Lake Street Advisors Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.18M | Buy |
18,940
+493
| +3% | +$82.7K | 0.15% | 92 |
|
|
2024
Q3 | $3.2M | Buy |
18,447
+118
| +0.6% | +$20.4K | 0.15% | 73 |
|
|
2024
Q2 | $3.02M | Buy |
18,329
+402
| +2% | +$66.3K | 0.15% | 92 |
|
|
2024
Q1 | $2.91M | Buy |
17,927
+218
| +1% | +$35.4K | 0.14% | 105 |
|
|
2023
Q4 | $2.6M | Buy |
17,709
+101
| +0.6% | +$14.8K | 0.13% | 112 |
|
|
2023
Q3 | $2.57M | Sell |
17,608
-419
| -2% | -$61.1K | 0.15% | 98 |
|
|
2023
Q2 | $2.74M | Buy |
18,027
+209
| +1% | +$31.7K | 0.15% | 96 |
|
|
2023
Q1 | $2.65M | Buy |
17,818
+901
| +5% | +$134K | 0.16% | 85 |
|
|
2022
Q4 | $2.56M | Sell |
16,917
-1,064
| -6% | -$161K | 0.17% | 91 |
|
|
2022
Q3 | $2.27M | Buy |
17,981
+40
| +0.2% | +$5.05K | 0.16% | 90 |
|
|
2022
Q2 | $2.58M | Sell |
17,941
-331
| -2% | -$47.6K | 0.18% | 81 |
|
|
2022
Q1 | $2.79M | Buy |
18,272
+1,536
| +9% | +$235K | 0.18% | 86 |
|
|
2021
Q4 | $2.74M | Buy |
16,736
+423
| +3% | +$69.2K | 0.17% | 84 |
|
|
2021
Q3 | $2.28M | Buy |
16,313
+3,052
| +23% | +$427K | 0.24% | 67 |
|
|
2021
Q2 | $1.9M | Buy |
13,261
+208
| +2% | +$29.7K | 0.14% | 70 |
|
|
2021
Q1 | $1.77M | Sell |
13,053
-1,035
| -7% | -$140K | 0.14% | 65 |
|
|
2020
Q4 | $1.96M | Sell |
14,088
-188
| -1% | -$26.2K | 0.16% | 63 |
|
|
2020
Q3 | $1.98M | Buy |
14,276
+398
| +3% | +$55.3K | 0.19% | 53 |
|
|
2020
Q2 | $1.66M | Buy |
13,878
+46
| +0.3% | +$5.5K | 0.17% | 57 |
|
|
2020
Q1 | $1.52M | Buy |
13,832
+2,002
| +17% | +$220K | 0.19% | 52 |
|
|
2019
Q4 | $1.48M | Buy |
11,830
+461
| +4% | +$57.6K | 0.15% | 54 |
|
|
2019
Q3 | $1.06M | Buy |
11,369
+422
| +4% | +$39.2K | 0.11% | 59 |
|
|
2019
Q2 | $1.2M | Buy |
10,947
+480
| +5% | +$52.6K | 0.13% | 53 |
|
|
2019
Q1 | $1.09M | Buy |
10,467
+3,695
| +55% | +$384K | 0.11% | 60 |
|
|
2018
Q4 | $623K | Buy |
6,772
+823
| +14% | +$75.7K | 0.08% | 75 |
|
|
2018
Q3 | $495K | Sell |
5,949
-9,185
| -61% | -$764K | 0.05% | 96 |
|
|
2018
Q2 | $1.18M | Sell |
15,134
-3,132
| -17% | -$244K | 0.12% | 65 |
|
|
2018
Q1 | $1.45M | Sell |
18,266
-409
| -2% | -$32.4K | 0.16% | 43 |
|
|
2017
Q4 | $1.72M | Buy |
+18,675
| New | +$1.72M | 0.19% | 35 |
|