Market Street Wealth Management Advisors’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 | $451K | Sell |
2,829
-230
| -8% | -$36.6K | 0.07% | 73 |
|
|
2025
Q1 | $521K | Buy |
3,059
+116
| +4% | +$19.8K | 0.09% | 67 |
|
|
2024
Q4 | $493K | Buy |
2,943
+53
| +2% | +$8.89K | 0.08% | 70 |
|
|
2024
Q3 | $501K | Buy |
2,890
+76
| +3% | +$13.2K | 0.08% | 70 |
|
|
2024
Q2 | $464K | Buy |
2,814
+32
| +1% | +$5.28K | 0.08% | 70 |
|
|
2024
Q1 | $451K | Buy |
2,782
+29
| +1% | +$4.71K | 0.08% | 76 |
|
|
2023
Q4 | $403K | Sell |
2,753
-13
| -0.5% | -$1.91K | 0.08% | 82 |
|
|
2023
Q3 | $403K | Buy |
2,766
+13
| +0.5% | +$1.9K | 0.1% | 76 |
|
|
2023
Q2 | $418K | Hold |
2,753
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $409K | Sell |
2,753
-14
| -0.5% | -$2.08K | 0.11% | 79 |
|
|
2022
Q4 | $419K | Buy |
2,767
+111
| +4% | +$16.8K | 0.12% | 75 |
|
|
2022
Q3 | $335K | Hold |
2,656
| – | – | 0.11% | 77 |
|
|
2022
Q2 | $382K | Sell |
2,656
-202
| -7% | -$29.1K | 0.12% | 70 |
|
|
2022
Q1 | $437K | Buy |
2,858
+160
| +6% | +$24.5K | 0.15% | 60 |
|
|
2021
Q4 | $441K | Sell |
2,698
-19
| -0.7% | -$3.11K | 0.14% | 58 |
|
|
2021
Q3 | $380K | Buy |
2,717
+19
| +0.7% | +$2.66K | 0.15% | 56 |
|
|
2021
Q2 | $364K | Sell |
2,698
-8
| -0.3% | -$1.08K | 0.16% | 53 |
|
|
2021
Q1 | $366K | Sell |
2,706
-80
| -3% | -$10.8K | 0.22% | 49 |
|
|
2020
Q4 | $388K | Hold |
2,786
| – | – | 0.3% | 36 |
|
|
2020
Q3 | $387K | Hold |
2,786
| – | – | 0.35% | 37 |
|
|
2020
Q2 | $333K | Sell |
2,786
-28
| -1% | -$3.35K | 0.3% | 39 |
|
|
2020
Q1 | $310K | Sell |
2,814
-66
| -2% | -$7.27K | 0.33% | 37 |
|
|
2019
Q4 | $360K | Sell |
2,880
-8
| -0.3% | -$1K | 0.33% | 34 |
|
|
2019
Q3 | $359K | Hold |
2,888
| – | – | 0.35% | 34 |
|
|
2019
Q2 | $348K | Sell |
2,888
-99
| -3% | -$11.9K | 0.34% | 32 |
|
|
2019
Q1 | $311K | Hold |
2,987
| – | – | 0.31% | 31 |
|
|
2018
Q4 | $275K | Buy |
+2,987
| New | +$275K | 0.31% | 30 |
|