LFS
Legacy Financial Strategies’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
2,193
+244
| +13% | +$38.9K | 0.07% | 90 |
|
|
2025
Q1 | $332K | Sell |
1,949
-429
| -18% | -$73.1K | 0.07% | 83 |
|
|
2024
Q4 | $395K | Buy |
2,378
+100
| +4% | +$16.6K | 0.09% | 80 |
|
|
2024
Q3 | $395K | Buy |
+2,278
| New | +$395K | 0.09% | 75 |
|
|
2023
Q3 | – | Sell |
-1,454
| Closed | -$221K | – | 81 |
|
|
2023
Q2 | $221K | Buy |
+1,454
| New | +$221K | 0.07% | 72 |
|
|
2022
Q1 | – | Sell |
-1,343
| Closed | -$220K | – | 68 |
|
|
2021
Q4 | $220K | Buy |
+1,343
| New | +$220K | 0.1% | 61 |
|
|
2021
Q3 | – | Sell |
-1,734
| Closed | -$234K | – | 64 |
|
|
2021
Q2 | $234K | Hold |
1,734
| – | – | 0.11% | 59 |
|
|
2021
Q1 | $235K | Sell |
1,734
-16
| -0.9% | -$2.17K | 0.12% | 59 |
|
|
2020
Q4 | $243K | Buy |
1,750
+43
| +3% | +$5.97K | 0.12% | 59 |
|
|
2020
Q3 | $237K | Hold |
1,707
| – | – | 0.14% | 58 |
|
|
2020
Q2 | $204K | Buy |
+1,707
| New | +$204K | 0.16% | 56 |
|
|
2020
Q1 | – | Sell |
-1,726
| Closed | -$216K | – | 59 |
|
|
2019
Q4 | $216K | Sell |
1,726
-84
| -5% | -$10.5K | 0.17% | 63 |
|
|
2019
Q3 | $223K | Buy |
+1,810
| New | +$223K | 0.2% | 58 |
|