Marcum Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.22M | Sell |
13,021
-438
| -3% | -$74.6K | 0.19% | 57 |
|
|
2024
Q4 | $2.26M | Sell |
13,459
-213
| -2% | -$35.7K | 0.2% | 55 |
|
|
2024
Q3 | $2.37M | Buy |
13,672
+158
| +1% | +$27.4K | 0.22% | 50 |
|
|
2024
Q2 | $2.23M | Sell |
13,514
-747
| -5% | -$123K | 0.22% | 50 |
|
|
2024
Q1 | $2.31M | Sell |
14,261
-103
| -0.7% | -$16.7K | 0.23% | 46 |
|
|
2023
Q4 | $2.1M | Buy |
14,364
+493
| +4% | +$72.2K | 0.22% | 48 |
|
|
2023
Q3 | $2.02M | Sell |
13,871
-900
| -6% | -$131K | 0.24% | 41 |
|
|
2023
Q2 | $2.24M | Buy |
14,771
+338
| +2% | +$51.3K | 0.26% | 37 |
|
|
2023
Q1 | $2.15M | Sell |
14,433
-168
| -1% | -$25K | 0.27% | 37 |
|
|
2022
Q4 | $2.21M | Buy |
14,601
+252
| +2% | +$38.2K | 0.29% | 35 |
|
|
2022
Q3 | $1.81M | Buy |
14,349
+964
| +7% | +$122K | 0.27% | 42 |
|
|
2022
Q2 | $1.93M | Buy |
13,385
+727
| +6% | +$105K | 0.29% | 39 |
|
|
2022
Q1 | $1.93M | Sell |
12,658
-100
| -0.8% | -$15.3K | 0.27% | 43 |
|
|
2021
Q4 | $2.09M | Buy |
12,758
+1,053
| +9% | +$172K | 0.29% | 42 |
|
|
2021
Q3 | $1.64M | Buy |
11,705
+1,824
| +18% | +$255K | 0.26% | 52 |
|
|
2021
Q2 | $1.33M | Sell |
9,881
-455
| -4% | -$61.4K | 0.22% | 62 |
|
|
2021
Q1 | $1.4M | Buy |
10,336
+6,074
| +143% | +$823K | 0.23% | 58 |
|
|
2020
Q4 | $593K | Buy |
4,262
+424
| +11% | +$59K | 0.14% | 55 |
|
|
2020
Q3 | $533K | Sell |
3,838
-169
| -4% | -$23.5K | 0.16% | 44 |
|
|
2020
Q2 | $479K | Buy |
4,007
+341
| +9% | +$40.8K | 0.15% | 55 |
|
|
2020
Q1 | $403K | Buy |
3,666
+116
| +3% | +$12.8K | 0.16% | 47 |
|
|
2019
Q4 | $443K | Buy |
+3,550
| New | +$443K | 0.17% | 52 |
|