Jacobsen Capital Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Sell
2025
Q2
$805K Buy
2025
Q1
$801K Buy
2024
Q4
$776K Sell
2024
Q3
$802K Buy
2024
Q2
$759K Buy
2024
Q1
$696K Sell
2023
Q4
$629K Buy
2023
Q3
$614K Buy
2023
Q2
$637K Buy
2023
Q1
$567K Buy