GCA
Gradient Capital Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
1,821
+32
| +2% | +$5.1K | 0.09% | 133 |
|
|
2025
Q1 | $305K | Buy |
1,789
+9
| +0.5% | +$1.53K | 0.1% | 124 |
|
|
2024
Q4 | $298K | Buy |
1,780
+25
| +1% | +$4.19K | 0.1% | 122 |
|
|
2024
Q3 | $304K | Buy |
1,755
+14
| +0.8% | +$2.43K | 0.1% | 122 |
|
|
2024
Q2 | $287K | Hold |
1,741
| – | – | 0.1% | 123 |
|
|
2024
Q1 | $282K | Sell |
1,741
-112
| -6% | -$18.2K | 0.1% | 125 |
|
|
2023
Q4 | $271K | Sell |
1,853
-47
| -2% | -$6.89K | 0.1% | 126 |
|
|
2023
Q3 | $277K | Buy |
1,900
+60
| +3% | +$8.75K | 0.12% | 122 |
|
|
2023
Q2 | $279K | Buy |
1,840
+86
| +5% | +$13.1K | 0.11% | 124 |
|
|
2023
Q1 | $261K | Buy |
1,754
+68
| +4% | +$10.1K | 0.11% | 125 |
|
|
2022
Q4 | $256K | Sell |
1,686
-413
| -20% | -$62.6K | 0.12% | 121 |
|
|
2022
Q3 | $265K | Buy |
2,099
+46
| +2% | +$5.81K | 0.13% | 107 |
|
|
2022
Q2 | $295K | Sell |
2,053
-79
| -4% | -$11.4K | 0.14% | 98 |
|
|
2022
Q1 | $326K | Hold |
2,132
| – | – | 0.14% | 98 |
|
|
2021
Q4 | $349K | Buy |
2,132
+34
| +2% | +$5.57K | 0.15% | 93 |
|
|
2021
Q3 | $293K | Buy |
2,098
+97
| +5% | +$13.5K | 0.13% | 96 |
|
|
2021
Q2 | $270K | Buy |
2,001
+114
| +6% | +$15.4K | 0.13% | 100 |
|
|
2021
Q1 | $256K | Buy |
1,887
+110
| +6% | +$14.9K | 0.14% | 97 |
|
|
2020
Q4 | $247K | Hold |
1,777
| – | – | 0.14% | 95 |
|
|
2020
Q3 | $247K | Sell |
1,777
-332
| -16% | -$46.1K | 0.15% | 89 |
|
|
2020
Q2 | $252K | Buy |
+2,109
| New | +$252K | 0.17% | 85 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$222K | – | 94 |
|
|
2019
Q4 | $222K | Buy |
+1,776
| New | +$222K | 0.15% | 89 |
|