Laidlaw Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,217
| Closed | -$539K | – | 126 |
|
|
2024
Q4 | $539K | Buy |
3,217
+671
| +26% | +$112K | 0.23% | 101 |
|
|
2024
Q3 | $441K | Sell |
2,546
-591
| -19% | -$102K | 0.22% | 117 |
|
|
2024
Q2 | $517K | Sell |
3,137
-741
| -19% | -$122K | 0.28% | 98 |
|
|
2024
Q1 | $629K | Sell |
3,878
-8,160
| -68% | -$1.32M | 0.35% | 88 |
|
|
2023
Q4 | $1.76M | Sell |
12,038
-4,073
| -25% | -$597K | 0.64% | 35 |
|
|
2023
Q3 | $2.35M | Sell |
16,111
-6,848
| -30% | -$999K | 0.78% | 32 |
|
|
2023
Q2 | $3.48M | Sell |
22,959
-28
| -0.1% | -$4.25K | 0.68% | 35 |
|
|
2023
Q1 | $3.42M | Buy |
22,987
+299
| +1% | +$44.5K | 0.7% | 31 |
|
|
2022
Q4 | $3.44M | Buy |
22,688
+1,245
| +6% | +$189K | 0.74% | 31 |
|
|
2022
Q3 | $2.71M | Buy |
21,443
+146
| +0.7% | +$18.4K | 0.63% | 39 |
|
|
2022
Q2 | $3.06M | Buy |
21,297
+640
| +3% | +$92K | 0.62% | 38 |
|
|
2022
Q1 | $3.16M | Buy |
20,657
+500
| +2% | +$76.4K | 0.53% | 50 |
|
|
2021
Q4 | $3.3M | Buy |
+20,157
| New | +$3.3M | 0.53% | 50 |
|
|
2021
Q1 | – | Sell |
-17,440
| Closed | -$2.43M | – | 322 |
|
|
2020
Q4 | $2.43M | Buy |
17,440
+6,058
| +53% | +$843K | 0.51% | 54 |
|
|
2020
Q3 | $1.58M | Buy |
11,382
+614
| +6% | +$85.3K | 0.7% | 42 |
|
|
2020
Q2 | $1.29M | Buy |
10,768
+719
| +7% | +$86K | 0.67% | 53 |
|
|
2020
Q1 | $1.11M | Buy |
10,049
+191
| +2% | +$21K | 0.72% | 48 |
|
|
2019
Q4 | $1.23M | Buy |
+9,858
| New | +$1.23M | 0.78% | 44 |
|