Goepper Burkhardt’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 | $768K | Sell |
4,822
-100
| -2% | -$15.9K | 0.28% | 39 |
|
|
2025
Q1 | $839K | Sell |
4,922
-300
| -6% | -$51.1K | 0.34% | 36 |
|
|
2024
Q4 | $876K | Sell |
5,222
-46
| -0.9% | -$7.71K | 0.36% | 33 |
|
|
2024
Q3 | $912K | Sell |
5,268
-77
| -1% | -$13.3K | 0.38% | 34 |
|
|
2024
Q2 | $882K | Hold |
5,345
| – | – | 0.4% | 34 |
|
|
2024
Q1 | $892K | Buy |
5,345
+205
| +4% | +$34.2K | 0.42% | 34 |
|
|
2023
Q4 | $809K | Sell |
5,140
-213
| -4% | -$33.5K | 0.4% | 31 |
|
|
2023
Q3 | $781K | Hold |
5,353
| – | – | 0.48% | 28 |
|
|
2023
Q2 | $812K | Sell |
5,353
-30
| -0.6% | -$4.55K | 0.49% | 26 |
|
|
2023
Q1 | $800K | Hold |
5,383
| – | – | 0.52% | 27 |
|
|
2022
Q4 | $816K | Buy |
5,383
+566
| +12% | +$85.8K | 0.57% | 27 |
|
|
2022
Q3 | $608K | Sell |
4,817
-48
| -1% | -$6.06K | 0.45% | 28 |
|
|
2022
Q2 | $700K | Buy |
4,865
+48
| +1% | +$6.91K | 0.49% | 27 |
|
|
2022
Q1 | $736K | Hold |
4,817
| – | – | 0.45% | 29 |
|
|
2021
Q4 | $788K | Hold |
4,817
| – | – | 0.47% | 29 |
|
|
2021
Q3 | $673K | Hold |
4,817
| – | – | 0.43% | 31 |
|
|
2021
Q2 | $650K | Sell |
4,817
-7
| -0.1% | -$945 | 0.41% | 31 |
|
|
2021
Q1 | $653K | Sell |
4,824
-232
| -5% | -$31.4K | 0.44% | 31 |
|
|
2020
Q4 | $704K | Buy |
+5,056
| New | +$704K | 0.51% | 28 |
|