Hixon Zuercher’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 | $602K | Sell |
3,780
-1,175
| -24% | -$187K | 0.19% | 73 |
|
|
2025
Q1 | $844K | Hold |
4,955
| – | – | 0.3% | 68 |
|
|
2024
Q4 | $831K | Hold |
4,955
| – | – | 0.32% | 66 |
|
|
2024
Q3 | $858K | Sell |
4,955
-101
| -2% | -$17.5K | 0.34% | 64 |
|
|
2024
Q2 | $834K | Hold |
5,056
| – | – | 0.35% | 54 |
|
|
2024
Q1 | $820K | Sell |
5,056
-649
| -11% | -$105K | 0.35% | 53 |
|
|
2023
Q4 | $836K | Buy |
5,705
+950
| +20% | +$139K | 0.39% | 52 |
|
|
2023
Q3 | $694K | Sell |
4,755
-210
| -4% | -$30.6K | 0.36% | 48 |
|
|
2023
Q2 | $753K | Hold |
4,965
| – | – | 0.38% | 50 |
|
|
2023
Q1 | $738K | Hold |
4,965
| – | – | 0.44% | 44 |
|
|
2022
Q4 | $752K | Hold |
4,965
| – | – | 0.46% | 43 |
|
|
2022
Q3 | $627K | Hold |
4,965
| – | – | 0.4% | 47 |
|
|
2022
Q2 | $714K | Buy |
4,965
+100
| +2% | +$14.4K | 0.46% | 45 |
|
|
2022
Q1 | $743K | Sell |
4,865
-135
| -3% | -$20.6K | 0.4% | 45 |
|
|
2021
Q4 | $818K | Hold |
5,000
| – | – | 0.41% | 46 |
|
|
2021
Q3 | $699K | Hold |
5,000
| – | – | 0.41% | 46 |
|
|
2021
Q2 | $675K | Sell |
5,000
-75
| -1% | -$10.1K | 0.41% | 46 |
|
|
2021
Q1 | $687K | Buy |
5,075
+75
| +2% | +$10.2K | 0.45% | 45 |
|
|
2020
Q4 | $696K | Hold |
5,000
| – | – | 0.48% | 46 |
|
|
2020
Q3 | $695K | Hold |
5,000
| – | – | 0.53% | 44 |
|
|
2020
Q2 | $598K | Hold |
5,000
| – | – | 0.51% | 43 |
|
|
2020
Q1 | $550K | Hold |
5,000
| – | – | 0.79% | 25 |
|
|
2019
Q4 | $625K | Buy |
+5,000
| New | +$625K | 0.59% | 41 |
|