Greystone Financial Group’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 | $8.03M | Buy |
50,384
+9,174
| +22% | +$1.46M | 1.32% | 34 |
|
2025
Q1 | $7.02M | Buy |
41,210
+1,181
| +3% | +$201K | 1.27% | 37 |
|
2024
Q4 | $6.71M | Buy |
40,029
+1,739
| +5% | +$292K | 1.17% | 37 |
|
2024
Q3 | $6.63M | Sell |
38,290
-8,413
| -18% | -$1.46M | 1.19% | 37 |
|
2024
Q2 | $7.7M | Buy |
46,703
+3,921
| +9% | +$647K | 1.51% | 30 |
|
2024
Q1 | $6.94M | Sell |
42,782
-2,746
| -6% | -$446K | 1.39% | 33 |
|
2023
Q4 | $6.67M | Buy |
45,528
+10,152
| +29% | +$1.49M | 1.54% | 26 |
|
2023
Q3 | $5.16M | Buy |
+35,376
| New | +$5.16M | 1.29% | 32 |
|
2022
Q2 | – | Sell |
-50,982
| Closed | -$7.79M | – | 89 |
|
2022
Q1 | $7.79M | Buy |
50,982
+1,663
| +3% | +$254K | 1.97% | 30 |
|
2021
Q4 | $8.07M | Buy |
49,319
+10,095
| +26% | +$1.65M | 1.93% | 21 |
|
2021
Q3 | $5.48M | Sell |
39,224
-16,169
| -29% | -$2.26M | 1.63% | 27 |
|
2021
Q2 | $7.47M | Buy |
55,393
+373
| +0.7% | +$50.3K | 1.86% | 16 |
|
2021
Q1 | $7.54M | Buy |
55,020
+52,840
| +2,424% | +$7.24M | 1.89% | 14 |
|
2020
Q4 | $282K | Buy |
+2,180
| New | +$282K | 0.08% | 88 |
|