KLI
Kelman-Lazarov Inc’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
5,370
+145
| +3% | +$23.1K | 0.14% | 58 |
|
|
2025
Q1 | $891K | Sell |
5,225
-234
| -4% | -$39.9K | 0.16% | 56 |
|
|
2024
Q4 | $915K | Buy |
5,459
+820
| +18% | +$137K | 0.16% | 56 |
|
|
2024
Q3 | $803K | Hold |
4,639
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $765K | Sell |
4,639
-95
| -2% | -$15.7K | 0.14% | 56 |
|
|
2024
Q1 | $768K | Sell |
4,734
-493
| -9% | -$80K | 0.15% | 54 |
|
|
2023
Q4 | $766K | Sell |
5,227
-46
| -0.9% | -$6.74K | 0.17% | 53 |
|
|
2023
Q3 | $769K | Sell |
5,273
-139
| -3% | -$20.3K | 0.18% | 51 |
|
|
2023
Q2 | $821K | Buy |
5,412
+108
| +2% | +$16.4K | 0.2% | 50 |
|
|
2023
Q1 | $789K | Sell |
5,304
-246
| -4% | -$36.6K | 0.2% | 49 |
|
|
2022
Q4 | $841K | Buy |
5,550
+52
| +0.9% | +$7.88K | 0.24% | 45 |
|
|
2022
Q3 | $694K | Buy |
5,498
+306
| +6% | +$38.6K | 0.24% | 37 |
|
|
2022
Q2 | $747K | Sell |
5,192
-497
| -9% | -$71.5K | 0.25% | 34 |
|
|
2022
Q1 | $869K | Hold |
5,689
| – | – | 0.29% | 33 |
|
|
2021
Q4 | $931K | Buy |
5,689
+173
| +3% | +$28.3K | 0.3% | 33 |
|
|
2021
Q3 | $771K | Sell |
5,516
-188
| -3% | -$26.3K | 0.27% | 37 |
|
|
2021
Q2 | $770K | Sell |
5,704
-956
| -14% | -$129K | 0.27% | 36 |
|
|
2021
Q1 | $902K | Hold |
6,660
| – | – | 0.32% | 32 |
|
|
2020
Q4 | $927K | Buy |
6,660
+37
| +0.6% | +$5.15K | 0.36% | 32 |
|
|
2020
Q3 | $921K | Buy |
6,623
+1,159
| +21% | +$161K | 0.42% | 30 |
|
|
2020
Q2 | $653K | Sell |
5,464
-325
| -6% | -$38.8K | 0.3% | 35 |
|
|
2020
Q1 | $637K | Sell |
5,789
-10,291
| -64% | -$1.13M | 0.34% | 36 |
|
|
2019
Q4 | $2.01M | Sell |
16,080
-313
| -2% | -$39.1K | 0.9% | 23 |
|
|
2019
Q3 | $2.04M | Sell |
16,393
-107
| -0.6% | -$13.3K | 1% | 22 |
|
|
2019
Q2 | $1.81M | Sell |
16,500
-3,026
| -15% | -$332K | 0.93% | 24 |
|
|
2019
Q1 | $2.03M | Sell |
19,526
-2,918
| -13% | -$304K | 1.07% | 22 |
|
|
2018
Q4 | $2.06M | Sell |
22,444
-6,039
| -21% | -$555K | 1.28% | 20 |
|
|
2018
Q3 | $2.37M | Sell |
28,483
-2,982
| -9% | -$248K | 1.39% | 19 |
|
|
2018
Q2 | $2.46M | Sell |
31,465
-2,414
| -7% | -$188K | 1.32% | 24 |
|
|
2018
Q1 | $2.69M | Sell |
33,879
-9,548
| -22% | -$757K | 1.44% | 20 |
|
|
2017
Q4 | $3.99M | Buy |
43,427
+9,062
| +26% | +$833K | 2.04% | 11 |
|
|
2017
Q3 | $3.13M | Sell |
34,365
-1,234
| -3% | -$112K | 1.65% | 19 |
|
|
2017
Q2 | $3.1M | Buy |
35,599
+126
| +0.4% | +$11K | 1.7% | 19 |
|
|
2017
Q1 | $3.19M | Sell |
35,473
-789
| -2% | -$70.9K | 2.05% | 16 |
|
|
2016
Q4 | $3.05M | Sell |
36,262
-14,277
| -28% | -$1.2M | 1.72% | 18 |
|
|
2016
Q3 | $4.47M | Sell |
50,539
-751
| -1% | -$66.4K | 2.53% | 8 |
|
|
2016
Q2 | $4.35M | Sell |
51,290
-684
| -1% | -$58K | 2.48% | 7 |
|
|
2016
Q1 | $4.34M | Buy |
+51,974
| New | +$4.34M | 2.54% | 5 |
|