LBMC Investment 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 | $371K | Hold |
2,328
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $397K | Buy |
2,328
+174
| +8% | +$29.7K | 0.03% | 132 |
|
|
2024
Q4 | $361K | Buy |
2,154
+600
| +39% | +$101K | 0.03% | 141 |
|
|
2024
Q3 | $269K | Hold |
1,554
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $256K | Hold |
1,554
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $252K | Hold |
1,554
| – | – | 0.02% | 151 |
|
|
2023
Q4 | $228K | Sell |
1,554
-53
| -3% | -$7.77K | 0.02% | 153 |
|
|
2023
Q3 | $234K | Buy |
1,607
+53
| +3% | +$7.71K | 0.02% | 134 |
|
|
2023
Q2 | $236K | Hold |
1,554
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $231K | Buy |
1,554
+30
| +2% | +$4.46K | 0.02% | 147 |
|
|
2022
Q4 | $231K | Buy |
+1,524
| New | +$231K | 0.02% | 139 |
|
|
2022
Q3 | – | Sell |
-1,524
| Closed | -$219K | – | 158 |
|
|
2022
Q2 | $219K | Hold |
1,524
| – | – | 0.02% | 142 |
|
|
2022
Q1 | $233K | Sell |
1,524
-79
| -5% | -$12.1K | 0.02% | 145 |
|
|
2021
Q4 | $262K | Sell |
1,603
-15,049
| -90% | -$2.46M | 0.02% | 143 |
|
|
2021
Q3 | $224 | Buy |
16,652
+15,128
| +993% | +$204 | 0.02% | 152 |
|
|
2021
Q2 | $206K | Buy |
+1,524
| New | +$206K | 0.02% | 160 |
|
|
2020
Q2 | – | Sell |
-1,878
| Closed | -$207K | – | 107 |
|
|
2020
Q1 | $207K | Buy |
1,878
+147
| +8% | +$16.2K | 0.04% | 83 |
|
|
2019
Q4 | $216K | Buy |
1,731
+20
| +1% | +$2.5K | 0.03% | 97 |
|
|
2019
Q3 | $213K | Buy |
+1,711
| New | +$213K | 0.03% | 91 |
|