Gitterman Wealth 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 | $473K | Hold |
2,971
| – | – | 0.11% | 47 |
|
|
2025
Q1 | $506K | Sell |
2,971
-20
| -0.7% | -$3.41K | 0.13% | 42 |
|
|
2024
Q4 | $501K | Buy |
2,991
+138
| +5% | +$23.1K | 0.21% | 37 |
|
|
2024
Q3 | $494K | Hold |
2,853
| – | – | 0.21% | 30 |
|
|
2024
Q2 | $470K | Hold |
2,853
| – | – | 0.18% | 29 |
|
|
2024
Q1 | $463K | Hold |
2,853
| – | – | 0.18% | 32 |
|
|
2023
Q4 | $418K | Sell |
2,853
-94
| -3% | -$13.8K | 0.19% | 27 |
|
|
2023
Q3 | $430K | Buy |
2,947
+44
| +2% | +$6.42K | 0.2% | 25 |
|
|
2023
Q2 | $440K | Sell |
2,903
-50
| -2% | -$7.59K | 0.21% | 26 |
|
|
2023
Q1 | $439K | Hold |
2,953
| – | – | 0.21% | 21 |
|
|
2022
Q4 | $448K | Hold |
2,953
| – | – | 0.22% | 24 |
|
|
2022
Q3 | $374K | Buy |
2,953
+55
| +2% | +$6.97K | 0.39% | 28 |
|
|
2022
Q2 | $417K | Sell |
2,898
-20
| -0.7% | -$2.88K | 0.39% | 27 |
|
|
2022
Q1 | $446K | Buy |
2,918
+150
| +5% | +$22.9K | 0.36% | 33 |
|
|
2021
Q4 | $453K | Hold |
2,768
| – | – | 0.34% | 37 |
|
|
2021
Q3 | $387K | Hold |
2,768
| – | – | 0.31% | 34 |
|
|
2021
Q2 | $373K | Hold |
2,768
| – | – | 0.3% | 34 |
|
|
2021
Q1 | $375K | Buy |
+2,768
| New | +$375K | 0.24% | 34 |
|