Joule Financial’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 | $900K | Sell |
5,649
-188
| -3% | -$30K | 0.29% | 43 |
|
|
2025
Q1 | $995K | Sell |
5,837
-8
| -0.1% | -$1.36K | 0.35% | 37 |
|
|
2024
Q4 | $980K | Buy |
5,845
+106
| +2% | +$17.8K | 0.35% | 38 |
|
|
2024
Q3 | $994K | Sell |
5,739
-56
| -1% | -$9.7K | 0.36% | 36 |
|
|
2024
Q2 | $956K | Buy |
5,795
+250
| +5% | +$41.2K | 0.39% | 35 |
|
|
2024
Q1 | $900K | Buy |
5,545
+53
| +1% | +$8.6K | 0.37% | 36 |
|
|
2023
Q4 | $805K | Buy |
5,492
+139
| +3% | +$20.4K | 0.37% | 36 |
|
|
2023
Q3 | $781K | Buy |
5,353
+797
| +17% | +$116K | 0.4% | 35 |
|
|
2023
Q2 | $691K | Buy |
4,556
+45
| +1% | +$6.83K | 0.36% | 39 |
|
|
2023
Q1 | $671K | Buy |
4,511
+314
| +7% | +$46.7K | 0.36% | 36 |
|
|
2022
Q4 | $636K | Buy |
4,197
+125
| +3% | +$18.9K | 0.42% | 36 |
|
|
2022
Q3 | $514K | Buy |
4,072
+418
| +11% | +$52.8K | 0.39% | 45 |
|
|
2022
Q2 | $525K | Buy |
+3,654
| New | +$525K | 0.41% | 41 |
|