Lauterbach Financial 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 | $1.61M | Buy |
10,122
+7
| +0.1% | +$1.12K | 0.89% | 18 |
|
|
2025
Q1 | $1.72M | Buy |
10,115
+7
| +0.1% | +$1.19K | 1.07% | 16 |
|
|
2024
Q4 | $1.69M | Buy |
10,108
+7
| +0.1% | +$1.17K | 1.03% | 16 |
|
|
2024
Q3 | $1.75M | Buy |
10,101
+7
| +0.1% | +$1.21K | 1.06% | 16 |
|
|
2024
Q2 | $1.72M | Buy |
10,094
+7
| +0.1% | +$1.19K | 1.13% | 16 |
|
|
2024
Q1 | $1.64M | Sell |
10,087
-367
| -4% | -$59.5K | 1.07% | 16 |
|
|
2023
Q4 | $1.53M | Hold |
10,454
| – | – | 1.07% | 13 |
|
|
2023
Q3 | $1.52M | Sell |
10,454
-403
| -4% | -$58.8K | 1.2% | 13 |
|
|
2023
Q2 | $1.65M | Sell |
10,857
-490
| -4% | -$74.4K | 1.26% | 13 |
|
|
2023
Q1 | $1.69M | Hold |
11,347
| – | – | 1.36% | 12 |
|
|
2022
Q4 | $1.72M | Hold |
11,347
| – | – | 1.53% | 9 |
|
|
2022
Q3 | $1.43M | Hold |
11,347
| – | – | 1.46% | 12 |
|
|
2022
Q2 | $1.63M | Sell |
11,347
-7
| -0.1% | -$1.01K | 1.55% | 8 |
|
|
2022
Q1 | $1.74M | Sell |
11,354
-18
| -0.2% | -$2.75K | 1.58% | 10 |
|
|
2021
Q4 | $1.86M | Buy |
+11,372
| New | +$1.86M | 1.64% | 9 |
|