Lakewood Asset 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 |
-1,258
| Closed | -$211K | – | 116 |
|
|
2024
Q4 | $211K | Buy |
1,258
+2
| +0.2% | +$335 | 0.15% | 109 |
|
|
2024
Q3 | $218K | Buy |
1,256
+2
| +0.2% | +$347 | 0.15% | 109 |
|
|
2024
Q2 | $207K | Buy |
1,254
+2
| +0.2% | +$330 | 0.14% | 109 |
|
|
2024
Q1 | $203K | Buy |
+1,252
| New | +$203K | 0.14% | 110 |
|
|
2023
Q3 | – | Sell |
-1,357
| Closed | -$206K | – | 113 |
|
|
2023
Q2 | $206K | Buy |
1,357
+3
| +0.2% | +$455 | 0.16% | 108 |
|
|
2023
Q1 | $201K | Buy |
1,354
+3
| +0.2% | +$446 | 0.17% | 107 |
|
|
2022
Q4 | $205K | Buy |
+1,351
| New | +$205K | 0.17% | 106 |
|