GoalVest 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 | $1.66M | Buy |
10,439
+221
| +2% | +$35.2K | 0.41% | 42 |
|
|
2025
Q1 | $1.74M | Buy |
10,218
+1,637
| +19% | +$279K | 0.48% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
8,581
+114
| +1% | +$19.1K | 0.39% | 42 |
|
|
2024
Q3 | $1.47M | Buy |
8,467
+308
| +4% | +$53.3K | 0.42% | 43 |
|
|
2024
Q2 | $1.35M | Sell |
8,159
-799
| -9% | -$132K | 0.43% | 40 |
|
|
2024
Q1 | $1.45M | Buy |
8,958
+856
| +11% | +$139K | 0.48% | 34 |
|
|
2023
Q4 | $1.19M | Buy |
8,102
+887
| +12% | +$130K | 0.52% | 27 |
|
|
2023
Q3 | $1.05M | Buy |
7,215
+292
| +4% | +$42.6K | 0.53% | 29 |
|
|
2023
Q2 | $1.05M | Sell |
6,923
-4,463
| -39% | -$677K | 0.54% | 27 |
|
|
2023
Q1 | $1.69M | Sell |
11,386
-7,733
| -40% | -$1.15M | 0.99% | 15 |
|
|
2022
Q4 | $2.9M | Sell |
19,119
-5,987
| -24% | -$907K | 1.87% | 10 |
|
|
2022
Q3 | $3.17M | Buy |
25,106
+11,224
| +81% | +$1.42M | 2.22% | 10 |
|
|
2022
Q2 | $2.01M | Buy |
13,882
+7,402
| +114% | +$1.07M | 1.27% | 19 |
|
|
2022
Q1 | $990K | Buy |
+6,480
| New | +$990K | 0.56% | 46 |
|
|
2021
Q2 | $767K | Sell |
5,688
-1,171
| -17% | -$158K | 0.48% | 56 |
|
|
2021
Q1 | $929K | Buy |
6,859
+6,421
| +1,466% | +$870K | 0.69% | 45 |
|
|
2020
Q4 | $61K | Buy |
+438
| New | +$61K | 0.05% | 107 |
|