Global Retirement Partners’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 | $6.42M | Buy |
+40,321
| New | +$6.42M | 0.16% | 123 |
|
|
2024
Q4 | $9.46M | Buy |
56,433
+2,859
| +5% | +$479K | 0.27% | 80 |
|
|
2024
Q3 | $9.28M | Sell |
53,574
-7,058
| -12% | -$1.22M | 0.28% | 80 |
|
|
2024
Q2 | $10M | Buy |
60,632
+23,475
| +63% | +$3.87M | 0.31% | 65 |
|
|
2024
Q1 | $6.03M | Buy |
37,157
+939
| +3% | +$152K | 0.22% | 99 |
|
|
2023
Q4 | $5.43M | Buy |
36,218
+1,463
| +4% | +$219K | 0.23% | 91 |
|
|
2023
Q3 | $5.07M | Sell |
34,755
-285
| -0.8% | -$41.6K | 0.26% | 84 |
|
|
2023
Q2 | $5.32M | Buy |
35,040
+795
| +2% | +$121K | 0.26% | 87 |
|
|
2023
Q1 | $5.35M | Buy |
34,245
+4,692
| +16% | +$733K | 0.28% | 76 |
|
|
2022
Q4 | $4.48M | Buy |
29,553
+1,040
| +4% | +$158K | 0.31% | 70 |
|
|
2022
Q3 | $3.84M | Buy |
28,513
+2,070
| +8% | +$279K | 0.29% | 77 |
|
|
2022
Q2 | $3.8M | Buy |
26,443
+510
| +2% | +$73.3K | 0.31% | 78 |
|
|
2022
Q1 | $3.83M | Buy |
+25,933
| New | +$3.83M | 0.3% | 77 |
|
|
2021
Q4 | – | Sell |
-13,188
| Closed | -$1.84M | – | 1345 |
|
|
2021
Q3 | $1.84M | Buy |
13,188
+650
| +5% | +$90.9K | 0.18% | 120 |
|
|
2021
Q2 | $1.69M | Buy |
12,538
+298
| +2% | +$40.2K | 0.17% | 128 |
|
|
2021
Q1 | $1.66M | Sell |
12,240
-5,803
| -32% | -$786K | 0.19% | 113 |
|
|
2020
Q4 | $2.51M | Buy |
18,043
+1,908
| +12% | +$265K | 0.31% | 63 |
|
|
2020
Q3 | $2.24M | Buy |
16,135
+1,480
| +10% | +$206K | 0.33% | 65 |
|
|
2020
Q2 | $1.75M | Sell |
14,655
-1,766
| -11% | -$211K | 0.28% | 71 |
|
|
2020
Q1 | $1.81M | Sell |
16,421
-5,887
| -26% | -$647K | 0.34% | 60 |
|
|
2019
Q4 | $2.79M | Sell |
22,308
-5,322
| -19% | -$665K | 0.43% | 49 |
|
|
2019
Q3 | $3.44M | Buy |
27,630
+12,363
| +81% | +$1.54M | 0.57% | 35 |
|
|
2019
Q2 | $1.67M | Buy |
15,267
+1,232
| +9% | +$135K | 0.32% | 60 |
|
|
2019
Q1 | $1.46M | Buy |
14,035
+21
| +0.1% | +$2.19K | 0.35% | 57 |
|
|
2018
Q4 | $1.29M | Buy |
14,014
+759
| +6% | +$69.8K | 0.33% | 65 |
|
|
2018
Q3 | $1.1M | Buy |
13,255
+1,543
| +13% | +$128K | 0.25% | 85 |
|
|
2018
Q2 | $914K | Buy |
11,712
+1,929
| +20% | +$151K | 0.23% | 88 |
|
|
2018
Q1 | $776K | Buy |
9,783
+3,835
| +64% | +$304K | 0.21% | 98 |
|
|
2017
Q4 | $546K | Buy |
5,948
+648
| +12% | +$59.5K | 0.15% | 138 |
|
|
2017
Q3 | $482K | Buy |
5,300
+65
| +1% | +$5.91K | 0.2% | 114 |
|
|
2017
Q2 | $456K | Buy |
5,235
+1,006
| +24% | +$87.6K | 0.21% | 103 |
|
|
2017
Q1 | $380K | Sell |
4,229
-448
| -10% | -$40.3K | 0.21% | 109 |
|
|
2016
Q4 | $393K | Buy |
+4,677
| New | +$393K | 0.26% | 85 |
|