KFA Private Wealth Group’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 | $650K | Sell |
4,078
-170
| -4% | -$27.1K | 0.2% | 61 |
|
|
2025
Q1 | $724K | Buy |
4,248
+1,991
| +88% | +$339K | 0.25% | 47 |
|
|
2024
Q4 | $378K | Buy |
2,257
+720
| +47% | +$121K | 0.16% | 60 |
|
|
2024
Q3 | $266K | Sell |
1,537
-541
| -26% | -$93.7K | 0.13% | 70 |
|
|
2024
Q2 | $343K | Sell |
2,078
-1,037
| -33% | -$171K | 0.18% | 58 |
|
|
2024
Q1 | $505K | Buy |
3,115
+111
| +4% | +$18K | 0.16% | 59 |
|
|
2023
Q4 | $440K | Sell |
3,004
-50
| -2% | -$7.33K | 0.16% | 57 |
|
|
2023
Q3 | $445K | Buy |
3,054
+67
| +2% | +$9.77K | 0.19% | 48 |
|
|
2023
Q2 | $453K | Sell |
2,987
-166
| -5% | -$25.2K | 0.19% | 46 |
|
|
2023
Q1 | $469K | Buy |
3,153
+978
| +45% | +$145K | 0.21% | 45 |
|
|
2022
Q4 | $330K | Buy |
2,175
+5
| +0.2% | +$758 | 0.17% | 47 |
|
|
2022
Q3 | $274K | Buy |
2,170
+2
| +0.1% | +$253 | 0.15% | 53 |
|
|
2022
Q2 | $312K | Buy |
2,168
+3
| +0.1% | +$432 | 0.17% | 51 |
|
|
2022
Q1 | $331K | Buy |
2,165
+228
| +12% | +$34.9K | 0.17% | 54 |
|
|
2021
Q4 | $317K | Buy |
1,937
+2
| +0.1% | +$327 | 0.16% | 56 |
|
|
2021
Q3 | $270K | Buy |
1,935
+3
| +0.2% | +$419 | 0.15% | 63 |
|
|
2021
Q2 | $261K | Hold |
1,932
| – | – | 0.14% | 62 |
|
|
2021
Q1 | $262K | Buy |
1,932
+303
| +19% | +$41.1K | 0.15% | 65 |
|
|
2020
Q4 | $227K | Sell |
1,629
-149
| -8% | -$20.8K | 0.14% | 64 |
|
|
2020
Q3 | $247K | Buy |
1,778
+72
| +4% | +$10K | 0.19% | 52 |
|
|
2020
Q2 | $204K | Buy |
+1,706
| New | +$204K | 0.2% | 49 |
|
|
2020
Q1 | – | Sell |
-2,058
| Closed | -$257K | – | 56 |
|
|
2019
Q4 | $257K | Buy |
+2,058
| New | +$257K | 0.24% | 44 |
|