Girard Partners’s Procter & Gamble PG Stock Holding History

Girard Partners’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$3.58M	Sell	21,733 -274	-1%	-$45.2K	0.34%	62
2024 Q1	$3.57M	Sell	22,007 -162	-0.7%	-$26.3K	0.34%	66
2023 Q4	$3.25M	Sell	22,169 -287	-1%	-$42.1K	0.33%	68
2023 Q3	$3.28M	Sell	22,456 -63	-0.3%	-$9.19K	0.37%	61
2023 Q2	$3.42M	Sell	22,519 -4,218	-16%	-$640K	0.36%	63
2023 Q1	$3.98M	Buy	26,737 +375	+1%	+$55.8K	0.44%	54
2022 Q4	$4M	Buy	26,362 +3,166	+14%	+$480K	0.45%	55
2022 Q3	$2.93M	Buy	23,196 +1,160	+5%	+$146K	0.39%	67
2022 Q2	$3.17M	Sell	22,036 -1,576	-7%	-$227K	0.4%	72
2022 Q1	$3.61M	Buy	23,612 +212	+0.9%	+$32.4K	0.39%	70
2021 Q4	$3.83M	Buy	23,400 +1,200	+5%	+$196K	0.42%	76
2021 Q3	$3.1M	Buy	22,200 +957	+5%	+$134K	0.39%	77
2021 Q2	$2.87M	Sell	21,243 -300	-1%	-$40.5K	0.37%	79
2021 Q1	$2.92M	Sell	21,543 -1,030	-5%	-$139K	0.42%	75
2020 Q4	$3.14M	Sell	22,573 -8,215	-27%	-$1.14M	0.48%	64
2020 Q3	$4.28M	Sell	30,788 -59	-0.2%	-$8.2K	0.72%	42
2020 Q2	$3.69M	Sell	30,847 -814	-3%	-$97.3K	0.67%	45
2020 Q1	$3.48M	Buy	31,661 +9,310	+42%	+$1.02M	0.7%	42
2019 Q4	$2.79M	Buy	22,351 +96	+0.4%	+$12K	0.46%	65
2019 Q3	$2.77M	Sell	22,255 -718	-3%	-$89.3K	0.52%	64
2019 Q2	$2.52M	Sell	22,973 -450	-2%	-$49.3K	0.44%	68
2019 Q1	$2.44M	Sell	23,423 -2,696	-10%	-$281K	0.45%	67
2018 Q4	$2.4M	Sell	26,119 -3,682	-12%	-$338K	0.5%	63
2018 Q3	$2.48M	Sell	29,801 -1,818	-6%	-$151K	0.44%	68
2018 Q2	$2.47M	Sell	31,619 -2,902	-8%	-$227K	0.47%	64
2018 Q1	$2.74M	Sell	34,521 -2,276	-6%	-$180K	0.64%	49
2017 Q4	$3.38M	Sell	36,797 -2,132	-5%	-$196K	0.65%	51
2017 Q3	$3.54M	Sell	38,929 -3,736	-9%	-$340K	0.73%	46
2017 Q2	$3.72M	Sell	42,665 -1,418	-3%	-$124K	0.8%	39
2017 Q1	$3.96M	Buy	44,083 +579	+1%	+$52K	0.96%	34
2016 Q4	$3.66M	Buy	43,504 +8,097	+23%	+$681K	1.06%	26
2016 Q3	$3.18M	Buy	35,407 +2,672	+8%	+$240K	1.06%	25
2016 Q2	$2.77M	Buy	32,735 +1,137	+4%	+$96.3K	1.05%	29
2016 Q1	$2.6M	Buy	31,598 +19	+0.1%	+$1.56K	1.14%	24
2015 Q4	$2.51M	Sell	31,579 -240	-0.8%	-$19.1K	1.21%	24
2015 Q3	$2.29M	Buy	31,819 +910	+3%	+$65.5K	1.3%	21
2015 Q2	$2.42M	Buy	30,909 +585	+2%	+$45.8K	1.35%	22
2015 Q1	$2.49M	Buy	30,324 +49	+0.2%	+$4.02K	1.47%	16
2014 Q4	$2.76M	Sell	30,275 -881	-3%	-$80.3K	1.72%	12
2014 Q3	$2.61M	Sell	31,156 -2,560	-8%	-$214K	1.75%	11
2014 Q2	$2.65M	Sell	33,716 -1,970	-6%	-$155K	1.83%	11
2014 Q1	$2.88M	Buy	35,686 +679	+2%	+$54.7K	2.04%	8
2013 Q4	$2.85M	Buy	+35,007	New	+$2.85M	2.26%	7