Global Financial Private Client’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 | $2.23M | Buy |
14,021
+207
| +1% | +$33K | 0.84% | 26 |
|
|
2025
Q1 | $2.35M | Buy |
13,814
+241
| +2% | +$41.1K | 0.9% | 22 |
|
|
2024
Q4 | $2.28M | Buy |
13,573
+222
| +2% | +$37.2K | 0.85% | 18 |
|
|
2024
Q3 | $2.31M | Buy |
13,351
+159
| +1% | +$27.5K | 0.9% | 18 |
|
|
2024
Q2 | $2.18M | Sell |
13,192
-19
| -0.1% | -$3.13K | 0.91% | 19 |
|
|
2024
Q1 | $2.12M | Buy |
13,211
+314
| +2% | +$50.4K | 0.91% | 19 |
|
|
2023
Q4 | $1.89M | Buy |
12,897
+718
| +6% | +$105K | 0.88% | 19 |
|
|
2023
Q3 | $1.77M | Buy |
12,179
+2,221
| +22% | +$322K | 0.91% | 21 |
|
|
2023
Q2 | $1.52M | Buy |
9,958
+5,155
| +107% | +$786K | 0.75% | 28 |
|
|
2023
Q1 | $718K | Sell |
4,803
-2,531
| -35% | -$378K | 0.37% | 62 |
|
|
2022
Q4 | $1.11M | Buy |
7,334
+2,804
| +62% | +$425K | 0.62% | 39 |
|
|
2022
Q3 | $582K | Buy |
4,530
+100
| +2% | +$12.9K | 0.34% | 74 |
|
|
2022
Q2 | $647K | Buy |
4,430
+395
| +10% | +$57.7K | 0.37% | 67 |
|
|
2022
Q1 | $626K | Hold |
4,035
| – | – | 0.3% | 74 |
|
|
2021
Q4 | $660K | Hold |
4,035
| – | – | 0.32% | 73 |
|
|
2021
Q3 | $563K | Hold |
4,035
| – | – | 0.29% | 89 |
|
|
2021
Q2 | $546K | Sell |
4,035
-2,775
| -41% | -$375K | 0.3% | 82 |
|
|
2021
Q1 | $914K | Buy |
6,810
+281
| +4% | +$37.7K | 0.66% | 32 |
|
|
2020
Q4 | $908K | Sell |
6,529
-58
| -0.9% | -$8.07K | 0.72% | 28 |
|
|
2020
Q3 | $917K | Buy |
6,587
+187
| +3% | +$26K | 0.8% | 27 |
|
|
2020
Q2 | $768K | Buy |
6,400
+732
| +13% | +$87.8K | 0.67% | 35 |
|
|
2020
Q1 | $620K | Buy |
5,668
+1,909
| +51% | +$209K | 0.66% | 34 |
|
|
2019
Q4 | $469K | Buy |
+3,759
| New | +$469K | 0.39% | 63 |
|