Kelly Financial Services’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 | $289K | Buy |
1,817
+90
| +5% | +$14.3K | 0.09% | 92 |
|
2025
Q1 | $294K | Buy |
1,727
+138
| +9% | +$23.5K | 0.1% | 84 |
|
2024
Q4 | $266K | Buy |
1,589
+89
| +6% | +$14.9K | 0.1% | 93 |
|
2024
Q3 | $260K | Buy |
1,500
+243
| +19% | +$42.1K | 0.1% | 98 |
|
2024
Q2 | $207K | Buy |
1,257
+134
| +12% | +$22.1K | 0.07% | 106 |
|
2024
Q1 | $182K | Sell |
1,123
-93
| -8% | -$15.1K | 0.07% | 111 |
|
2023
Q4 | $178K | Sell |
1,216
-250
| -17% | -$36.7K | 0.07% | 103 |
|
2023
Q3 | $214K | Buy |
1,466
+49
| +3% | +$7.15K | 0.1% | 86 |
|
2023
Q2 | $215K | Buy |
1,417
+124
| +10% | +$18.8K | 0.1% | 84 |
|
2023
Q1 | $192K | Buy |
1,293
+53
| +4% | +$7.88K | 0.1% | 83 |
|
2022
Q4 | $188K | Buy |
1,240
+7
| +0.6% | +$1.06K | 0.1% | 87 |
|
2022
Q3 | $156K | Buy |
1,233
+298
| +32% | +$37.6K | 0.09% | 84 |
|
2022
Q2 | $134K | Sell |
935
-33
| -3% | -$4.75K | 0.07% | 95 |
|
2022
Q1 | $148K | Buy |
968
+5
| +0.5% | +$764 | 0.07% | 98 |
|
2021
Q4 | $158K | Buy |
963
+4
| +0.4% | +$654 | 0.07% | 92 |
|
2021
Q3 | $134K | Sell |
959
-126,115
| -99% | -$17.6M | 0.08% | 87 |
|
2021
Q2 | $942K | Buy |
127,074
+126,137
| +13,462% | +$935K | 0.04% | 128 |
|
2021
Q1 | $127K | Buy |
937
+42
| +5% | +$5.69K | 0.08% | 68 |
|
2020
Q4 | $125K | Buy |
895
+4
| +0.4% | +$557 | 0.08% | 59 |
|
2020
Q3 | $124K | Sell |
891
-137
| -13% | -$19K | 0.09% | 47 |
|
2020
Q2 | $123K | Buy |
1,028
+7
| +0.7% | +$837 | 0.1% | 43 |
|
2020
Q1 | $112K | Buy |
1,021
+395
| +63% | +$43.5K | 0.14% | 39 |
|
2019
Q4 | $78.2K | Buy |
626
+53
| +9% | +$6.62K | 0.06% | 61 |
|
2019
Q3 | $71.3K | Buy |
573
+27
| +5% | +$3.36K | 0.06% | 64 |
|
2019
Q2 | $59.9K | Buy |
546
+3
| +0.6% | +$329 | 0.05% | 67 |
|
2019
Q1 | $56.5K | Buy |
+543
| New | +$56.5K | 0.06% | 69 |
|