Jeppson Wealth 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 | $2.33M | Buy |
14,625
+155
| +1% | +$24.7K | 0.81% | 28 |
|
|
2025
Q1 | $2.47M | Sell |
14,470
-87
| -0.6% | -$14.8K | 0.9% | 23 |
|
|
2024
Q4 | $2.44M | Sell |
14,557
-96
| -0.7% | -$16.1K | 0.89% | 22 |
|
|
2024
Q3 | $2.54M | Sell |
14,653
-275
| -2% | -$47.6K | 0.91% | 20 |
|
|
2024
Q2 | $2.46M | Buy |
14,928
+145
| +1% | +$23.9K | 0.94% | 22 |
|
|
2024
Q1 | $2.4M | Sell |
14,783
-150
| -1% | -$24.3K | 0.93% | 23 |
|
|
2023
Q4 | $2.19M | Buy |
14,933
+35
| +0.2% | +$5.13K | 0.91% | 23 |
|
|
2023
Q3 | $2.17M | Sell |
14,898
-234
| -2% | -$34.1K | 1% | 21 |
|
|
2023
Q2 | $2.3M | Sell |
15,132
-613
| -4% | -$93K | 1% | 20 |
|
|
2023
Q1 | $2.34M | Sell |
15,745
-467
| -3% | -$69.4K | 1.02% | 22 |
|
|
2022
Q4 | $2.46M | Sell |
16,212
-130
| -0.8% | -$19.7K | 1.03% | 20 |
|
|
2022
Q3 | $2.06M | Sell |
16,342
-320
| -2% | -$40.4K | 0.94% | 21 |
|
|
2022
Q2 | $2.4M | Buy |
16,662
+9,390
| +129% | +$1.35M | 1.03% | 19 |
|
|
2022
Q1 | $1.11M | Sell |
7,272
-44
| -0.6% | -$6.72K | 0.52% | 51 |
|
|
2021
Q4 | $1.2M | Sell |
7,316
-202
| -3% | -$33.1K | 0.58% | 42 |
|
|
2021
Q3 | $1.05M | Hold |
7,518
| – | – | 0.55% | 50 |
|
|
2021
Q2 | $1.01M | Buy |
7,518
+200
| +3% | +$27K | 0.55% | 49 |
|
|
2021
Q1 | $991K | Sell |
7,318
-66
| -0.9% | -$8.94K | 0.59% | 46 |
|
|
2020
Q4 | $1.03M | Sell |
7,384
-85
| -1% | -$11.8K | 0.68% | 37 |
|
|
2020
Q3 | $1.04M | Buy |
+7,469
| New | +$1.04M | 0.81% | 27 |
|