JNBA Financial 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 | $690K | Sell |
4,330
-61
| -1% | -$9.72K | 0.07% | 118 |
|
|
2025
Q1 | $748K | Sell |
4,391
-68
| -2% | -$11.6K | 0.08% | 106 |
|
|
2024
Q4 | $748K | Sell |
4,459
-19
| -0.4% | -$3.19K | 0.08% | 105 |
|
|
2024
Q3 | $776K | Sell |
4,478
-1,051
| -19% | -$182K | 0.08% | 104 |
|
|
2024
Q2 | $912K | Sell |
5,529
-650
| -11% | -$107K | 0.1% | 98 |
|
|
2024
Q1 | $1M | Sell |
6,179
-55
| -0.9% | -$8.92K | 0.11% | 94 |
|
|
2023
Q4 | $913K | Sell |
6,234
-418
| -6% | -$61.3K | 0.1% | 98 |
|
|
2023
Q3 | $970K | Buy |
6,652
+165
| +3% | +$24.1K | 0.12% | 96 |
|
|
2023
Q2 | $984K | Sell |
6,487
-101
| -2% | -$15.3K | 0.12% | 99 |
|
|
2023
Q1 | $980K | Buy |
6,588
+14
| +0.2% | +$2.08K | 0.13% | 96 |
|
|
2022
Q4 | $996K | Sell |
6,574
-1,458
| -18% | -$221K | 0.14% | 95 |
|
|
2022
Q3 | $1.01M | Buy |
8,032
+70
| +0.9% | +$8.84K | 0.16% | 89 |
|
|
2022
Q2 | $1.15M | Sell |
7,962
-319
| -4% | -$45.9K | 0.17% | 82 |
|
|
2022
Q1 | $1.27M | Sell |
8,281
-1,478
| -15% | -$226K | 0.17% | 82 |
|
|
2021
Q4 | $1.6M | Sell |
9,759
-167
| -2% | -$27.3K | 0.19% | 73 |
|
|
2021
Q3 | $1.39M | Buy |
9,926
+35
| +0.4% | +$4.89K | 0.19% | 75 |
|
|
2021
Q2 | $1.34M | Buy |
9,891
+156
| +2% | +$21.1K | 0.18% | 78 |
|
|
2021
Q1 | $1.32M | Buy |
9,735
+120
| +1% | +$16.2K | 0.19% | 75 |
|
|
2020
Q4 | $1.34M | Sell |
9,615
-154
| -2% | -$21.4K | 0.22% | 70 |
|
|
2020
Q3 | $1.36M | Buy |
9,769
+114
| +1% | +$15.8K | 0.27% | 64 |
|
|
2020
Q2 | $1.15M | Buy |
9,655
+1
| +0% | +$120 | 0.25% | 67 |
|
|
2020
Q1 | $1.06M | Buy |
9,654
+434
| +5% | +$47.7K | 0.26% | 63 |
|
|
2019
Q4 | $1.15M | Buy |
9,220
+89
| +1% | +$11.1K | 0.22% | 68 |
|
|
2019
Q3 | $1.14M | Sell |
9,131
-835
| -8% | -$104K | 0.23% | 61 |
|
|
2019
Q2 | $1.09M | Buy |
9,966
+560
| +6% | +$61.4K | 0.22% | 64 |
|
|
2019
Q1 | $979K | Buy |
9,406
+2,151
| +30% | +$224K | 0.21% | 66 |
|
|
2018
Q4 | $667K | Sell |
7,255
-2,127
| -23% | -$196K | 0.15% | 73 |
|
|
2018
Q3 | $781K | Buy |
9,382
+1,596
| +20% | +$133K | 0.35% | 62 |
|
|
2018
Q2 | $608K | Buy |
7,786
+305
| +4% | +$23.8K | 0.13% | 80 |
|
|
2018
Q1 | $593K | Buy |
7,481
+460
| +7% | +$36.5K | 0.13% | 77 |
|
|
2017
Q4 | $645K | Sell |
7,021
-55
| -0.8% | -$5.05K | 0.14% | 72 |
|
|
2017
Q3 | $644K | Hold |
7,076
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $617K | Hold |
7,076
| – | – | 0.14% | 65 |
|
|
2017
Q1 | $636K | Buy |
7,076
+285
| +4% | +$25.6K | 0.15% | 64 |
|
|
2016
Q4 | $571K | Sell |
6,791
-13,499
| -67% | -$1.14M | 0.14% | 67 |
|
|
2016
Q3 | $1.82M | Buy |
20,290
+13,600
| +203% | +$1.22M | 0.27% | 33 |
|
|
2016
Q2 | $566K | Sell |
6,690
-250
| -4% | -$21.2K | 0.16% | 59 |
|
|
2016
Q1 | $571K | Sell |
6,940
-124
| -2% | -$10.2K | 0.21% | 58 |
|
|
2015
Q4 | $561K | Buy |
7,064
+850
| +14% | +$67.5K | 0.21% | 56 |
|
|
2015
Q3 | $447K | Buy |
6,214
+925
| +17% | +$66.5K | 0.19% | 52 |
|
|
2015
Q2 | $414K | Hold |
5,289
| – | – | 0.16% | 60 |
|
|
2015
Q1 | $433K | Sell |
5,289
-230
| -4% | -$18.8K | 0.17% | 60 |
|
|
2014
Q4 | $503K | Sell |
5,519
-184
| -3% | -$16.8K | 0.2% | 54 |
|
|
2014
Q3 | $478K | Buy |
5,703
+128
| +2% | +$10.7K | 0.22% | 55 |
|
|
2014
Q2 | $438K | Buy |
5,575
+284
| +5% | +$22.3K | 0.21% | 56 |
|
|
2014
Q1 | $426K | Sell |
5,291
-605
| -10% | -$48.7K | 0.22% | 54 |
|
|
2013
Q4 | $480K | Buy |
5,896
+41
| +0.7% | +$3.34K | 0.26% | 49 |
|
|
2013
Q3 | $443K | Buy |
5,855
+205
| +4% | +$15.5K | 0.28% | 53 |
|
|
2013
Q2 | $435K | Buy |
+5,650
| New | +$435K | 0.3% | 52 |
|