Holistic Financial Partners’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 | $1.53M | Sell |
9,588
-85
| -0.9% | -$13.5K | 0.67% | 28 |
|
|
2025
Q1 | $1.65M | Buy |
9,673
+238
| +3% | +$40.6K | 0.79% | 24 |
|
|
2024
Q4 | $1.58M | Buy |
9,435
+363
| +4% | +$60.9K | 0.79% | 25 |
|
|
2024
Q3 | $1.57M | Buy |
9,072
+24
| +0.3% | +$4.16K | 0.76% | 24 |
|
|
2024
Q2 | $1.49M | Sell |
9,048
-270
| -3% | -$44.5K | 0.75% | 23 |
|
|
2024
Q1 | $1.51M | Buy |
9,318
+238
| +3% | +$38.6K | 0.77% | 24 |
|
|
2023
Q4 | $1.33M | Buy |
9,080
+371
| +4% | +$54.4K | 0.8% | 23 |
|
|
2023
Q3 | $1.27M | Buy |
8,709
+314
| +4% | +$45.8K | 0.84% | 23 |
|
|
2023
Q2 | $1.27M | Sell |
8,395
-325
| -4% | -$49.3K | 0.89% | 21 |
|
|
2023
Q1 | $1.3M | Sell |
8,720
-157
| -2% | -$23.3K | 1.01% | 18 |
|
|
2022
Q4 | $1.35M | Buy |
8,877
+49
| +0.6% | +$7.43K | 1.2% | 14 |
|
|
2022
Q3 | $1.12M | Buy |
8,828
+122
| +1% | +$15.4K | 1.1% | 15 |
|
|
2022
Q2 | $1.25M | Buy |
8,706
+179
| +2% | +$25.7K | 1.18% | 13 |
|
|
2022
Q1 | $1.3M | Buy |
8,527
+295
| +4% | +$45.1K | 0.83% | 21 |
|
|
2021
Q4 | $1.35M | Sell |
8,232
-59
| -0.7% | -$9.65K | 0.78% | 23 |
|
|
2021
Q3 | $1.16M | Sell |
8,291
-599
| -7% | -$83.7K | 0.71% | 22 |
|
|
2021
Q2 | $1.2M | Buy |
8,890
+2
| +0% | +$270 | 0.72% | 23 |
|
|
2021
Q1 | $1.2M | Sell |
8,888
-683
| -7% | -$92.5K | 0.79% | 21 |
|
|
2020
Q4 | $1.33M | Buy |
9,571
+259
| +3% | +$36K | 0.92% | 16 |
|
|
2020
Q3 | $1.29M | Sell |
9,312
-193
| -2% | -$26.8K | 1.04% | 14 |
|
|
2020
Q2 | $1.14M | Sell |
9,505
-745
| -7% | -$89.1K | 0.98% | 15 |
|
|
2020
Q1 | $1.13M | Sell |
10,250
-53
| -0.5% | -$5.83K | 1.17% | 18 |
|
|
2019
Q4 | $1.29M | Buy |
10,303
+107
| +1% | +$13.4K | 0.77% | 20 |
|
|
2019
Q3 | $1.27M | Sell |
10,196
-297
| -3% | -$37K | 1.13% | 17 |
|
|
2019
Q2 | $1.15M | Sell |
10,493
-143
| -1% | -$15.7K | 1.15% | 16 |
|
|
2019
Q1 | $1.11M | Buy |
10,636
+500
| +5% | +$52K | 0.47% | 37 |
|
|
2018
Q4 | $932K | Buy |
10,136
+739
| +8% | +$68K | 0.97% | 17 |
|
|
2018
Q3 | $782K | Buy |
+9,397
| New | +$782K | 0.73% | 18 |
|
|
2018
Q2 | – | Sell |
-9,398
| Closed | -$745K | – | 274 |
|
|
2018
Q1 | $745K | Sell |
9,398
-38
| -0.4% | -$3.01K | 0.62% | 20 |
|
|
2017
Q4 | $867K | Buy |
+9,436
| New | +$867K | 0.71% | 18 |
|