LA
Legacy Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,043
| Closed | -$4.1M | – | 301 |
|
|
2025
Q1 | $4.1M | Buy |
24,043
+1,344
| +6% | +$229K | 0.42% | 48 |
|
|
2024
Q4 | $3.81M | Sell |
22,699
-2,341
| -9% | -$392K | 0.37% | 46 |
|
|
2024
Q3 | $4.34M | Buy |
25,040
+2,312
| +10% | +$400K | 0.47% | 38 |
|
|
2024
Q2 | $3.75M | Sell |
22,728
-1,146
| -5% | -$189K | 0.46% | 36 |
|
|
2024
Q1 | $3.87M | Buy |
23,874
+2,005
| +9% | +$325K | 0.49% | 36 |
|
|
2023
Q4 | $3.2M | Buy |
21,869
+2,757
| +14% | +$404K | 0.41% | 45 |
|
|
2023
Q3 | $2.79M | Buy |
19,112
+2,697
| +16% | +$393K | 0.45% | 57 |
|
|
2023
Q2 | $2.49M | Buy |
16,415
+1,011
| +7% | +$153K | 0.37% | 62 |
|
|
2023
Q1 | $2.29M | Buy |
15,404
+1,241
| +9% | +$185K | 0.42% | 59 |
|
|
2022
Q4 | $2.15M | Buy |
14,163
+3,080
| +28% | +$467K | 0.39% | 56 |
|
|
2022
Q3 | $1.4M | Buy |
11,083
+1,056
| +11% | +$133K | 0.31% | 63 |
|
|
2022
Q2 | $1.44M | Buy |
10,027
+1,994
| +25% | +$287K | 0.3% | 57 |
|
|
2022
Q1 | $1.23M | Buy |
8,033
+5,877
| +273% | +$898K | 0.24% | 63 |
|
|
2021
Q4 | $353K | Buy |
2,156
+249
| +13% | +$40.8K | 0.13% | 85 |
|
|
2021
Q3 | $267K | Buy |
1,907
+44
| +2% | +$6.16K | 0.11% | 96 |
|
|
2021
Q2 | $251K | Buy |
1,863
+113
| +6% | +$15.2K | 0.1% | 106 |
|
|
2021
Q1 | $237K | Hold |
1,750
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $243K | Hold |
1,750
| – | – | 0.14% | 92 |
|
|
2020
Q3 | $243K | Hold |
1,750
| – | – | 0.16% | 90 |
|
|
2020
Q2 | $209K | Buy |
+1,750
| New | +$209K | 0.17% | 94 |
|
|
2020
Q1 | – | Sell |
-3,497
| Closed | -$437K | – | 125 |
|
|
2019
Q4 | $437K | Buy |
3,497
+717
| +26% | +$89.6K | 0.28% | 73 |
|
|
2019
Q3 | $346K | Sell |
2,780
-770
| -22% | -$95.8K | 0.26% | 75 |
|
|
2019
Q2 | $389K | Sell |
3,550
-1,950
| -35% | -$214K | 0.26% | 69 |
|
|
2019
Q1 | $572K | Buy |
5,500
+1,524
| +38% | +$158K | 0.19% | 93 |
|
|
2018
Q4 | $365K | Sell |
3,976
-8,389
| -68% | -$770K | 0.28% | 76 |
|
|
2018
Q3 | $1.03M | Buy |
12,365
+10,315
| +503% | +$858K | 0.51% | 63 |
|
|
2018
Q2 | $160K | Sell |
2,050
-12
| -0.6% | -$937 | 0.12% | 103 |
|
|
2018
Q1 | $162K | Buy |
2,062
+62
| +3% | +$4.87K | 0.12% | 90 |
|
|
2017
Q4 | $183K | Sell |
2,000
-47
| -2% | -$4.3K | 0.18% | 58 |
|
|
2017
Q3 | $186K | Buy |
2,047
+47
| +2% | +$4.27K | 0.21% | 53 |
|
|
2017
Q2 | $174K | Hold |
2,000
| – | – | 0.22% | 52 |
|
|
2017
Q1 | $179K | Sell |
2,000
-265
| -12% | -$23.7K | 0.24% | 44 |
|
|
2016
Q4 | $190K | Buy |
+2,265
| New | +$190K | 0.26% | 44 |
|