Lodestar Private Asset 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 | $525K | Sell |
3,297
-820
| -20% | -$131K | 0.06% | 137 |
|
2025
Q1 | $702K | Sell |
4,117
-216
| -5% | -$36.8K | 0.09% | 116 |
|
2024
Q4 | $726K | Sell |
4,333
-58
| -1% | -$9.72K | 0.09% | 115 |
|
2024
Q3 | $760K | Sell |
4,391
-100
| -2% | -$17.3K | 0.1% | 113 |
|
2024
Q2 | $741K | Buy |
4,491
+33
| +0.7% | +$5.44K | 0.1% | 111 |
|
2024
Q1 | $723K | Sell |
4,458
-334
| -7% | -$54.2K | 0.1% | 109 |
|
2023
Q4 | $702K | Sell |
4,792
-198
| -4% | -$29K | 0.11% | 111 |
|
2023
Q3 | $728K | Buy |
4,990
+35
| +0.7% | +$5.11K | 0.12% | 104 |
|
2023
Q2 | $752K | Sell |
4,955
-10
| -0.2% | -$1.52K | 0.13% | 102 |
|
2023
Q1 | $738K | Buy |
4,965
+283
| +6% | +$42.1K | 0.13% | 103 |
|
2022
Q4 | $710K | Buy |
+4,682
| New | +$710K | 0.14% | 101 |
|