Mark Sheptoff Financial Planning’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 | $938K | Sell |
5,887
-100
| -2% | -$15.9K | 0.5% | 35 |
|
|
2025
Q1 | $1.02M | Sell |
5,987
-300
| -5% | -$51.1K | 0.56% | 34 |
|
|
2024
Q4 | $1.05M | Sell |
6,287
-85
| -1% | -$14.3K | 0.57% | 35 |
|
|
2024
Q3 | $1.1M | Sell |
6,372
-300
| -4% | -$52K | 0.59% | 33 |
|
|
2024
Q2 | $1.1M | Hold |
6,672
| – | – | 0.62% | 35 |
|
|
2024
Q1 | $1.08M | Sell |
6,672
-100
| -1% | -$16.2K | 0.6% | 36 |
|
|
2023
Q4 | $992K | Sell |
6,772
-20
| -0.3% | -$2.93K | 0.6% | 30 |
|
|
2023
Q3 | $991K | Sell |
6,792
-50
| -0.7% | -$7.29K | 0.64% | 28 |
|
|
2023
Q2 | $1.04M | Sell |
6,842
-350
| -5% | -$53.1K | 0.59% | 32 |
|
|
2023
Q1 | $1.07M | Sell |
7,192
-49
| -0.7% | -$7.29K | 0.62% | 34 |
|
|
2022
Q4 | $1.1M | Sell |
7,241
-1,093
| -13% | -$166K | 0.64% | 34 |
|
|
2022
Q3 | $1.05M | Hold |
8,334
| – | – | 0.64% | 30 |
|
|
2022
Q2 | $1.2M | Buy |
8,334
+71
| +0.9% | +$10.2K | 0.69% | 32 |
|
|
2022
Q1 | $1.26M | Sell |
8,263
-2,384
| -22% | -$364K | 0.64% | 33 |
|
|
2021
Q4 | $1.74M | Sell |
10,647
-79
| -0.7% | -$12.9K | 0.83% | 25 |
|
|
2021
Q3 | $1.5M | Sell |
10,726
-1,949
| -15% | -$272K | 0.83% | 24 |
|
|
2021
Q2 | $1.71M | Buy |
12,675
+2,246
| +22% | +$303K | 0.92% | 24 |
|
|
2021
Q1 | $1.41M | Hold |
10,429
| – | – | 0.81% | 28 |
|
|
2020
Q4 | $1.45M | Buy |
10,429
+1,205
| +13% | +$168K | 0.83% | 28 |
|
|
2020
Q3 | $1.28M | Buy |
9,224
+645
| +8% | +$89.6K | 0.79% | 31 |
|
|
2020
Q2 | $1.03M | Sell |
8,579
-268
| -3% | -$32.1K | 0.67% | 36 |
|
|
2020
Q1 | $973K | Hold |
8,847
| – | – | 0.74% | 33 |
|
|
2019
Q4 | $1.11M | Sell |
8,847
-50
| -0.6% | -$6.25K | 0.7% | 36 |
|
|
2019
Q3 | $1.11M | Buy |
8,897
+3,299
| +59% | +$410K | 0.75% | 34 |
|
|
2019
Q2 | $614K | Hold |
5,598
| – | – | 0.42% | 46 |
|
|
2019
Q1 | $582K | Buy |
5,598
+100
| +2% | +$10.4K | 0.42% | 49 |
|
|
2018
Q4 | $505K | Hold |
5,498
| – | – | 0.42% | 47 |
|
|
2018
Q3 | $458K | Sell |
5,498
-1,072
| -16% | -$89.3K | 0.31% | 66 |
|
|
2018
Q2 | $513K | Sell |
6,570
-3,493
| -35% | -$273K | 0.38% | 61 |
|
|
2018
Q1 | $798K | Buy |
10,063
+137
| +1% | +$10.9K | 0.55% | 46 |
|
|
2017
Q4 | $912K | Sell |
9,926
-100
| -1% | -$9.19K | 0.59% | 50 |
|
|
2017
Q3 | $912K | Sell |
10,026
-100
| -1% | -$9.1K | 0.61% | 45 |
|
|
2017
Q2 | $882K | Sell |
10,126
-1
| -0% | -$87 | 0.61% | 48 |
|
|
2017
Q1 | $910K | Buy |
10,127
+901
| +10% | +$81K | 0.65% | 43 |
|
|
2016
Q4 | $776K | Buy |
9,226
+275
| +3% | +$23.1K | 0.58% | 48 |
|
|
2016
Q3 | $803K | Hold |
8,951
| – | – | 0.6% | 45 |
|
|
2016
Q2 | $758K | Sell |
8,951
-297
| -3% | -$25.2K | 0.57% | 46 |
|
|
2016
Q1 | $761K | Sell |
9,248
-100
| -1% | -$8.23K | 0.62% | 43 |
|
|
2015
Q4 | $742K | Hold |
9,348
| – | – | 0.6% | 45 |
|
|
2015
Q3 | $672K | Buy |
9,348
+135
| +1% | +$9.71K | 0.59% | 46 |
|
|
2015
Q2 | $721K | Buy |
9,213
+815
| +10% | +$63.8K | 0.58% | 50 |
|
|
2015
Q1 | $688K | Sell |
8,398
-1,000
| -11% | -$81.9K | 0.57% | 49 |
|
|
2014
Q4 | $856K | Hold |
9,398
| – | – | 0.76% | 42 |
|
|
2014
Q3 | $787K | Sell |
9,398
-500
| -5% | -$41.9K | 0.7% | 43 |
|
|
2014
Q2 | $778K | Sell |
9,898
-300
| -3% | -$23.6K | 0.67% | 44 |
|
|
2014
Q1 | $822K | Buy |
+10,198
| New | +$822K | 0.73% | 40 |
|