JIC
Joel Isaacson & Co’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
68,216
+1,229
| +2% | +$196K | 0.44% | 34 |
|
|
2025
Q1 | $11.4M | Sell |
66,987
-184
| -0.3% | -$31.4K | 0.52% | 29 |
|
|
2024
Q4 | $11.3M | Hold |
67,171
| – | – | 0.51% | 29 |
|
|
2024
Q3 | $11.6M | Sell |
67,171
-14
| -0% | -$2.43K | 0.55% | 23 |
|
|
2024
Q2 | $11.1M | Sell |
67,185
-237
| -0.4% | -$39.1K | 0.58% | 22 |
|
|
2024
Q1 | $10.9M | Buy |
67,422
+1,753
| +3% | +$284K | 0.6% | 23 |
|
|
2023
Q4 | $9.62M | Buy |
65,669
+534
| +0.8% | +$78.3K | 0.59% | 23 |
|
|
2023
Q3 | $9.5M | Buy |
65,135
+1,025
| +2% | +$150K | 0.65% | 23 |
|
|
2023
Q2 | $9.73M | Buy |
64,110
+1,691
| +3% | +$257K | 0.65% | 23 |
|
|
2023
Q1 | $9.28M | Buy |
62,419
+1,856
| +3% | +$276K | 0.67% | 22 |
|
|
2022
Q4 | $9.18M | Sell |
60,563
-1,289
| -2% | -$195K | 0.71% | 20 |
|
|
2022
Q3 | $7.81M | Buy |
61,852
+680
| +1% | +$85.9K | 0.67% | 21 |
|
|
2022
Q2 | $8.8M | Buy |
61,172
+194
| +0.3% | +$27.9K | 0.74% | 20 |
|
|
2022
Q1 | $9.58M | Buy |
60,978
+1,907
| +3% | +$300K | 0.7% | 23 |
|
|
2021
Q4 | $9.66M | Buy |
59,071
+1,671
| +3% | +$273K | 0.66% | 23 |
|
|
2021
Q3 | $8.03M | Sell |
57,400
-894
| -2% | -$125K | 0.61% | 24 |
|
|
2021
Q2 | $7.87M | Buy |
58,294
+443
| +0.8% | +$59.8K | 0.61% | 24 |
|
|
2021
Q1 | $7.84M | Buy |
57,851
+2,156
| +4% | +$292K | 0.69% | 23 |
|
|
2020
Q4 | $7.75M | Sell |
55,695
-4
| -0% | -$557 | 0.76% | 22 |
|
|
2020
Q3 | $7.74M | Buy |
55,699
+103
| +0.2% | +$14.3K | 1.01% | 17 |
|
|
2020
Q2 | $6.65M | Sell |
55,596
-98
| -0.2% | -$11.7K | 0.95% | 18 |
|
|
2020
Q1 | $6.13M | Sell |
55,694
-599
| -1% | -$65.9K | 1.07% | 15 |
|
|
2019
Q4 | $7.03M | Buy |
56,293
+1,109
| +2% | +$139K | 0.92% | 13 |
|
|
2019
Q3 | $6.86M | Buy |
55,184
+9
| +0% | +$1.12K | 0.98% | 13 |
|
|
2019
Q2 | $6.05M | Sell |
55,175
-933
| -2% | -$102K | 0.88% | 14 |
|
|
2019
Q1 | $5.84M | Sell |
56,108
-2,437
| -4% | -$254K | 0.85% | 15 |
|
|
2018
Q4 | $5.37M | Buy |
58,545
+4,042
| +7% | +$371K | 0.85% | 14 |
|
|
2018
Q3 | $4.54M | Buy |
54,503
+110
| +0.2% | +$9.16K | 0.71% | 19 |
|
|
2018
Q2 | $4.25M | Sell |
54,393
-2,058
| -4% | -$161K | 0.71% | 17 |
|
|
2018
Q1 | $4.48M | Buy |
56,451
+32
| +0.1% | +$2.54K | 0.78% | 15 |
|
|
2017
Q4 | $5.18M | Sell |
56,419
-675
| -1% | -$62K | 0.9% | 14 |
|
|
2017
Q3 | $5.19M | Sell |
57,094
-934
| -2% | -$85K | 0.95% | 13 |
|
|
2017
Q2 | $5.06M | Buy |
58,028
+59
| +0.1% | +$5.14K | 0.96% | 13 |
|
|
2017
Q1 | $5.21M | Sell |
57,969
-68
| -0.1% | -$6.11K | 1.02% | 13 |
|
|
2016
Q4 | $4.88M | Buy |
58,037
+398
| +0.7% | +$33.5K | 0.98% | 13 |
|
|
2016
Q3 | $5.17M | Sell |
57,639
-167
| -0.3% | -$15K | 1.06% | 12 |
|
|
2016
Q2 | $4.89M | Buy |
57,806
+481
| +0.8% | +$40.7K | 1.04% | 14 |
|
|
2016
Q1 | $4.72M | Buy |
57,325
+180
| +0.3% | +$14.8K | 1.04% | 12 |
|
|
2015
Q4 | $4.54M | Sell |
57,145
-1,042
| -2% | -$82.7K | 1.11% | 11 |
|
|
2015
Q3 | $4.19M | Buy |
58,187
+2,138
| +4% | +$154K | 1.12% | 11 |
|
|
2015
Q2 | $4.39M | Sell |
56,049
-417
| -0.7% | -$32.6K | 1.12% | 11 |
|
|
2015
Q1 | $4.63M | Buy |
56,466
+2,159
| +4% | +$177K | 1.17% | 11 |
|
|
2014
Q4 | $4.95M | Buy |
54,307
+5,679
| +12% | +$517K | 1.33% | 11 |
|
|
2014
Q3 | $4.07M | Buy |
48,628
+594
| +1% | +$49.7K | 1.24% | 10 |
|
|
2014
Q2 | $3.78M | Buy |
48,034
+588
| +1% | +$46.2K | 1.18% | 12 |
|
|
2014
Q1 | $3.82M | Buy |
47,446
+665
| +1% | +$53.6K | 1.28% | 11 |
|
|
2013
Q4 | $3.81M | Buy |
46,781
+1,794
| +4% | +$146K | 1.38% | 11 |
|
|
2013
Q3 | $3.4M | Sell |
44,987
-1,557
| -3% | -$118K | 1.39% | 9 |
|
|
2013
Q2 | $3.58M | Buy |
+46,544
| New | +$3.58M | 1.69% | 6 |
|