Houlihan Financial Resource 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 | $774K | Buy |
5,010
+4
| +0.1% | +$618 | 0.32% | 56 |
|
|
2025
Q1 | $853K | Buy |
5,006
+4
| +0.1% | +$682 | 0.38% | 49 |
|
|
2024
Q4 | $839K | Buy |
5,002
+4
| +0.1% | +$671 | 0.36% | 49 |
|
|
2024
Q3 | $866K | Buy |
+4,998
| New | +$866K | 0.36% | 51 |
|
|
2024
Q2 | – | Sell |
-4,991
| Closed | -$810K | – | 89 |
|
|
2024
Q1 | $810K | Sell |
4,991
-6
| -0.1% | -$974 | 0.36% | 50 |
|
|
2023
Q4 | $732K | Buy |
4,997
+4
| +0.1% | +$586 | 0.36% | 51 |
|
|
2023
Q3 | $740K | Buy |
+4,993
| New | +$740K | 0.4% | 48 |
|
|
2023
Q2 | – | Sell |
-5,011
| Closed | -$745K | – | 165 |
|
|
2023
Q1 | $745K | Sell |
5,011
-147
| -3% | -$21.9K | 0.41% | 47 |
|
|
2022
Q4 | $753K | Hold |
5,158
| – | – | 0.43% | 48 |
|
|
2022
Q3 | $717K | Buy |
+5,158
| New | +$717K | 0.44% | 47 |
|
|
2020
Q3 | $811K | Buy |
+5,710
| New | +$811K | 0.47% | 46 |
|
|
2020
Q1 | $621K | Buy |
5,649
+3
| +0.1% | +$330 | 0.54% | 44 |
|
|
2019
Q4 | $705K | Buy |
+5,646
| New | +$705K | 0.46% | 52 |
|