Kohmann Bosshard Financial Services’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 | $456K | Sell |
2,860
-33
| -1% | -$5.26K | 0.05% | 122 |
|
2025
Q1 | $493K | Sell |
2,893
-17
| -0.6% | -$2.9K | 0.06% | 121 |
|
2024
Q4 | $488K | Buy |
2,910
+13
| +0.4% | +$2.18K | 0.06% | 113 |
|
2024
Q3 | $502K | Buy |
2,897
+45
| +2% | +$7.8K | 0.06% | 113 |
|
2024
Q2 | $470K | Buy |
2,852
+50
| +2% | +$8.25K | 0.06% | 111 |
|
2024
Q1 | $455K | Buy |
2,802
+250
| +10% | +$40.6K | 0.06% | 116 |
|
2023
Q4 | $374K | Sell |
2,552
-114
| -4% | -$16.7K | 0.06% | 127 |
|
2023
Q3 | $389K | Sell |
2,666
-8
| -0.3% | -$1.17K | 0.07% | 113 |
|
2023
Q2 | $406K | Buy |
2,674
+671
| +33% | +$102K | 0.07% | 112 |
|
2023
Q1 | $298K | Buy |
2,003
+112
| +6% | +$16.7K | 0.06% | 120 |
|
2022
Q4 | $287K | Buy |
1,891
+108
| +6% | +$16.4K | 0.06% | 116 |
|
2022
Q3 | $225K | Hold |
1,783
| – | – | 0.05% | 116 |
|
2022
Q2 | $256K | Sell |
1,783
-396
| -18% | -$56.9K | 0.06% | 112 |
|
2022
Q1 | $333K | Buy |
2,179
+52
| +2% | +$7.95K | 0.07% | 97 |
|
2021
Q4 | $348K | Buy |
2,127
+247
| +13% | +$40.4K | 0.07% | 84 |
|
2021
Q3 | $263K | Buy |
1,880
+9
| +0.5% | +$1.26K | 0.06% | 93 |
|
2021
Q2 | $252K | Hold |
1,871
| – | – | 0.06% | 94 |
|
2021
Q1 | $253K | Sell |
1,871
-827
| -31% | -$112K | 0.07% | 88 |
|
2020
Q4 | $264K | Buy |
2,698
+827
| +44% | +$80.9K | 0.08% | 85 |
|
2020
Q3 | $260K | Buy |
1,871
+257
| +16% | +$35.7K | 0.09% | 83 |
|
2020
Q2 | $194K | Hold |
1,614
| – | – | 0.07% | 92 |
|
2020
Q1 | $178K | Buy |
1,614
+604
| +60% | +$66.6K | 0.08% | 86 |
|
2019
Q4 | $126K | Hold |
1,010
| – | – | 0.05% | 101 |
|
2019
Q3 | $126K | Sell |
1,010
-375
| -27% | -$46.8K | 0.05% | 99 |
|
2019
Q2 | $152K | Sell |
1,385
-95
| -6% | -$10.4K | 0.06% | 90 |
|
2019
Q1 | $154K | Hold |
1,480
| – | – | 0.07% | 84 |
|
2018
Q4 | $136K | Hold |
1,480
| – | – | 0.07% | 86 |
|
2018
Q3 | $123K | Hold |
1,480
| – | – | 0.06% | 86 |
|
2018
Q2 | $116K | Hold |
1,480
| – | – | 0.07% | 88 |
|
2018
Q1 | $117K | Hold |
1,480
| – | – | 0.07% | 83 |
|
2017
Q4 | $136K | Buy |
1,480
+110
| +8% | +$10.1K | 0.09% | 75 |
|
2017
Q3 | $125K | Buy |
+1,370
| New | +$125K | 0.09% | 75 |
|
2017
Q1 | $144K | Buy |
+1,603
| New | +$144K | 0.12% | 69 |
|