Inlet Private Wealth’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 | $1.77M | Hold |
11,093
| – | – | 0.43% | 67 |
|
|
2025
Q1 | $1.89M | Hold |
11,093
| – | – | 0.49% | 62 |
|
|
2024
Q4 | $1.86M | Sell |
11,093
-800
| -7% | -$134K | 0.49% | 66 |
|
|
2024
Q3 | $2.06M | Sell |
11,893
-150
| -1% | -$26K | 0.52% | 64 |
|
|
2024
Q2 | $1.99M | Buy |
12,043
+428
| +4% | +$70.6K | 0.54% | 59 |
|
|
2024
Q1 | $1.88M | Hold |
11,615
| – | – | 0.53% | 58 |
|
|
2023
Q4 | $1.7M | Sell |
11,615
-1,200
| -9% | -$176K | 0.52% | 61 |
|
|
2023
Q3 | $1.87M | Sell |
12,815
-3,581
| -22% | -$522K | 0.61% | 56 |
|
|
2023
Q2 | $2.49M | Hold |
16,396
| – | – | 0.63% | 52 |
|
|
2023
Q1 | $2.44M | Sell |
16,396
-100
| -0.6% | -$14.9K | 0.63% | 54 |
|
|
2022
Q4 | $2.5M | Buy |
16,496
+601
| +4% | +$91.1K | 0.64% | 53 |
|
|
2022
Q3 | $2.01M | Sell |
15,895
-10
| -0.1% | -$1.26K | 0.6% | 54 |
|
|
2022
Q2 | $2.29M | Buy |
15,905
+12
| +0.1% | +$1.73K | 0.65% | 50 |
|
|
2022
Q1 | $2.43M | Buy |
15,893
+533
| +3% | +$81.4K | 0.61% | 54 |
|
|
2021
Q4 | $2.51M | Buy |
15,360
+12
| +0.1% | +$1.96K | 0.61% | 53 |
|
|
2021
Q3 | $2.15M | Hold |
15,348
| – | – | 0.58% | 59 |
|
|
2021
Q2 | $2.07M | Buy |
15,348
+9
| +0.1% | +$1.21K | 0.54% | 61 |
|
|
2021
Q1 | $2.08M | Buy |
15,339
+8
| +0.1% | +$1.08K | 0.59% | 56 |
|
|
2020
Q4 | $2.13M | Hold |
15,331
| – | – | 0.7% | 52 |
|
|
2020
Q3 | $2.13M | Hold |
15,331
| – | – | 0.83% | 44 |
|
|
2020
Q2 | $1.83M | Sell |
15,331
-210
| -1% | -$25.1K | 0.73% | 48 |
|
|
2020
Q1 | $1.71M | Hold |
15,541
| – | – | 0.79% | 45 |
|
|
2019
Q4 | $1.94M | Sell |
15,541
-233
| -1% | -$29.1K | 0.64% | 47 |
|
|
2019
Q3 | $1.96M | Sell |
15,774
-240
| -1% | -$29.9K | 0.73% | 45 |
|
|
2019
Q2 | $1.84M | Buy |
16,014
+2,106
| +15% | +$242K | 0.66% | 48 |
|
|
2019
Q1 | $1.45M | Buy |
13,908
+3,179
| +30% | +$331K | 0.58% | 56 |
|
|
2018
Q4 | $986K | Buy |
+10,729
| New | +$986K | 0.53% | 52 |
|