Lebenthal Global 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 | $917K | Buy |
5,756
+438
| +8% | +$69.8K | 0.17% | 86 |
|
|
2025
Q1 | $906K | Buy |
5,318
+97
| +2% | +$16.5K | 0.17% | 82 |
|
|
2024
Q4 | $875K | Buy |
5,221
+4,059
| +349% | +$680K | 0.16% | 94 |
|
|
2024
Q3 | $201K | Buy |
+1,162
| New | +$201K | 0.04% | 180 |
|
|
2021
Q1 | – | Sell |
-1,019
| Closed | -$141K | – | 436 |
|
|
2020
Q4 | $141K | Buy |
+1,019
| New | +$141K | 0.1% | 127 |
|