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Lantz Financial’s Procter & Gamble PG Stock Holding History

Lantz Financial’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$834K Buy
5,237
+64
+1% +$10.2K 0.21% 111
2025
Q1 		$882K Sell
5,173
-23
-0.4% -$3.92K 0.24% 103
2024
Q4 		$871K Buy
5,196
+147
+3% +$24.6K 0.23% 101
2024
Q3 		$875K Buy
5,049
+556
+12% +$96.3K 0.24% 96
2024
Q2 		$741K Buy
4,493
+41
+0.9% +$6.76K 0.23% 100
2024
Q1 		$722K Buy
4,452
+82
+2% +$13.3K 0.23% 97
2023
Q4 		$640K Buy
4,370
+684
+19% +$100K 0.23% 95
2023
Q3 		$538K Buy
3,686
+48
+1% +$7K 0.21% 100
2023
Q2 		$552K Buy
3,638
+54
+2% +$8.19K 0.22% 100
2023
Q1 		$533K Sell
3,584
-187
-5% -$27.8K 0.22% 103
2022
Q4 		$572K Buy
3,771
+503
+15% +$76.2K 0.26% 92
2022
Q3 		$413K Hold
3,268
– – 0.21% 106
2022
Q2 		$470K Buy
3,268
+40
+1% +$5.75K 0.21% 103
2022
Q1 		$493K Buy
3,228
+22
+0.7% +$3.36K 0.2% 107
2021
Q4 		$524K Buy
3,206
+20
+0.6% +$3.27K 0.24% 91
2021
Q3 		$445K Buy
3,186
+24
+0.8% +$3.35K 0.23% 97
2021
Q2 		$427K Sell
3,162
-36
-1% -$4.86K 0.22% 91
2021
Q1 		$433K Buy
3,198
+27
+0.9% +$3.66K 0.25% 82
2020
Q4 		$441K Buy
3,171
+51
+2% +$7.09K 0.28% 76
2020
Q3 		$434K Buy
3,120
+4
+0.1% +$556 0.29% 76
2020
Q2 		$373K Sell
3,116
-18
-0.6% -$2.16K 0.27% 78
2020
Q1 		$345K Buy
3,134
+66
+2% +$7.27K 0.27% 83
2019
Q4 		$383K Sell
3,068
-221
-7% -$27.6K 0.23% 96
2019
Q3 		$398K Sell
3,289
-81
-2% -$9.8K 0.27% 89
2019
Q2 		$376K Sell
3,370
-129
-4% -$14.4K 0.25% 92
2019
Q1 		$364K Buy
+3,499
New +$364K 0.26% 84