Lorne Steinberg 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 | $407K | Hold |
2,555
| – | – | 0.11% | 62 |
|
|
2025
Q1 | $435K | Buy |
2,555
+158
| +7% | +$26.9K | 0.13% | 61 |
|
|
2024
Q4 | $402K | Sell |
2,397
-125
| -5% | -$21K | 0.12% | 59 |
|
|
2024
Q3 | $437K | Hold |
2,522
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $416K | Sell |
2,522
-686
| -21% | -$113K | 0.13% | 61 |
|
|
2024
Q1 | $520K | Buy |
3,208
+34
| +1% | +$5.52K | 0.16% | 60 |
|
|
2023
Q4 | $465K | Sell |
3,174
-150
| -5% | -$22K | 0.16% | 61 |
|
|
2023
Q3 | $485K | Hold |
3,324
| – | – | 0.19% | 59 |
|
|
2023
Q2 | $504K | Hold |
3,324
| – | – | 0.19% | 56 |
|
|
2023
Q1 | $494K | Hold |
3,324
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $504K | Sell |
3,324
-72
| -2% | -$10.9K | 0.22% | 57 |
|
|
2022
Q3 | $429K | Buy |
3,396
+66
| +2% | +$8.34K | 0.21% | 53 |
|
|
2022
Q2 | $479K | Sell |
3,330
-500
| -13% | -$71.9K | 0.23% | 52 |
|
|
2022
Q1 | $585K | Buy |
3,830
+500
| +15% | +$76.4K | 0.27% | 49 |
|
|
2021
Q4 | $545K | Sell |
3,330
-450
| -12% | -$73.6K | 0.23% | 49 |
|
|
2021
Q3 | $528K | Sell |
3,780
-200
| -5% | -$27.9K | 0.26% | 50 |
|
|
2021
Q2 | $537K | Hold |
3,980
| – | – | 0.26% | 49 |
|
|
2021
Q1 | $539K | Hold |
3,980
| – | – | 0.29% | 48 |
|
|
2020
Q4 | $556K | Buy |
+3,980
| New | +$556K | 0.35% | 48 |
|