Jacobsen Capital Management’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 | $805K | Buy |
5,053
+354
| +8% | +$56.4K | 0.3% | 34 |
|
|
2025
Q1 | $801K | Buy |
4,699
+72
| +2% | +$12.3K | 0.35% | 30 |
|
|
2024
Q4 | $776K | Sell |
4,627
-3
| -0.1% | -$503 | 0.33% | 31 |
|
|
2024
Q3 | $802K | Buy |
4,630
+29
| +0.6% | +$5.02K | 0.34% | 30 |
|
|
2024
Q2 | $759K | Buy |
4,601
+314
| +7% | +$51.8K | 0.34% | 31 |
|
|
2024
Q1 | $696K | Sell |
4,287
-8
| -0.2% | -$1.3K | 0.32% | 29 |
|
|
2023
Q4 | $629K | Buy |
4,295
+86
| +2% | +$12.6K | 0.32% | 30 |
|
|
2023
Q3 | $614K | Buy |
4,209
+13
| +0.3% | +$1.9K | 0.33% | 30 |
|
|
2023
Q2 | $637K | Buy |
4,196
+386
| +10% | +$58.6K | 0.33% | 32 |
|
|
2023
Q1 | $567K | Buy |
+3,810
| New | +$567K | 0.3% | 36 |
|