Glass Jacobson Investment Advisors’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 | $231K | Sell |
1,448
-1,636
| -53% | -$261K | 0.09% | 174 |
|
|
2025
Q1 | $517K | Hold |
3,084
| – | – | 0.17% | 137 |
|
|
2024
Q4 | $517K | Buy |
3,084
+265
| +9% | +$44.4K | 0.17% | 137 |
|
|
2024
Q3 | $488K | Hold |
2,819
| – | – | 0.16% | 145 |
|
|
2024
Q2 | $465K | Hold |
2,819
| – | – | 0.17% | 136 |
|
|
2024
Q1 | $457K | Buy |
2,819
+32
| +1% | +$5.19K | 0.17% | 134 |
|
|
2023
Q4 | $408K | Sell |
2,787
-1,028
| -27% | -$151K | 0.17% | 139 |
|
|
2023
Q3 | $556K | Buy |
3,815
+204
| +6% | +$29.8K | 0.25% | 109 |
|
|
2023
Q2 | $548K | Buy |
+3,611
| New | +$548K | 0.25% | 113 |
|
|
2022
Q4 | $578K | Buy |
+3,814
| New | +$578K | 0.29% | 103 |
|