Helen Stephens 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 | $473K | Buy |
2,969
+5
| +0.2% | +$797 | 0.12% | 59 |
|
|
2025
Q1 | $505K | Sell |
2,964
-75
| -2% | -$12.8K | 0.14% | 55 |
|
|
2024
Q4 | $510K | Sell |
3,039
-72
| -2% | -$12.1K | 0.15% | 52 |
|
|
2024
Q3 | $539K | Sell |
3,111
-172
| -5% | -$29.8K | 0.16% | 55 |
|
|
2024
Q2 | $541K | Sell |
3,283
-1
| -0% | -$165 | 0.19% | 54 |
|
|
2024
Q1 | $533K | Sell |
3,284
-300
| -8% | -$48.7K | 0.21% | 46 |
|
|
2023
Q4 | $525K | Buy |
3,584
+2
| +0.1% | +$293 | 0.24% | 44 |
|
|
2023
Q3 | $523K | Sell |
3,582
-14
| -0.4% | -$2.04K | 0.27% | 42 |
|
|
2023
Q2 | $546K | Buy |
3,596
+16
| +0.4% | +$2.43K | 0.28% | 43 |
|
|
2023
Q1 | $532K | Buy |
3,580
+51
| +1% | +$7.58K | 0.28% | 44 |
|
|
2022
Q4 | $535K | Sell |
3,529
-6
| -0.2% | -$909 | 0.32% | 42 |
|
|
2022
Q3 | $446K | Sell |
3,535
-14
| -0.4% | -$1.77K | 0.31% | 43 |
|
|
2022
Q2 | $510K | Sell |
3,549
-56
| -2% | -$8.05K | 0.36% | 36 |
|
|
2022
Q1 | $551K | Hold |
3,605
| – | – | 0.38% | 33 |
|
|
2021
Q4 | $590K | Buy |
+3,605
| New | +$590K | 0.47% | 27 |
|