JSF 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 | $872K | Buy |
5,473
+10
| +0.2% | +$1.59K | 0.21% | 71 |
|
2025
Q1 | $931K | Sell |
5,463
-5,278
| -49% | -$899K | 0.25% | 65 |
|
2024
Q4 | $1.8M | Buy |
10,741
+96
| +0.9% | +$16.1K | 0.48% | 35 |
|
2024
Q3 | $1.84M | Buy |
10,645
+495
| +5% | +$85.7K | 0.54% | 32 |
|
2024
Q2 | $1.67M | Sell |
10,150
-182
| -2% | -$30K | 0.51% | 33 |
|
2024
Q1 | $1.68M | Buy |
10,332
+4,112
| +66% | +$667K | 0.52% | 30 |
|
2023
Q4 | $912K | Sell |
6,220
-182
| -3% | -$26.7K | 0.32% | 41 |
|
2023
Q3 | $934K | Sell |
6,402
-58
| -0.9% | -$8.46K | 0.36% | 34 |
|
2023
Q2 | $980K | Sell |
6,460
-219
| -3% | -$33.2K | 0.35% | 38 |
|
2023
Q1 | $993K | Sell |
6,679
-45
| -0.7% | -$6.69K | 0.37% | 39 |
|
2022
Q4 | $1.02M | Sell |
6,724
-3,832
| -36% | -$581K | 0.38% | 40 |
|
2022
Q3 | $1.33M | Buy |
10,556
+208
| +2% | +$26.3K | 0.51% | 32 |
|
2022
Q2 | $1.49M | Buy |
10,348
+486
| +5% | +$69.9K | 0.67% | 29 |
|
2022
Q1 | $1.51M | Buy |
9,862
+787
| +9% | +$120K | 0.64% | 28 |
|
2021
Q4 | $1.48M | Buy |
9,075
+282
| +3% | +$46.1K | 0.72% | 20 |
|
2021
Q3 | $1.23M | Buy |
8,793
+2,316
| +36% | +$324K | 0.61% | 23 |
|
2021
Q2 | $874K | Buy |
6,477
+201
| +3% | +$27.1K | 0.52% | 24 |
|
2021
Q1 | $850K | Sell |
6,276
-260
| -4% | -$35.2K | 0.53% | 24 |
|
2020
Q4 | $909K | Buy |
6,536
+1
| +0% | +$139 | 0.64% | 21 |
|
2020
Q3 | $908K | Buy |
6,535
+162
| +3% | +$22.5K | 0.71% | 22 |
|
2020
Q2 | $762K | Sell |
6,373
-600
| -9% | -$71.7K | 0.66% | 20 |
|
2020
Q1 | $767K | Buy |
6,973
+1,713
| +33% | +$188K | 0.78% | 22 |
|
2019
Q4 | $657K | Hold |
5,260
| – | – | 0.65% | 26 |
|
2019
Q3 | $654K | Hold |
5,260
| – | – | 0.71% | 23 |
|
2019
Q2 | $577K | Buy |
5,260
+548
| +12% | +$60.1K | 0.63% | 26 |
|
2019
Q1 | $490K | Sell |
4,712
-40
| -0.8% | -$4.16K | 0.54% | 25 |
|
2018
Q4 | $437K | Buy |
+4,752
| New | +$437K | 0.45% | 30 |
|