J.P. Marvel Investment 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 | $6.55M | Hold |
41,127
| – | – | 1.06% | 26 |
|
2025
Q1 | $7.01M | Buy |
41,127
+155
| +0.4% | +$26.4K | 1.21% | 24 |
|
2024
Q4 | $6.87M | Sell |
40,972
-230
| -0.6% | -$38.6K | 1.13% | 25 |
|
2024
Q3 | $7.14M | Hold |
41,202
| – | – | 1.16% | 25 |
|
2024
Q2 | $6.8M | Hold |
41,202
| – | – | 1.11% | 25 |
|
2024
Q1 | $6.69M | Sell |
41,202
-59
| -0.1% | -$9.57K | 1.16% | 25 |
|
2023
Q4 | $6.05M | Hold |
41,261
| – | – | 1.2% | 25 |
|
2023
Q3 | $6.02M | Hold |
41,261
| – | – | 1.3% | 26 |
|
2023
Q2 | $6.26M | Hold |
41,261
| – | – | 1.31% | 27 |
|
2023
Q1 | $6.14M | Sell |
41,261
-61
| -0.1% | -$9.07K | 1.38% | 27 |
|
2022
Q4 | $6.26M | Sell |
41,322
-96
| -0.2% | -$14.6K | 1.47% | 29 |
|
2022
Q3 | $5.23M | Sell |
41,418
-233
| -0.6% | -$29.4K | 1.33% | 29 |
|
2022
Q2 | $5.99M | Hold |
41,651
| – | – | 1.44% | 29 |
|
2022
Q1 | $6.36M | Hold |
41,651
| – | – | 1.3% | 29 |
|
2021
Q4 | $6.81M | Hold |
41,651
| – | – | 1.33% | 28 |
|
2021
Q3 | $5.82M | Buy |
41,651
+11
| +0% | +$1.54K | 1.75% | 23 |
|
2021
Q2 | $5.62M | Hold |
41,640
| – | – | 1.19% | 32 |
|
2021
Q1 | $5.64M | Hold |
41,640
| – | – | 1.33% | 30 |
|
2020
Q4 | $5.79M | Buy |
41,640
+271
| +0.7% | +$37.7K | 1.5% | 29 |
|
2020
Q3 | $5.75M | Hold |
41,369
| – | – | 1.65% | 26 |
|
2020
Q2 | $4.95M | Sell |
41,369
-73
| -0.2% | -$8.73K | 1.56% | 28 |
|
2020
Q1 | $4.56M | Buy |
41,442
+30
| +0.1% | +$3.3K | 1.73% | 25 |
|
2019
Q4 | $5.17M | Sell |
41,412
-18
| -0% | -$2.25K | 1.5% | 28 |
|
2019
Q3 | $5.15M | Buy |
+41,430
| New | +$5.15M | 1.65% | 26 |
|
2019
Q1 | $4.38M | Hold |
42,050
| – | – | 1.42% | 32 |
|
2018
Q4 | $3.87M | Buy |
+42,050
| New | +$3.87M | 1.39% | 31 |
|
2018
Q2 | $3.28M | Sell |
42,050
-129
| -0.3% | -$10.1K | 1.01% | 41 |
|
2018
Q1 | $3.34M | Sell |
42,179
-90
| -0.2% | -$7.14K | 1.03% | 41 |
|
2017
Q4 | $3.88M | Sell |
42,269
-717
| -2% | -$65.9K | 1.18% | 37 |
|
2017
Q3 | $3.91M | Buy |
42,986
+76
| +0.2% | +$6.92K | 1.24% | 35 |
|
2017
Q2 | $3.74M | Sell |
42,910
-173
| -0.4% | -$15.1K | 1.24% | 36 |
|
2017
Q1 | $3.87M | Sell |
43,083
-2,739
| -6% | -$246K | 1.28% | 36 |
|
2016
Q4 | $3.85M | Hold |
45,822
| – | – | 1.32% | 35 |
|
2016
Q3 | $4.11M | Buy |
45,822
+1,429
| +3% | +$128K | 1.46% | 30 |
|
2016
Q2 | $3.76M | Sell |
44,393
-999
| -2% | -$84.6K | 1.32% | 33 |
|
2016
Q1 | $3.74M | Sell |
45,392
-264
| -0.6% | -$21.7K | 1.35% | 32 |
|
2015
Q4 | $3.63M | Buy |
+45,656
| New | +$3.63M | 1.26% | 32 |
|
2015
Q2 | $3.65M | Sell |
46,656
-1,430
| -3% | -$112K | 1.23% | 35 |
|
2015
Q1 | $3.94M | Sell |
48,086
-240
| -0.5% | -$19.7K | 1.34% | 31 |
|
2014
Q4 | $4.4M | Buy |
48,326
+10,198
| +27% | +$929K | 1.53% | 28 |
|
2014
Q3 | $3.19M | Sell |
38,128
-319
| -0.8% | -$26.7K | 1.16% | 36 |
|
2014
Q2 | $3.02M | Hold |
38,447
| – | – | 1.03% | 43 |
|
2014
Q1 | $3.1M | Hold |
38,447
| – | – | 1.09% | 40 |
|
2013
Q4 | $3.13M | Hold |
38,447
| – | – | 1.12% | 39 |
|
2013
Q3 | $2.91M | Hold |
38,447
| – | – | 1.13% | 38 |
|
2013
Q2 | $2.96M | Buy |
+38,447
| New | +$2.96M | 1.23% | 39 |
|