Gladstone Institutional Advisory’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 | $6.11M | Sell |
38,326
-180
| -0.5% | -$28.7K | 0.25% | 90 |
|
|
2025
Q1 | $6.56M | Buy |
38,506
+3,137
| +9% | +$535K | 0.31% | 78 |
|
|
2024
Q4 | $5.93M | Sell |
35,369
-99
| -0.3% | -$16.6K | 0.28% | 83 |
|
|
2024
Q3 | $6.14M | Buy |
35,468
+1,920
| +6% | +$333K | 0.3% | 80 |
|
|
2024
Q2 | $5.53M | Buy |
33,548
+1,780
| +6% | +$294K | 0.29% | 89 |
|
|
2024
Q1 | $5.15M | Sell |
31,768
-4,164
| -12% | -$676K | 0.28% | 94 |
|
|
2023
Q4 | $5.27M | Buy |
35,932
+3,786
| +12% | +$555K | 0.3% | 84 |
|
|
2023
Q3 | $4.69M | Sell |
32,146
-990
| -3% | -$144K | 0.3% | 78 |
|
|
2023
Q2 | $5.03M | Sell |
33,136
-2,462
| -7% | -$374K | 0.31% | 85 |
|
|
2023
Q1 | $5.29M | Sell |
35,598
-6,623
| -16% | -$985K | 0.34% | 73 |
|
|
2022
Q4 | $6.4M | Sell |
42,221
-180
| -0.4% | -$27.3K | 0.45% | 50 |
|
|
2022
Q3 | $5.35M | Buy |
42,401
+754
| +2% | +$95.2K | 0.42% | 48 |
|
|
2022
Q2 | $5.99M | Sell |
41,647
-571
| -1% | -$82.1K | 0.47% | 43 |
|
|
2022
Q1 | $6.45M | Sell |
42,218
-101
| -0.2% | -$15.4K | 0.44% | 49 |
|
|
2021
Q4 | $6.92M | Buy |
42,319
+8,983
| +27% | +$1.47M | 0.54% | 42 |
|
|
2021
Q3 | $4.66M | Buy |
33,336
+19,014
| +133% | +$2.66M | 0.46% | 58 |
|
|
2021
Q2 | $1.93M | Buy |
14,322
+5,357
| +60% | +$723K | 0.23% | 111 |
|
|
2021
Q1 | $1.21M | Buy |
8,965
+5,632
| +169% | +$763K | 0.19% | 120 |
|
|
2020
Q4 | $464K | Sell |
3,333
-449
| -12% | -$62.5K | 0.09% | 168 |
|
|
2020
Q3 | $526K | Buy |
3,782
+464
| +14% | +$64.5K | 0.13% | 138 |
|
|
2020
Q2 | $397K | Sell |
3,318
-2,431
| -42% | -$291K | 0.1% | 150 |
|
|
2020
Q1 | $632K | Sell |
5,749
-1,906
| -25% | -$210K | 0.16% | 125 |
|
|
2019
Q4 | $956K | Sell |
7,655
-370
| -5% | -$46.2K | 0.23% | 90 |
|
|
2019
Q3 | $998K | Buy |
8,025
+795
| +11% | +$98.9K | 0.25% | 79 |
|
|
2019
Q2 | $793K | Buy |
7,230
+4,831
| +201% | +$530K | 0.24% | 94 |
|
|
2019
Q1 | $250K | Sell |
2,399
-18
| -0.7% | -$1.88K | 0.09% | 174 |
|
|
2018
Q4 | $222K | Buy |
+2,417
| New | +$222K | 0.13% | 154 |
|