Lee Financial’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 | $211K | Sell |
1,322
-314
| -19% | -$50K | 0.03% | 138 |
|
|
2025
Q1 | $279K | Sell |
1,636
-427
| -21% | -$72.8K | 0.04% | 123 |
|
|
2024
Q4 | $346K | Buy |
2,063
+330
| +19% | +$55.3K | 0.05% | 135 |
|
|
2024
Q3 | $300K | Sell |
1,733
-493
| -22% | -$85.4K | 0.04% | 147 |
|
|
2024
Q2 | $367K | Sell |
2,226
-40
| -2% | -$6.6K | 0.06% | 109 |
|
|
2024
Q1 | $368K | Sell |
2,266
-18
| -0.8% | -$2.92K | 0.06% | 109 |
|
|
2023
Q4 | $335K | Buy |
2,284
+130
| +6% | +$19.1K | 0.06% | 110 |
|
|
2023
Q3 | $314K | Buy |
2,154
+30
| +1% | +$4.38K | 0.06% | 108 |
|
|
2023
Q2 | $322K | Sell |
2,124
-182
| -8% | -$27.6K | 0.06% | 108 |
|
|
2023
Q1 | $343K | Buy |
2,306
+118
| +5% | +$17.5K | 0.06% | 102 |
|
|
2022
Q4 | $332K | Hold |
2,188
| – | – | 0.06% | 118 |
|
|
2022
Q3 | $276K | Buy |
2,188
+239
| +12% | +$30.1K | 0.05% | 125 |
|
|
2022
Q2 | $280K | Buy |
1,949
+37
| +2% | +$5.32K | 0.05% | 126 |
|
|
2022
Q1 | $292K | Sell |
1,912
-443
| -19% | -$67.7K | 0.05% | 124 |
|
|
2021
Q4 | $385K | Buy |
2,355
+788
| +50% | +$129K | 0.07% | 112 |
|
|
2021
Q3 | $219K | Sell |
1,567
-280
| -15% | -$39.1K | 0.05% | 135 |
|
|
2021
Q2 | $249K | Sell |
1,847
-208
| -10% | -$28K | 0.05% | 126 |
|
|
2021
Q1 | $278K | Buy |
2,055
+1,530
| +291% | +$207K | 0.07% | 115 |
|
|
2020
Q4 | $73K | Hold |
525
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $73K | Sell |
525
-216
| -29% | -$30K | 0.02% | 180 |
|
|
2020
Q2 | $89K | Buy |
741
+300
| +68% | +$36K | 0.02% | 155 |
|
|
2020
Q1 | $49K | Hold |
441
| – | – | 0.02% | 175 |
|
|
2019
Q4 | $55K | Hold |
441
| – | – | 0.01% | 183 |
|
|
2019
Q3 | $55K | Sell |
441
-170
| -28% | -$21.2K | 0.01% | 182 |
|
|
2019
Q2 | $67K | Buy |
611
+216
| +55% | +$23.7K | 0.02% | 185 |
|
|
2019
Q1 | $41K | Sell |
395
-43
| -10% | -$4.46K | 0.01% | 202 |
|
|
2018
Q4 | $40K | Hold |
438
| – | – | 0.01% | 194 |
|
|
2018
Q3 | $36K | Sell |
438
-7,421
| -94% | -$610K | 0.01% | 211 |
|
|
2018
Q2 | $614K | Sell |
7,859
-924
| -11% | -$72.2K | 0.14% | 78 |
|
|
2018
Q1 | $696K | Buy |
8,783
+7,134
| +433% | +$565K | 0.18% | 73 |
|
|
2017
Q4 | $152K | Buy |
1,649
+627
| +61% | +$57.8K | 0.04% | 130 |
|
|
2017
Q3 | $93K | Hold |
1,022
| – | – | 0.03% | 149 |
|
|
2017
Q2 | $89K | Sell |
1,022
-349
| -25% | -$30.4K | 0.03% | 155 |
|
|
2017
Q1 | $123K | Hold |
1,371
| – | – | 0.05% | 129 |
|
|
2016
Q4 | $115K | Buy |
+1,371
| New | +$115K | 0.06% | 129 |
|