Guerra Pan Advisors’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 | $867K | Sell |
5,440
-334
| -6% | -$53.2K | 0.57% | 42 |
|
|
2025
Q1 | $984K | Hold |
5,774
| – | – | 0.77% | 36 |
|
|
2024
Q4 | $968K | Hold |
5,774
| – | – | 0.7% | 36 |
|
|
2024
Q3 | $1M | Buy |
5,774
+131
| +2% | +$22.7K | 0.8% | 34 |
|
|
2024
Q2 | $931K | Buy |
5,643
+1,435
| +34% | +$237K | 0.78% | 37 |
|
|
2024
Q1 | $683K | Sell |
4,208
-79
| -2% | -$12.8K | 0.63% | 49 |
|
|
2023
Q4 | $628K | Buy |
4,287
+2,733
| +176% | +$400K | 0.6% | 51 |
|
|
2023
Q3 | $227K | Buy |
1,554
+29
| +2% | +$4.23K | 0.26% | 89 |
|
|
2023
Q2 | $231K | Hold |
1,525
| – | – | 0.26% | 93 |
|
|
2023
Q1 | $227K | Buy |
1,525
+97
| +7% | +$14.4K | 0.28% | 86 |
|
|
2022
Q4 | $216K | Buy |
+1,428
| New | +$216K | 0.3% | 85 |
|
|
2022
Q2 | – | Sell |
-1,428
| Closed | -$228K | – | 98 |
|
|
2022
Q1 | $228K | Hold |
1,428
| – | – | 0.28% | 90 |
|
|
2021
Q4 | $234K | Buy |
+1,428
| New | +$234K | 0.23% | 96 |
|