Indie Asset 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 | – | Sell |
-1,509
| Closed | -$257K | – | 99 |
|
|
2025
Q1 | $257K | Sell |
1,509
-208
| -12% | -$35.5K | 0.22% | 74 |
|
|
2024
Q4 | $288K | Buy |
1,717
+1
| +0.1% | +$168 | 0.23% | 77 |
|
|
2024
Q3 | $297K | Sell |
1,716
-75
| -4% | -$13K | 0.22% | 76 |
|
|
2024
Q2 | $295K | Buy |
1,791
+300
| +20% | +$49.5K | 0.24% | 68 |
|
|
2024
Q1 | $242K | Buy |
1,491
+30
| +2% | +$4.87K | 0.22% | 70 |
|
|
2023
Q4 | $214K | Buy |
1,461
+1
| +0.1% | +$146 | 0.19% | 74 |
|
|
2023
Q3 | $213K | Buy |
1,460
+27
| +2% | +$3.94K | 0.21% | 69 |
|
|
2023
Q2 | $217K | Buy |
1,433
+1
| +0.1% | +$152 | 0.24% | 70 |
|
|
2023
Q1 | $213K | Hold |
1,432
| – | – | 0.25% | 72 |
|
|
2022
Q4 | $217K | Buy |
+1,432
| New | +$217K | 0.24% | 76 |
|
|
2022
Q3 | – | Sell |
-1,432
| Closed | -$206K | – | 104 |
|
|
2022
Q2 | $206K | Hold |
1,432
| – | – | 0.18% | 103 |
|
|
2022
Q1 | $219K | Buy |
1,432
+25
| +2% | +$3.82K | 0.16% | 119 |
|
|
2021
Q4 | $230K | Sell |
1,407
-686
| -33% | -$112K | 0.17% | 116 |
|
|
2021
Q3 | $293K | Buy |
2,093
+86
| +4% | +$12K | 0.24% | 90 |
|
|
2021
Q2 | $271K | Sell |
2,007
-348
| -15% | -$47K | 0.22% | 93 |
|
|
2021
Q1 | $319K | Buy |
2,355
+350
| +17% | +$47.4K | 0.36% | 76 |
|
|
2020
Q4 | $279K | Sell |
2,005
-486
| -20% | -$67.6K | 0.32% | 78 |
|
|
2020
Q3 | $346K | Buy |
2,491
+51
| +2% | +$7.08K | 0.43% | 59 |
|
|
2020
Q2 | $327K | Sell |
2,440
-39
| -2% | -$5.23K | 0.41% | 62 |
|
|
2020
Q1 | $273K | Sell |
2,479
-50
| -2% | -$5.51K | 0.34% | 58 |
|
|
2019
Q4 | $316K | Buy |
+2,529
| New | +$316K | 0.34% | 56 |
|