | Hold |
2,954
| – | – | 0.1% | 84 |
|
|
2018
Q3 | $247K | Hold |
2,954
| – | – | 0.07% | 110 |
|
|
2018
Q2 | $230K | Buy |
+2,954
| New | +$230K | 0.07% | 94 |
|
|
2018
Q1 | – | Sell |
-2,332
| Closed | -$214K | – | 121 |
|
|
2017
Q4 | $214K | Buy |
2,332
+72
| +3% | +$6.61K | 0.07% | 101 |
|
|
2017
Q3 | $208K | Buy |
+2,260
| New | +$208K | 0.08% | 100 |
|
|
2017
Q2 | – | Sell |
-2,260
| Closed | -$203K | – | 127 |
|
|
2017
Q1 | $203K | Buy |
+2,260
| New | +$203K | 0.09% | 113 |
|
|
2016
Q4 | – | Sell |
-2,260
| Closed | -$202K | – | 105 |
|
|
2016
Q3 | $202K | Buy |
+2,260
| New | +$202K | 0.12% | 90 |
|