KFP
Keystone Financial Planning’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
9,021
| – | – | 0.43% | 29 |
|
|
2025
Q1 | $1.54M | Hold |
9,021
| – | – | 0.46% | 31 |
|
|
2024
Q4 | $1.51M | Hold |
9,021
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $1.56M | Hold |
9,021
| – | – | 0.47% | 31 |
|
|
2024
Q2 | $1.49M | Hold |
9,021
| – | – | 0.49% | 31 |
|
|
2024
Q1 | $1.46M | Hold |
9,021
| – | – | 0.47% | 34 |
|
|
2023
Q4 | $1.32M | Buy |
9,021
+161
| +2% | +$23.6K | 0.44% | 34 |
|
|
2023
Q3 | $1.29M | Hold |
8,860
| – | – | 0.45% | 34 |
|
|
2023
Q2 | $1.34M | Buy |
8,860
+1,075
| +14% | +$163K | 0.45% | 34 |
|
|
2023
Q1 | $1.16M | Hold |
7,785
| – | – | 0.39% | 35 |
|
|
2022
Q4 | $1.18M | Hold |
7,785
| – | – | 0.4% | 34 |
|
|
2022
Q3 | $983K | Hold |
7,785
| – | – | 0.38% | 35 |
|
|
2022
Q2 | $1.12M | Hold |
7,785
| – | – | 0.39% | 36 |
|
|
2022
Q1 | $1.19M | Hold |
7,785
| – | – | 0.4% | 35 |
|
|
2021
Q4 | $1.27M | Hold |
7,785
| – | – | 0.43% | 35 |
|
|
2021
Q3 | $1.09M | Hold |
7,785
| – | – | 0.4% | 32 |
|
|
2021
Q2 | $1.05M | Hold |
7,785
| – | – | 0.38% | 31 |
|
|
2021
Q1 | $1.05M | Hold |
7,785
| – | – | 0.39% | 31 |
|
|
2020
Q4 | $1.08M | Buy |
+7,785
| New | +$1.08M | 0.45% | 30 |
|
|
2019
Q3 | – | Sell |
-13,818
| Closed | -$1.52M | – | 47 |
|
|
2019
Q2 | $1.52M | Sell |
13,818
-67,371
| -83% | -$7.39M | 0.74% | 38 |
|
|
2019
Q1 | $8.45M | Sell |
81,189
-2,601
| -3% | -$271K | 4.17% | 3 |
|
|
2018
Q4 | $7.7M | Buy |
83,790
+1,668
| +2% | +$153K | 4.3% | 4 |
|
|
2018
Q3 | $6.84M | Buy |
82,122
+642
| +0.8% | +$53.4K | 3.49% | 11 |
|
|
2018
Q2 | $6.36M | Buy |
81,480
+2,392
| +3% | +$187K | 3.5% | 12 |
|
|
2018
Q1 | $6.27M | Buy |
79,088
+5,641
| +8% | +$447K | 3.49% | 10 |
|
|
2017
Q4 | $6.75M | Buy |
73,447
+1,421
| +2% | +$131K | 3.6% | 9 |
|
|
2017
Q3 | $6.55M | Buy |
72,026
+14,734
| +26% | +$1.34M | 3.72% | 9 |
|
|
2017
Q2 | $4.99M | Buy |
57,292
+35,490
| +163% | +$3.09M | 3.02% | 16 |
|
|
2017
Q1 | $1.96M | Buy |
21,802
+7
| +0% | +$629 | 1.22% | 30 |
|
|
2016
Q4 | $1.83M | Sell |
21,795
-15,675
| -42% | -$1.32M | 1.2% | 30 |
|
|
2016
Q3 | $3.36M | Sell |
37,470
-257
| -0.7% | -$23.1K | 2.21% | 26 |
|
|
2016
Q2 | $3.19M | Buy |
37,727
+402
| +1% | +$34K | 2.16% | 24 |
|
|
2016
Q1 | $3.07M | Sell |
37,325
-37,383
| -50% | -$3.08M | 2.2% | 27 |
|
|
2015
Q4 | $5.93M | Buy |
74,708
+1,196
| +2% | +$95K | 4.49% | 1 |
|
|
2015
Q3 | $5.29M | Buy |
73,512
+2,287
| +3% | +$165K | 4.27% | 2 |
|
|
2015
Q2 | $5.57M | Buy |
71,225
+373
| +0.5% | +$29.2K | 4.27% | 2 |
|
|
2015
Q1 | $5.81M | Buy |
70,852
+150
| +0.2% | +$12.3K | 4.41% | 2 |
|
|
2014
Q4 | $6.44M | Sell |
70,702
-158
| -0.2% | -$14.4K | 4.75% | 2 |
|
|
2014
Q3 | $5.93M | Buy |
70,860
+626
| +0.9% | +$52.4K | 4.48% | 2 |
|
|
2014
Q2 | $5.52M | Buy |
70,234
+1,344
| +2% | +$106K | 4.16% | 3 |
|
|
2014
Q1 | $5.55M | Buy |
68,890
+5,000
| +8% | +$403K | 4.3% | 2 |
|
|
2013
Q4 | $5.2M | Buy |
+63,890
| New | +$5.2M | 4.16% | 2 |
|