Lido Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Buy |
210,275
+24,237
| +13% | +$3.86M | 0.13% | 93 |
|
|
2025
Q1 | $31.7M | Sell |
186,038
-147,358
| -44% | -$25.1M | 0.14% | 82 |
|
|
2024
Q4 | $55.9M | Buy |
333,396
+168,905
| +103% | +$28.3M | 0.25% | 49 |
|
|
2024
Q3 | $28.5M | Sell |
164,491
-5,637
| -3% | -$976K | 0.14% | 69 |
|
|
2024
Q2 | $28.1M | Buy |
170,128
+2,422
| +1% | +$399K | 0.16% | 60 |
|
|
2024
Q1 | $27.2M | Buy |
167,706
+25,642
| +18% | +$4.16M | 0.16% | 60 |
|
|
2023
Q4 | $20.8M | Buy |
142,064
+6,594
| +5% | +$966K | 0.14% | 73 |
|
|
2023
Q3 | $19.8M | Sell |
135,470
-65,050
| -32% | -$9.49M | 0.15% | 66 |
|
|
2023
Q2 | $30.4M | Buy |
200,520
+99,023
| +98% | +$15M | 0.22% | 45 |
|
|
2023
Q1 | $15.1M | Sell |
101,497
-12,553
| -11% | -$1.87M | 0.15% | 82 |
|
|
2022
Q4 | $17.3M | Sell |
114,050
-6,880
| -6% | -$1.04M | 0.21% | 57 |
|
|
2022
Q3 | $16.1M | Buy |
120,930
+17,879
| +17% | +$2.38M | 0.2% | 44 |
|
|
2022
Q2 | $14.8M | Sell |
103,051
-46,829
| -31% | -$6.73M | 0.2% | 50 |
|
|
2022
Q1 | $22.9M | Buy |
149,880
+1,778
| +1% | +$272K | 0.26% | 37 |
|
|
2021
Q4 | $24.1M | Buy |
148,102
+3,737
| +3% | +$608K | 0.26% | 31 |
|
|
2021
Q3 | $20.2M | Buy |
144,365
+1,269
| +0.9% | +$177K | 0.28% | 35 |
|
|
2021
Q2 | $19.3M | Buy |
143,096
+2,517
| +2% | +$340K | 0.27% | 36 |
|
|
2021
Q1 | $19M | Buy |
140,579
+12,977
| +10% | +$1.76M | 0.33% | 32 |
|
|
2020
Q4 | $17.8M | Buy |
127,602
+6,573
| +5% | +$915K | 0.37% | 28 |
|
|
2020
Q3 | $16.8M | Buy |
121,029
+1,745
| +1% | +$243K | 0.43% | 21 |
|
|
2020
Q2 | $14.3M | Buy |
119,284
+2,196
| +2% | +$263K | 0.43% | 24 |
|
|
2020
Q1 | $12.9M | Sell |
117,088
-3,271
| -3% | -$360K | 0.55% | 18 |
|
|
2019
Q4 | $15M | Buy |
120,359
+86,533
| +256% | +$10.8M | 0.6% | 20 |
|
|
2019
Q3 | $4.21M | Buy |
33,826
+1,439
| +4% | +$179K | 0.21% | 64 |
|
|
2019
Q2 | $3.55M | Sell |
32,387
-1,135
| -3% | -$124K | 0.2% | 69 |
|
|
2019
Q1 | $3.49M | Buy |
33,522
+9,090
| +37% | +$946K | 0.23% | 63 |
|
|
2018
Q4 | $2.25M | Buy |
24,432
+3,152
| +15% | +$290K | 0.22% | 64 |
|
|
2018
Q3 | $1.77M | Sell |
21,280
-1,027
| -5% | -$85.5K | 0.17% | 75 |
|
|
2018
Q2 | $1.74M | Buy |
22,307
+367
| +2% | +$28.6K | 0.2% | 70 |
|
|
2018
Q1 | $1.74M | Buy |
21,940
+5,541
| +34% | +$439K | 0.24% | 57 |
|
|
2017
Q4 | $1.51M | Buy |
16,399
+932
| +6% | +$85.6K | 0.21% | 58 |
|
|
2017
Q3 | $1.34M | Buy |
15,467
+1,714
| +12% | +$148K | 0.21% | 59 |
|
|
2017
Q2 | $1.2M | Buy |
13,753
+29
| +0.2% | +$2.53K | 0.25% | 58 |
|
|
2017
Q1 | $1.19M | Buy |
13,724
+1,347
| +11% | +$117K | 0.33% | 50 |
|
|
2016
Q4 | $1.04M | Buy |
12,377
+6,965
| +129% | +$586K | 0.26% | 40 |
|
|
2016
Q3 | $486K | Sell |
5,412
-1,019
| -16% | -$91.5K | 0.15% | 69 |
|
|
2016
Q2 | $545K | Buy |
6,431
+329
| +5% | +$27.9K | 0.17% | 58 |
|
|
2016
Q1 | $502K | Buy |
+6,102
| New | +$502K | 0.17% | 59 |
|