HFR Wealth Management’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 | $11.3M | Buy |
71,138
+754
| +1% | +$120K | 2.74% | 17 |
|
|
2025
Q1 | $12M | Buy |
70,384
+497
| +0.7% | +$84.7K | 2.92% | 16 |
|
|
2024
Q4 | $11.7M | Sell |
69,887
-518
| -0.7% | -$86.8K | 2.89% | 17 |
|
|
2024
Q3 | $12.2M | Buy |
70,405
+775
| +1% | +$134K | 2.96% | 13 |
|
|
2024
Q2 | $11.5M | Buy |
69,630
+389
| +0.6% | +$64.2K | 2.92% | 15 |
|
|
2024
Q1 | $11.2M | Buy |
69,241
+458
| +0.7% | +$74.3K | 2.84% | 16 |
|
|
2023
Q4 | $10.1M | Buy |
68,783
+944
| +1% | +$138K | 2.73% | 18 |
|
|
2023
Q3 | $9.9M | Sell |
67,839
-850
| -1% | -$124K | 2.9% | 13 |
|
|
2023
Q2 | $10.4M | Sell |
68,689
-2,067
| -3% | -$314K | 2.9% | 13 |
|
|
2023
Q1 | $10.5M | Sell |
70,756
-197
| -0.3% | -$29.3K | 2.99% | 10 |
|
|
2022
Q4 | $10.8M | Sell |
70,953
-53
| -0.1% | -$8.03K | 3.12% | 9 |
|
|
2022
Q3 | $8.97M | Sell |
71,006
-1,174
| -2% | -$148K | 2.92% | 15 |
|
|
2022
Q2 | $10.4M | Buy |
72,180
+25
| +0% | +$3.6K | 3.13% | 6 |
|
|
2022
Q1 | $11M | Buy |
72,155
+278
| +0.4% | +$42.5K | 2.92% | 11 |
|
|
2021
Q4 | $11.8M | Buy |
71,877
+1,769
| +3% | +$289K | 2.95% | 12 |
|
|
2021
Q3 | $9.8M | Buy |
70,108
+1,950
| +3% | +$273K | 2.85% | 15 |
|
|
2021
Q2 | $9.2M | Buy |
+68,158
| New | +$9.2M | 2.77% | 17 |
|