LFAS
Level Four Advisory Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
47,211
+1,048
| +2% | +$167K | 0.28% | 88 |
|
|
2025
Q1 | $7.87M | Sell |
46,163
-534
| -1% | -$91K | 0.32% | 77 |
|
|
2024
Q4 | $7.83M | Sell |
46,697
-1,187
| -2% | -$199K | 0.32% | 74 |
|
|
2024
Q3 | $7.91M | Sell |
47,884
-8,799
| -16% | -$1.45M | 0.33% | 65 |
|
|
2024
Q2 | $9.35M | Buy |
56,683
+11,786
| +26% | +$1.94M | 0.42% | 45 |
|
|
2024
Q1 | $6.58M | Buy |
44,897
+1,126
| +3% | +$165K | 0.36% | 58 |
|
|
2023
Q4 | $6.41M | Buy |
43,771
+1,968
| +5% | +$288K | 0.36% | 58 |
|
|
2023
Q3 | $6.1M | Sell |
41,803
-5,442
| -12% | -$794K | 0.39% | 54 |
|
|
2023
Q2 | $7.17M | Buy |
47,245
+4,544
| +11% | +$690K | 0.43% | 43 |
|
|
2023
Q1 | $6.35M | Sell |
42,701
-5,128
| -11% | -$762K | 0.42% | 44 |
|
|
2022
Q4 | $7.25M | Buy |
47,829
+13,791
| +41% | +$2.09M | 0.54% | 37 |
|
|
2022
Q3 | $4.3M | Sell |
34,038
-3,238
| -9% | -$409K | 0.42% | 54 |
|
|
2022
Q2 | $5.36M | Buy |
37,276
+1,037
| +3% | +$149K | 0.51% | 42 |
|
|
2022
Q1 | $5.54M | Buy |
36,239
+4,619
| +15% | +$706K | 0.43% | 53 |
|
|
2021
Q4 | $5.17M | Buy |
31,620
+5,761
| +22% | +$942K | 0.39% | 62 |
|
|
2021
Q3 | $3.62M | Sell |
25,859
-9,181
| -26% | -$1.28M | 0.38% | 73 |
|
|
2021
Q2 | $4.73M | Sell |
35,040
-1,923
| -5% | -$259K | 0.33% | 63 |
|
|
2021
Q1 | $5.01M | Buy |
36,963
+2,219
| +6% | +$301K | 0.39% | 53 |
|
|
2020
Q4 | $4.83M | Sell |
34,744
-2,628
| -7% | -$366K | 0.39% | 60 |
|
|
2020
Q3 | $5.19M | Sell |
37,372
-1,493
| -4% | -$207K | 0.4% | 57 |
|
|
2020
Q2 | $4.65M | Buy |
38,865
+939
| +2% | +$112K | 0.36% | 62 |
|
|
2020
Q1 | $4.18M | Sell |
37,926
-4,776
| -11% | -$527K | 0.5% | 40 |
|
|
2019
Q4 | $12.8M | Buy |
42,702
+2,569
| +6% | +$771K | 0.51% | 55 |
|
|
2019
Q3 | $4.99M | Sell |
40,133
-3,342
| -8% | -$416K | 0.52% | 39 |
|
|
2019
Q2 | $4.78M | Sell |
43,475
-1,370
| -3% | -$150K | 0.48% | 44 |
|
|
2019
Q1 | $4.67M | Buy |
44,845
+686
| +2% | +$71.4K | 0.51% | 45 |
|
|
2018
Q4 | $4.06M | Sell |
44,159
-1,486
| -3% | -$137K | 0.51% | 45 |
|
|
2018
Q3 | $3.8M | Sell |
45,645
-2,078
| -4% | -$173K | 0.41% | 64 |
|
|
2018
Q2 | $3.73M | Buy |
47,723
+6,182
| +15% | +$483K | 0.27% | 86 |
|
|
2018
Q1 | $3.29M | Buy |
41,541
+1,442
| +4% | +$114K | 0.26% | 87 |
|
|
2017
Q4 | $3.68M | Buy |
40,099
+964
| +2% | +$88.6K | 0.29% | 79 |
|
|
2017
Q3 | $3.56M | Buy |
39,135
+9,495
| +32% | +$864K | 0.32% | 69 |
|
|
2017
Q2 | $2.67M | Sell |
29,640
-7,828
| -21% | -$704K | 0.41% | 64 |
|
|
2017
Q1 | $3.37M | Buy |
37,468
+7,651
| +26% | +$688K | 0.34% | 66 |
|
|
2016
Q4 | $2.51M | Buy |
+29,817
| New | +$2.51M | 0.32% | 61 |
|