Herold 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 | $3.76M | Sell |
23,569
-1,473
| -6% | -$235K | 0.79% | 31 |
|
|
2025
Q1 | $4.27M | Buy |
25,042
+2,241
| +10% | +$382K | 0.94% | 26 |
|
|
2024
Q4 | $3.82M | Buy |
22,801
+316
| +1% | +$53K | 0.83% | 27 |
|
|
2024
Q3 | $3.9M | Buy |
22,485
+203
| +0.9% | +$35.2K | 0.85% | 28 |
|
|
2024
Q2 | $3.68M | Buy |
22,282
+5
| +0% | +$825 | 0.85% | 26 |
|
|
2024
Q1 | $3.61M | Sell |
22,277
-4,315
| -16% | -$700K | 0.87% | 25 |
|
|
2023
Q4 | $3.9M | Buy |
26,592
+581
| +2% | +$85.2K | 1.08% | 19 |
|
|
2023
Q3 | $3.79M | Buy |
26,011
+1,026
| +4% | +$150K | 1.15% | 18 |
|
|
2023
Q2 | $3.79M | Buy |
24,985
+310
| +1% | +$47K | 1.16% | 18 |
|
|
2023
Q1 | $3.67M | Buy |
24,675
+1,847
| +8% | +$275K | 1.27% | 15 |
|
|
2022
Q4 | $3.46M | Buy |
22,828
+406
| +2% | +$61.5K | 1.47% | 15 |
|
|
2022
Q3 | $2.83M | Buy |
22,422
+4
| +0% | +$505 | 1.36% | 15 |
|
|
2022
Q2 | $3.22M | Buy |
22,418
+1,219
| +6% | +$175K | 1.44% | 9 |
|
|
2022
Q1 | $3.24M | Buy |
21,199
+2,263
| +12% | +$346K | 1.15% | 14 |
|
|
2021
Q4 | $3.1M | Sell |
18,936
-18
| -0.1% | -$2.94K | 1.2% | 14 |
|
|
2021
Q3 | $2.65M | Buy |
+18,954
| New | +$2.65M | 1.03% | 15 |
|