Lake Street Private Wealth’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 | $811K | Buy |
5,087
+1,831
| +56% | +$292K | 0.12% | 117 |
|
|
2025
Q1 | $555K | Buy |
3,256
+259
| +9% | +$44.1K | 0.09% | 145 |
|
|
2024
Q4 | $502K | Sell |
2,997
-701
| -19% | -$118K | 0.08% | 149 |
|
|
2024
Q3 | $641K | Sell |
3,698
-6,524
| -64% | -$1.13M | 0.1% | 143 |
|
|
2024
Q2 | $1.69M | Sell |
10,222
-9
| -0.1% | -$1.48K | 0.22% | 109 |
|
|
2024
Q1 | $1.66M | Sell |
10,231
-3,995
| -28% | -$648K | 0.23% | 108 |
|
|
2023
Q4 | $2.08M | Buy |
14,226
+3,400
| +31% | +$498K | 0.33% | 83 |
|
|
2023
Q3 | $1.58M | Sell |
10,826
-241
| -2% | -$35.3K | 0.28% | 95 |
|
|
2023
Q2 | $1.68M | Sell |
11,067
-348
| -3% | -$52.8K | 0.3% | 95 |
|
|
2023
Q1 | $1.7M | Sell |
11,415
-378
| -3% | -$56.2K | 0.32% | 94 |
|
|
2022
Q4 | $1.79M | Sell |
11,793
-23
| -0.2% | -$3.49K | 0.37% | 83 |
|
|
2022
Q3 | $1.49M | Sell |
11,816
-274
| -2% | -$34.6K | 0.34% | 87 |
|
|
2022
Q2 | $1.74M | Buy |
12,090
+1,559
| +15% | +$224K | 0.37% | 78 |
|
|
2022
Q1 | $1.61M | Buy |
10,531
+321
| +3% | +$49K | 0.29% | 93 |
|
|
2021
Q4 | $1.67M | Buy |
10,210
+6,590
| +182% | +$1.08M | 0.29% | 91 |
|
|
2021
Q3 | $506K | Buy |
3,620
+310
| +9% | +$43.3K | 0.12% | 144 |
|
|
2021
Q2 | $448K | Sell |
3,310
-77
| -2% | -$10.4K | 0.11% | 147 |
|
|
2021
Q1 | $459K | Buy |
3,387
+187
| +6% | +$25.3K | 0.13% | 145 |
|
|
2020
Q4 | $445K | Buy |
3,200
+9
| +0.3% | +$1.25K | 0.13% | 137 |
|
|
2020
Q3 | $444K | Sell |
3,191
-50
| -2% | -$6.96K | 0.15% | 118 |
|
|
2020
Q2 | $387K | Buy |
3,241
+42
| +1% | +$5.02K | 0.14% | 119 |
|
|
2020
Q1 | $352K | Sell |
3,199
-150
| -4% | -$16.5K | 0.16% | 110 |
|
|
2019
Q4 | $418K | Buy |
3,349
+1,381
| +70% | +$172K | 0.16% | 123 |
|
|
2019
Q3 | $245K | Buy |
+1,968
| New | +$245K | 0.11% | 137 |
|