Lakeside Advisors’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 | $5.88M | Sell |
36,907
-1,245
| -3% | -$198K | 3.79% | 5 |
|
|
2025
Q1 | $6.5M | Sell |
38,152
-196
| -0.5% | -$33.4K | 4.31% | 4 |
|
|
2024
Q4 | $6.43M | Sell |
38,348
-717
| -2% | -$120K | 4.25% | 4 |
|
|
2024
Q3 | $6.77M | Sell |
39,065
-433
| -1% | -$75K | 4.25% | 4 |
|
|
2024
Q2 | $6.51M | Sell |
39,498
-746
| -2% | -$123K | 4.23% | 4 |
|
|
2024
Q1 | $6.53M | Sell |
40,244
-397
| -1% | -$64.4K | 4.18% | 5 |
|
|
2023
Q4 | $5.96M | Sell |
40,641
-396
| -1% | -$58K | 4.14% | 5 |
|
|
2023
Q3 | $5.99M | Sell |
41,037
-1,146
| -3% | -$167K | 4.6% | 5 |
|
|
2023
Q2 | $6.4M | Sell |
42,183
-47
| -0.1% | -$7.13K | 4.72% | 5 |
|
|
2023
Q1 | $6.28M | Sell |
42,230
-206
| -0.5% | -$30.6K | 4.85% | 5 |
|
|
2022
Q4 | $6.43M | Sell |
42,436
-171
| -0.4% | -$25.9K | 5.27% | 4 |
|
|
2022
Q3 | $5.38M | Sell |
42,607
-26
| -0.1% | -$3.28K | 4.81% | 4 |
|
|
2022
Q2 | $6.13M | Sell |
42,633
-146
| -0.3% | -$21K | 5.21% | 4 |
|
|
2022
Q1 | $6.54M | Sell |
42,779
-747
| -2% | -$114K | 4.93% | 4 |
|
|
2021
Q4 | $7.12M | Buy |
+43,526
| New | +$7.12M | 5.25% | 4 |
|