Lion Street 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 | $326K | Buy |
2,048
+73
| +4% | +$11.6K | 0.1% | 209 |
|
|
2025
Q1 | $337K | Sell |
1,975
-10
| -0.5% | -$1.7K | 0.11% | 190 |
|
|
2024
Q4 | $333K | Buy |
1,985
+10
| +0.5% | +$1.68K | 0.11% | 190 |
|
|
2024
Q3 | $342K | Sell |
1,975
-145
| -7% | -$25.1K | 0.12% | 186 |
|
|
2024
Q2 | $350K | Sell |
2,120
-152
| -7% | -$25.1K | 0.13% | 175 |
|
|
2024
Q1 | $333K | Hold |
2,272
| – | – | 0.14% | 164 |
|
|
2023
Q4 | $333K | Sell |
2,272
-504
| -18% | -$73.9K | 0.14% | 164 |
|
|
2023
Q3 | $405K | Buy |
2,776
+234
| +9% | +$34.1K | 0.13% | 144 |
|
|
2023
Q2 | $364K | Buy |
2,542
+627
| +33% | +$89.7K | 0.12% | 155 |
|
|
2023
Q1 | $285K | Buy |
+1,915
| New | +$285K | 0.09% | 187 |
|
|
2021
Q1 | – | Sell |
-1,580
| Closed | -$219K | – | 36 |
|
|
2020
Q4 | $219K | Sell |
1,580
-94
| -6% | -$13K | 0.53% | 36 |
|
|
2020
Q3 | $229K | Buy |
+1,674
| New | +$229K | 0.46% | 49 |
|
|
2020
Q2 | – | Sell |
-512
| Closed | -$56K | – | 301 |
|
|
2020
Q1 | $56K | Buy |
+512
| New | +$56K | 0.31% | 48 |
|