Jackson Grant Investment Advisers’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 | $4.59M | Sell |
28,811
-333
| -1% | -$53.1K | 1.69% | 12 |
|
|
2025
Q1 | $4.97M | Sell |
29,144
-445
| -2% | -$75.8K | 1.92% | 11 |
|
|
2024
Q4 | $4.96M | Sell |
29,589
-498
| -2% | -$83.5K | 1.91% | 12 |
|
|
2024
Q3 | $5.21M | Sell |
30,087
-167
| -0.6% | -$28.9K | 1.95% | 10 |
|
|
2024
Q2 | $4.99M | Sell |
30,254
-568
| -2% | -$93.7K | 2.01% | 9 |
|
|
2024
Q1 | $5M | Sell |
30,822
-363
| -1% | -$58.9K | 2.05% | 9 |
|
|
2023
Q4 | $4.57M | Sell |
31,185
-270
| -0.9% | -$39.6K | 2.02% | 10 |
|
|
2023
Q3 | $4.59M | Sell |
31,455
-277
| -0.9% | -$40.4K | 2.21% | 10 |
|
|
2023
Q2 | $4.81M | Sell |
31,732
-502
| -2% | -$76.2K | 2.23% | 9 |
|
|
2023
Q1 | $4.79M | Sell |
32,234
-57
| -0.2% | -$8.48K | 2.25% | 11 |
|
|
2022
Q4 | $4.89M | Sell |
32,291
-631
| -2% | -$95.6K | 2.36% | 7 |
|
|
2022
Q3 | $4.16M | Sell |
32,922
-52
| -0.2% | -$6.56K | 2.17% | 11 |
|
|
2022
Q2 | $4.74M | Sell |
32,974
-1,051
| -3% | -$151K | 2.35% | 10 |
|
|
2022
Q1 | $5.2M | Buy |
34,025
+33
| +0.1% | +$5.04K | 2.19% | 11 |
|
|
2021
Q4 | $5.56M | Sell |
33,992
-204
| -0.6% | -$33.4K | 2.83% | 8 |
|
|
2021
Q3 | $4.78M | Sell |
34,196
-265
| -0.8% | -$37.1K | 2.13% | 10 |
|
|
2021
Q2 | $4.65M | Sell |
34,461
-179
| -0.5% | -$24.2K | 2.04% | 10 |
|
|
2021
Q1 | $4.69M | Buy |
34,640
+24
| +0.1% | +$3.25K | 2.16% | 10 |
|
|
2020
Q4 | $4.82M | Sell |
34,616
-166
| -0.5% | -$23.1K | 2.46% | 9 |
|
|
2020
Q3 | $4.83M | Sell |
34,782
-810
| -2% | -$113K | 2.91% | 8 |
|
|
2020
Q2 | $4.26M | Sell |
35,592
-603
| -2% | -$72.1K | 2.71% | 9 |
|
|
2020
Q1 | $3.98M | Sell |
36,195
-818
| -2% | -$90K | 2.94% | 10 |
|
|
2019
Q4 | $4.62M | Sell |
37,013
-689
| -2% | -$86.1K | 2.5% | 11 |
|
|
2019
Q3 | $4.69M | Sell |
37,702
-552
| -1% | -$68.7K | 2.66% | 11 |
|
|
2019
Q2 | $4.2M | Buy |
38,254
+22
| +0.1% | +$2.41K | 2.44% | 11 |
|
|
2019
Q1 | $3.98M | Buy |
38,232
+30,283
| +381% | +$3.15M | 2.39% | 11 |
|
|
2018
Q4 | $731K | Sell |
7,949
-147
| -2% | -$13.5K | 0.51% | 34 |
|
|
2018
Q3 | $674K | Buy |
8,096
+488
| +6% | +$40.6K | 0.42% | 38 |
|
|
2018
Q2 | $594K | Sell |
7,608
-421
| -5% | -$32.9K | 0.41% | 36 |
|
|
2018
Q1 | $637K | Sell |
8,029
-345
| -4% | -$27.4K | 0.45% | 35 |
|
|
2017
Q4 | $769K | Sell |
8,374
-467
| -5% | -$42.9K | 0.52% | 32 |
|
|
2017
Q3 | $804K | Buy |
8,841
+1,188
| +16% | +$108K | 0.58% | 29 |
|
|
2017
Q2 | $667K | Buy |
7,653
+57
| +0.8% | +$4.97K | 0.52% | 31 |
|
|
2017
Q1 | $683K | Sell |
7,596
-2,276
| -23% | -$205K | 0.55% | 30 |
|
|
2016
Q4 | $830K | Sell |
9,872
-116
| -1% | -$9.75K | 0.71% | 27 |
|
|
2016
Q3 | $896K | Buy |
9,988
+74
| +0.7% | +$6.64K | 0.74% | 25 |
|
|
2016
Q2 | $839K | Buy |
9,914
+170
| +2% | +$14.4K | 0.74% | 24 |
|
|
2016
Q1 | $802K | Buy |
9,744
+409
| +4% | +$33.7K | 0.73% | 26 |
|
|
2015
Q4 | $741K | Buy |
+9,335
| New | +$741K | 0.71% | 27 |
|