HPIA
Hamilton Point Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Hold |
5,802
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $989K | Hold |
5,802
| – | – | 0.18% | 70 |
|
|
2024
Q4 | $973K | Buy |
5,802
+406
| +8% | +$68.1K | 0.17% | 70 |
|
|
2024
Q3 | $935K | Hold |
5,396
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $890K | Sell |
5,396
-29
| -0.5% | -$4.78K | 0.17% | 70 |
|
|
2024
Q1 | $880K | Sell |
5,425
-1,547
| -22% | -$251K | 0.17% | 72 |
|
|
2023
Q4 | $1.02M | Hold |
6,972
| – | – | 0.2% | 73 |
|
|
2023
Q3 | $1.02M | Hold |
6,972
| – | – | 0.25% | 67 |
|
|
2023
Q2 | $1.06M | Hold |
6,972
| – | – | 0.25% | 67 |
|
|
2023
Q1 | $1.04M | Buy |
6,972
+4,315
| +162% | +$642K | 0.25% | 65 |
|
|
2022
Q4 | $403K | Buy |
2,657
+2
| +0.1% | +$303 | 0.11% | 67 |
|
|
2022
Q3 | $335K | Buy |
+2,655
| New | +$335K | 0.1% | 68 |
|