Gradient Capital Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Buy |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
|