Legacy 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 | $12.1M | Sell |
75,672
-4,308
| -5% | -$686K | 1.88% | 13 |
|
|
2025
Q1 | $13.6M | Buy |
79,980
+131
| +0.2% | +$22.3K | 2.28% | 11 |
|
|
2024
Q4 | $13.4M | Buy |
79,849
+99
| +0.1% | +$16.6K | 2.21% | 12 |
|
|
2024
Q3 | $13.8M | Buy |
79,750
+4,477
| +6% | +$775K | 2.32% | 11 |
|
|
2024
Q2 | $12.4M | Sell |
75,273
-58
| -0.1% | -$9.57K | 2.21% | 13 |
|
|
2024
Q1 | $12.2M | Sell |
75,331
-2,314
| -3% | -$375K | 2.19% | 12 |
|
|
2023
Q4 | $11.4M | Sell |
77,645
-1,444
| -2% | -$212K | 2.19% | 12 |
|
|
2023
Q3 | $11.5M | Buy |
79,089
+2,159
| +3% | +$315K | 2.31% | 11 |
|
|
2023
Q2 | $11.7M | Buy |
76,930
+583
| +0.8% | +$88.5K | 2.18% | 13 |
|
|
2023
Q1 | $11.4M | Sell |
76,347
-4,992
| -6% | -$742K | 2.32% | 11 |
|
|
2022
Q4 | $12.3M | Buy |
81,339
+2,692
| +3% | +$408K | 2.66% | 11 |
|
|
2022
Q3 | $9.93M | Buy |
78,647
+2,434
| +3% | +$307K | 2.37% | 10 |
|
|
2022
Q2 | $11M | Sell |
76,213
-834
| -1% | -$120K | 2.72% | 7 |
|
|
2022
Q1 | $11.8M | Sell |
77,047
-414
| -0.5% | -$63.3K | 2.65% | 8 |
|
|
2021
Q4 | $12.7M | Buy |
77,461
+262
| +0.3% | +$42.9K | 2.91% | 7 |
|
|
2021
Q3 | $10.8M | Buy |
77,199
+1,152
| +2% | +$161K | 2.65% | 7 |
|
|
2021
Q2 | $10.3M | Sell |
76,047
-1,770
| -2% | -$239K | 2.6% | 7 |
|
|
2021
Q1 | $10.5M | Buy |
77,817
+22
| +0% | +$2.98K | 2.89% | 6 |
|
|
2020
Q4 | $10.8M | Sell |
77,795
-15,457
| -17% | -$2.15M | 3.06% | 7 |
|
|
2020
Q3 | $13M | Sell |
93,252
-8,001
| -8% | -$1.11M | 3.95% | 6 |
|
|
2020
Q2 | $12.1M | Buy |
101,253
+1,570
| +2% | +$188K | 4.35% | 6 |
|
|
2020
Q1 | $11.8M | Buy |
99,683
+8,284
| +9% | +$976K | 4.36% | 5 |
|
|
2019
Q4 | $11.4M | Buy |
91,399
+1,857
| +2% | +$232K | 3.61% | 5 |
|
|
2019
Q3 | $11.1M | Buy |
89,542
+315
| +0.4% | +$39.2K | 3.7% | 5 |
|
|
2019
Q2 | $9.78M | Sell |
89,227
-775
| -0.9% | -$85K | 3.46% | 5 |
|
|
2019
Q1 | $9.37M | Sell |
90,002
-1,635
| -2% | -$170K | 3.17% | 5 |
|
|
2018
Q4 | $8.42M | Sell |
91,637
-7,860
| -8% | -$722K | 3.26% | 5 |
|
|
2018
Q3 | $8.28M | Buy |
99,497
+4,892
| +5% | +$407K | 3% | 5 |
|
|
2018
Q2 | $7.5M | Buy |
94,605
+16,014
| +20% | +$1.27M | 2.85% | 5 |
|
|
2018
Q1 | $6.16M | Sell |
78,591
-4,714
| -6% | -$369K | 2.45% | 5 |
|
|
2017
Q4 | $7.65M | Buy |
+83,305
| New | +$7.65M | 3.14% | 5 |
|