KCFA
Key Client Fiduciary Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
3,902
-176
| -4% | -$28K | 0.25% | 87 |
|
|
2025
Q1 | $695K | Sell |
4,078
-68
| -2% | -$11.6K | 0.32% | 71 |
|
|
2024
Q4 | $695K | Buy |
4,146
+13
| +0.3% | +$2.18K | 0.31% | 78 |
|
|
2024
Q3 | $716K | Buy |
4,133
+1,124
| +37% | +$195K | 0.32% | 70 |
|
|
2024
Q2 | $496K | Buy |
3,009
+7
| +0.2% | +$1.15K | 0.25% | 90 |
|
|
2024
Q1 | $487K | Sell |
3,002
-497
| -14% | -$80.6K | 0.26% | 97 |
|
|
2023
Q4 | $513K | Sell |
3,499
-119
| -3% | -$17.4K | 0.3% | 84 |
|
|
2023
Q3 | $528K | Buy |
3,618
+55
| +2% | +$8.02K | 0.32% | 75 |
|
|
2023
Q2 | $541K | Buy |
3,563
+76
| +2% | +$11.5K | 0.31% | 71 |
|
|
2023
Q1 | $518K | Buy |
3,487
+132
| +4% | +$19.6K | 0.32% | 70 |
|
|
2022
Q4 | $509K | Buy |
3,355
+1,565
| +87% | +$237K | 0.34% | 64 |
|
|
2022
Q3 | $226K | Buy |
1,790
+132
| +8% | +$16.7K | 0.2% | 91 |
|
|
2022
Q2 | $238K | Buy |
1,658
+53
| +3% | +$7.61K | 0.23% | 93 |
|
|
2022
Q1 | $245K | Buy |
1,605
+280
| +21% | +$42.7K | 0.19% | 101 |
|
|
2021
Q4 | $217K | Buy |
+1,325
| New | +$217K | 0.18% | 111 |
|