IFP 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 | $9.91M | Buy |
60,784
+4,484
| +8% | +$731K | 0.28% | 68 |
|
|
2025
Q1 | $9.59M | Buy |
56,300
+4,801
| +9% | +$818K | 0.3% | 66 |
|
|
2024
Q4 | $8.63M | Buy |
51,499
+21,710
| +73% | +$3.64M | 0.28% | 66 |
|
|
2024
Q3 | $5.16M | Buy |
29,789
+1,442
| +5% | +$250K | 0.19% | 119 |
|
|
2024
Q2 | $4.68M | Sell |
28,347
-6,287
| -18% | -$1.04M | 0.19% | 118 |
|
|
2024
Q1 | $5.63M | Sell |
34,634
-11,799
| -25% | -$1.92M | 0.25% | 91 |
|
|
2023
Q4 | $6.8M | Sell |
46,433
-7,029
| -13% | -$1.03M | 0.32% | 70 |
|
|
2023
Q3 | $7.8M | Buy |
53,462
+2,983
| +6% | +$435K | 0.35% | 61 |
|
|
2023
Q2 | $7.66M | Sell |
50,479
-2,354
| -4% | -$357K | 0.32% | 65 |
|
|
2023
Q1 | $4.76M | Sell |
52,833
-142,973
| -73% | -$12.9M | 0.21% | 95 |
|
|
2022
Q4 | $17.7M | Buy |
195,806
+1,299
| +0.7% | +$117K | 0.47% | 32 |
|
|
2022
Q3 | $17.6M | Buy |
194,507
+3,726
| +2% | +$337K | 0.46% | 28 |
|
|
2022
Q2 | $17.2M | Hold |
190,781
| – | – | 0.55% | 23 |
|
|
2022
Q1 | $17.2M | Buy |
190,781
+136,663
| +253% | +$12.3M | 0.55% | 23 |
|
|
2021
Q4 | $8.85M | Sell |
54,118
-420
| -0.8% | -$68.7K | 0.17% | 65 |
|
|
2021
Q3 | $7.67M | Buy |
54,538
+3,128
| +6% | +$440K | 0.15% | 76 |
|
|
2021
Q2 | $6.93M | Sell |
51,410
-1,939
| -4% | -$262K | 0.14% | 83 |
|
|
2021
Q1 | $7.23M | Buy |
53,349
+22,118
| +71% | +$3M | 0.14% | 72 |
|
|
2020
Q4 | $4.35M | Buy |
31,231
+424
| +1% | +$59K | 0.18% | 95 |
|
|
2020
Q3 | $4.29M | Buy |
30,807
+2,006
| +7% | +$279K | 0.26% | 76 |
|
|
2020
Q2 | $3.38M | Buy |
28,801
+2,107
| +8% | +$247K | 0.27% | 79 |
|
|
2020
Q1 | $2.86M | Sell |
26,694
-3,599
| -12% | -$386K | 0.29% | 78 |
|
|
2019
Q4 | $3.82M | Sell |
30,293
-47,370
| -61% | -$5.98M | 0.29% | 82 |
|
|
2019
Q3 | $9.65M | Buy |
+77,663
| New | +$9.65M | 0.65% | 22 |
|
|
2019
Q1 | $2.58M | Sell |
24,824
-46,135
| -65% | -$4.79M | 0.35% | 60 |
|
|
2018
Q4 | $6.47M | Sell |
70,959
-72,093
| -50% | -$6.57M | 0.39% | 53 |
|
|
2018
Q3 | $11.9M | Sell |
143,052
-21,506
| -13% | -$1.79M | 0.49% | 34 |
|
|
2018
Q2 | $12.8M | Sell |
164,558
-2,671
| -2% | -$208K | 0.54% | 24 |
|
|
2018
Q1 | $15.4M | Hold |
167,229
| – | – | 0.7% | 14 |
|
|
2017
Q4 | $15.4M | Sell |
167,229
-178,835
| -52% | -$16.4M | 0.7% | 14 |
|
|
2017
Q3 | $31.5M | Sell |
346,064
-13,302
| -4% | -$1.21M | 1.25% | 6 |
|
|
2017
Q2 | $31.3M | Buy |
359,366
+27,458
| +8% | +$2.39M | 1.33% | 6 |
|
|
2017
Q1 | $29.8M | Buy |
331,908
+825
| +0.2% | +$74.1K | 1.3% | 6 |
|
|
2016
Q4 | $27.8M | Buy |
331,083
+77,282
| +30% | +$6.5M | 1.34% | 5 |
|
|
2016
Q3 | $22.8M | Sell |
253,801
-3,222
| -1% | -$289K | 1.18% | 7 |
|
|
2016
Q2 | $21.8M | Buy |
257,023
+232,199
| +935% | +$19.7M | 1.22% | 8 |
|
|
2016
Q1 | $2.58M | Sell |
24,824
-215,844
| -90% | -$22.4M | 0.35% | 60 |
|
|
2015
Q4 | $19.1M | Buy |
+240,668
| New | +$19.1M | 1.28% | 4 |
|