KFP
KMG Fiduciary Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
81,242
+1,484
| +2% | +$236K | 0.96% | 22 |
|
|
2025
Q1 | $13.6M | Buy |
79,758
+806
| +1% | +$137K | 1.13% | 18 |
|
|
2024
Q4 | $13.2M | Buy |
78,952
+928
| +1% | +$156K | 1.1% | 20 |
|
|
2024
Q3 | $13.5M | Buy |
78,024
+11,489
| +17% | +$1.99M | 1.17% | 19 |
|
|
2024
Q2 | $11M | Buy |
66,535
+860
| +1% | +$142K | 1.08% | 20 |
|
|
2024
Q1 | $10.7M | Sell |
65,675
-399
| -0.6% | -$64.7K | 1.1% | 22 |
|
|
2023
Q4 | $9.68M | Buy |
66,074
+1,362
| +2% | +$200K | 1.13% | 20 |
|
|
2023
Q3 | $9.44M | Buy |
64,712
+1,324
| +2% | +$193K | 1.25% | 16 |
|
|
2023
Q2 | $9.62M | Buy |
63,388
+3,774
| +6% | +$573K | 1.24% | 17 |
|
|
2023
Q1 | $8.86M | Sell |
59,614
-480
| -0.8% | -$71.4K | 1.27% | 16 |
|
|
2022
Q4 | $9.11M | Buy |
60,094
+912
| +2% | +$138K | 1.5% | 11 |
|
|
2022
Q3 | $7.47M | Sell |
59,182
-4,658
| -7% | -$588K | 1.44% | 13 |
|
|
2022
Q2 | $9.18M | Buy |
63,840
+591
| +0.9% | +$85K | 1.71% | 8 |
|
|
2022
Q1 | $9.66M | Sell |
63,249
-691
| -1% | -$106K | 1.55% | 9 |
|
|
2021
Q4 | $10.5M | Sell |
63,940
-2,182
| -3% | -$357K | 1.62% | 8 |
|
|
2021
Q3 | $9.24M | Sell |
66,122
-4,858
| -7% | -$679K | 1.57% | 11 |
|
|
2021
Q2 | $9.58M | Buy |
70,980
+557
| +0.8% | +$75.2K | 1.69% | 12 |
|
|
2021
Q1 | $9.54M | Buy |
70,423
+3,345
| +5% | +$453K | 1.86% | 10 |
|
|
2020
Q4 | $9.3M | Buy |
67,078
+1,709
| +3% | +$237K | 1.96% | 10 |
|
|
2020
Q3 | $9.09M | Sell |
65,369
-664
| -1% | -$92.3K | 2.26% | 8 |
|
|
2020
Q2 | $7.9M | Buy |
66,033
+1,447
| +2% | +$173K | 2.19% | 8 |
|
|
2020
Q1 | $7.1M | Buy |
64,586
+726
| +1% | +$79.9K | 2.31% | 9 |
|
|
2019
Q4 | $7.98M | Sell |
63,860
-946
| -1% | -$118K | 2.43% | 8 |
|
|
2019
Q3 | $8.06M | Buy |
64,806
+1,223
| +2% | +$152K | 2.74% | 9 |
|
|
2019
Q2 | $6.97M | Buy |
63,583
+550
| +0.9% | +$60.3K | 2.52% | 12 |
|
|
2019
Q1 | $6.56M | Buy |
63,033
+1,245
| +2% | +$130K | 2.49% | 12 |
|
|
2018
Q4 | $5.68M | Buy |
+61,788
| New | +$5.68M | 2.58% | 12 |
|