LAM
Lummis Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
6,700
| – | – | 0.67% | 34 |
|
|
2025
Q1 | $1.09M | Buy |
6,700
+6,407
| +2,187% | +$1.04M | 0.76% | 33 |
|
|
2024
Q4 | $49.1K | Hold |
293
| – | – | 0.06% | 61 |
|
|
2024
Q3 | $50.7K | Hold |
293
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $48.3K | Hold |
293
| – | – | 0.06% | 59 |
|
|
2024
Q1 | $47.5K | Sell |
293
-6,407
| -96% | -$1.04M | 0.06% | 58 |
|
|
2023
Q4 | $982K | Buy |
+6,700
| New | +$982K | 0.75% | 33 |
|