J.W. Coons 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 | $4.32M | Buy |
27,135
+150
| +0.6% | +$23.9K | 0.98% | 23 |
|
2025
Q1 | $4.6M | Buy |
26,985
+896
| +3% | +$153K | 1.21% | 19 |
|
2024
Q4 | $4.37M | Sell |
26,089
-70
| -0.3% | -$11.7K | 1.12% | 21 |
|
2024
Q3 | $4.53M | Buy |
26,159
+981
| +4% | +$170K | 1.13% | 19 |
|
2024
Q2 | $4.15M | Hold |
25,178
| – | – | 1% | 20 |
|
2024
Q1 | $4.09M | Hold |
25,178
| – | – | 0.92% | 22 |
|
2023
Q4 | $3.69M | Hold |
25,178
| – | – | 1% | 23 |
|
2023
Q3 | $3.67M | Hold |
25,178
| – | – | 1.06% | 20 |
|
2023
Q2 | $3.82M | Hold |
25,178
| – | – | 1.04% | 20 |
|
2023
Q1 | $3.74M | Sell |
25,178
-200
| -0.8% | -$29.7K | 1.08% | 19 |
|
2022
Q4 | $3.85M | Buy |
25,378
+5,553
| +28% | +$842K | 1.15% | 21 |
|
2022
Q3 | $2.5M | Sell |
19,825
-41,698
| -68% | -$5.26M | 0.95% | 32 |
|
2022
Q2 | $8.85M | Buy |
61,523
+1
| +0% | +$144 | 3.13% | 3 |
|
2022
Q1 | $9.4M | Buy |
61,522
+812
| +1% | +$124K | 2.8% | 4 |
|
2021
Q4 | $9.93M | Sell |
60,710
-639
| -1% | -$105K | 3% | 4 |
|
2021
Q3 | $8.58M | Sell |
61,349
-3,999
| -6% | -$559K | 2.94% | 4 |
|
2021
Q2 | $8.82M | Buy |
65,348
+1
| +0% | +$135 | 3.12% | 4 |
|
2021
Q1 | $8.85M | Buy |
65,347
+1
| +0% | +$135 | 3.17% | 4 |
|
2020
Q4 | $9.09M | Sell |
65,346
-349
| -0.5% | -$48.6K | 3.48% | 3 |
|
2020
Q3 | $9.13M | Sell |
65,695
-710
| -1% | -$98.7K | 3.8% | 3 |
|
2020
Q2 | $7.94M | Buy |
66,405
+2
| +0% | +$239 | 3.52% | 4 |
|
2020
Q1 | $7.31M | Buy |
+66,403
| New | +$7.31M | 3.84% | 3 |
|