Marks Group 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 | $506K | Hold |
3,175
| – | – | 0.05% | 221 |
|
|
2025
Q1 | $541K | Hold |
3,175
| – | – | 0.05% | 233 |
|
|
2024
Q4 | $532K | Hold |
3,175
| – | – | 0.05% | 216 |
|
|
2024
Q3 | $550K | Sell |
3,175
-355
| -10% | -$61.5K | 0.05% | 218 |
|
|
2024
Q2 | $582K | Sell |
3,530
-11,113
| -76% | -$1.83M | 0.06% | 209 |
|
|
2024
Q1 | $2.38M | Sell |
14,643
-836
| -5% | -$136K | 0.25% | 108 |
|
|
2023
Q4 | $2.27M | Sell |
15,479
-1,498
| -9% | -$220K | 0.26% | 110 |
|
|
2023
Q3 | $2.48M | Sell |
16,977
-4,839
| -22% | -$706K | 0.31% | 102 |
|
|
2023
Q2 | $3.31M | Buy |
21,816
+63
| +0.3% | +$9.56K | 0.39% | 90 |
|
|
2023
Q1 | $3.23M | Buy |
21,753
+2,710
| +14% | +$403K | 0.41% | 85 |
|
|
2022
Q4 | $2.89M | Buy |
19,043
+1,939
| +11% | +$294K | 0.39% | 89 |
|
|
2022
Q3 | $2.16M | Buy |
17,104
+2,046
| +14% | +$258K | 0.33% | 97 |
|
|
2022
Q2 | $2.17M | Buy |
15,058
+2,840
| +23% | +$408K | 0.31% | 97 |
|
|
2022
Q1 | $1.87M | Buy |
12,218
+3,193
| +35% | +$488K | 0.23% | 109 |
|
|
2021
Q4 | $1.48M | Buy |
9,025
+2,022
| +29% | +$331K | 0.18% | 128 |
|
|
2021
Q3 | $985K | Buy |
7,003
+13
| +0.2% | +$1.83K | 0.13% | 152 |
|
|
2021
Q2 | $949K | Buy |
6,990
+271
| +4% | +$36.8K | 0.13% | 145 |
|
|
2021
Q1 | $916K | Buy |
6,719
+315
| +5% | +$42.9K | 0.14% | 142 |
|
|
2020
Q4 | $891K | Buy |
6,404
+1,080
| +20% | +$150K | 0.14% | 145 |
|
|
2020
Q3 | $740K | Buy |
5,324
+14
| +0.3% | +$1.95K | 0.13% | 146 |
|
|
2020
Q2 | $639K | Buy |
5,310
+905
| +21% | +$109K | 0.13% | 140 |
|
|
2020
Q1 | $486K | Sell |
4,405
-372
| -8% | -$41K | 0.13% | 148 |
|
|
2019
Q4 | $597K | Buy |
+4,777
| New | +$597K | 0.12% | 157 |
|