Key Financial Inc’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 | $2.76M | Sell |
17,352
-364
| -2% | -$58K | 0.56% | 39 |
|
|
2025
Q1 | $3.02M | Sell |
17,716
-275
| -2% | -$46.9K | 0.66% | 34 |
|
|
2024
Q4 | $3.02M | Sell |
17,991
-2,390
| -12% | -$401K | 0.69% | 32 |
|
|
2024
Q3 | $3.53M | Sell |
20,381
-607
| -3% | -$105K | 0.78% | 29 |
|
|
2024
Q2 | $3.46M | Buy |
20,988
+113
| +0.5% | +$18.6K | 0.83% | 29 |
|
|
2024
Q1 | $3.39M | Sell |
20,875
-156
| -0.7% | -$25.3K | 0.86% | 28 |
|
|
2023
Q4 | $3.08M | Sell |
21,031
-68
| -0.3% | -$9.97K | 0.84% | 25 |
|
|
2023
Q3 | $3.08M | Sell |
21,099
-89
| -0.4% | -$13K | 1.04% | 19 |
|
|
2023
Q2 | $3.22M | Sell |
21,188
-407
| -2% | -$61.8K | 1.07% | 19 |
|
|
2023
Q1 | $3.21M | Buy |
21,595
+267
| +1% | +$39.7K | 1.17% | 17 |
|
|
2022
Q4 | $2.69M | Hold |
21,328
| – | – | 1.27% | 16 |
|
|
2022
Q3 | $2.69M | Buy |
21,328
+7,045
| +49% | +$890K | 1.27% | 16 |
|
|
2022
Q2 | $2.09M | Sell |
14,283
-65
| -0.5% | -$9.5K | 1.13% | 15 |
|
|
2022
Q1 | $2.19M | Buy |
14,348
+266
| +2% | +$40.6K | 1.09% | 16 |
|
|
2021
Q4 | $2.3M | Hold |
14,082
| – | – | 1.15% | 18 |
|
|
2021
Q3 | $1.97M | Sell |
14,082
-50
| -0.4% | -$6.99K | 1.11% | 18 |
|
|
2021
Q2 | $2.01M | Buy |
14,132
+346
| +3% | +$49.2K | 1.12% | 16 |
|
|
2021
Q1 | $1.87M | Buy |
13,786
+34
| +0.2% | +$4.61K | 1.23% | 17 |
|
|
2020
Q4 | $1.91M | Buy |
13,752
+39
| +0.3% | +$5.43K | 1.42% | 14 |
|
|
2020
Q3 | $1.91M | Sell |
13,713
-69
| -0.5% | -$9.59K | 1.95% | 11 |
|
|
2020
Q2 | $1.62M | Buy |
13,782
+714
| +5% | +$84K | 1.86% | 13 |
|
|
2020
Q1 | $1.5M | Buy |
13,068
+1,968
| +18% | +$226K | 1.54% | 14 |
|
|
2019
Q4 | $1.39M | Buy |
+11,100
| New | +$1.39M | 1.3% | 16 |
|