Liberty Wealth Management’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 | $1.15M | Buy |
+7,231
| New | +$1.15M | 0.18% | 79 |
|
|
2025
Q1 | – | Sell |
-7,344
| Closed | -$1.23M | – | 185 |
|
|
2024
Q4 | $1.23M | Buy |
7,344
+348
| +5% | +$58.3K | 0.21% | 73 |
|
|
2024
Q3 | $1.21M | Sell |
6,996
-15,632
| -69% | -$2.71M | 0.21% | 69 |
|
|
2024
Q2 | $1.06M | Buy |
22,628
+16,770
| +286% | +$782K | 0.19% | 72 |
|
|
2024
Q1 | $950K | Sell |
5,858
-400
| -6% | -$64.9K | 0.19% | 74 |
|
|
2023
Q4 | $917K | Sell |
6,258
-303
| -5% | -$44.4K | 0.2% | 69 |
|
|
2023
Q3 | $957K | Sell |
6,561
-124
| -2% | -$18.1K | 0.24% | 59 |
|
|
2023
Q2 | $1.01M | Buy |
6,685
+10
| +0.1% | +$1.52K | 0.25% | 52 |
|
|
2023
Q1 | $992K | Buy |
+6,675
| New | +$992K | 0.2% | 71 |
|
|
2022
Q3 | $758K | Buy |
6,010
+65
| +1% | +$8.2K | 0.2% | 60 |
|
|
2022
Q2 | $854K | Buy |
5,945
+56
| +1% | +$8.04K | 0.35% | 53 |
|
|
2022
Q1 | $899K | Buy |
5,889
+127
| +2% | +$19.4K | 0.32% | 53 |
|
|
2021
Q4 | $943 | Sell |
5,762
-191
| -3% | -$31 | 0.04% | 69 |
|
|
2021
Q3 | $834K | Buy |
5,953
+14
| +0.2% | +$1.96K | 0.3% | 49 |
|
|
2021
Q2 | $801K | Sell |
5,939
-312
| -5% | -$42.1K | 0.31% | 48 |
|
|
2021
Q1 | $806K | Hold |
6,251
| – | – | 0.39% | 38 |
|
|
2020
Q4 | $806K | Buy |
6,251
+372
| +6% | +$48K | 0.39% | 38 |
|
|
2020
Q3 | $817K | Buy |
5,879
+1,170
| +25% | +$163K | 0.48% | 33 |
|
|
2020
Q2 | $563K | Buy |
4,709
+31
| +0.7% | +$3.71K | 0.4% | 42 |
|
|
2020
Q1 | $515K | Sell |
4,678
-208
| -4% | -$22.9K | 0.45% | 41 |
|
|
2019
Q4 | $610K | Buy |
4,886
+419
| +9% | +$52.3K | 0.48% | 39 |
|
|
2019
Q3 | $556K | Sell |
4,467
-2,662
| -37% | -$331K | 0.53% | 38 |
|
|
2019
Q2 | $782K | Buy |
7,129
+3,020
| +73% | +$331K | 0.69% | 27 |
|
|
2019
Q1 | $427K | Buy |
4,109
+4
| +0.1% | +$416 | 0.32% | 47 |
|
|
2018
Q4 | $377K | Buy |
+4,105
| New | +$377K | 0.28% | 49 |
|