MFGM
Marshall Financial Group (Maryland)’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
23,976
+3,469
| +17% | +$557K | 0.75% | 23 |
|
|
2025
Q1 | $3.49M | Buy |
20,507
+550
| +3% | +$93.7K | 0.76% | 23 |
|
|
2024
Q4 | $3.35M | Sell |
19,957
-10,157
| -34% | -$1.7M | 0.81% | 22 |
|
|
2024
Q3 | $5.22M | Buy |
30,114
+3,896
| +15% | +$675K | 1.25% | 15 |
|
|
2024
Q2 | $4.32M | Buy |
26,218
+374
| +1% | +$61.7K | 1.21% | 15 |
|
|
2024
Q1 | $4.19M | Buy |
25,844
+1,074
| +4% | +$174K | 1.21% | 13 |
|
|
2023
Q4 | $3.63M | Buy |
24,770
+690
| +3% | +$101K | 1.17% | 17 |
|
|
2023
Q3 | $3.51M | Sell |
24,080
-262
| -1% | -$38.2K | 1.27% | 17 |
|
|
2023
Q2 | $3.69M | Buy |
24,342
+315
| +1% | +$47.8K | 1.26% | 16 |
|
|
2023
Q1 | $3.57M | Sell |
24,027
-1,918
| -7% | -$285K | 1.28% | 14 |
|
|
2022
Q4 | $3.93M | Buy |
25,945
+4,781
| +23% | +$725K | 1.53% | 10 |
|
|
2022
Q3 | $2.67M | Buy |
21,164
+513
| +2% | +$64.8K | 1.13% | 13 |
|
|
2022
Q2 | $2.97M | Buy |
20,651
+7,884
| +62% | +$1.13M | 1.19% | 12 |
|
|
2022
Q1 | $1.95M | Sell |
12,767
-70
| -0.5% | -$10.7K | 0.8% | 24 |
|
|
2021
Q4 | $2.1M | Buy |
12,837
+7,123
| +125% | +$1.17M | 0.77% | 22 |
|
|
2021
Q3 | $799K | Buy |
5,714
+897
| +19% | +$125K | 0.41% | 83 |
|
|
2021
Q2 | $650K | Buy |
4,817
+722
| +18% | +$97.4K | 0.35% | 104 |
|
|
2021
Q1 | $555K | Sell |
4,095
-128
| -3% | -$17.3K | 0.33% | 93 |
|
|
2020
Q4 | $588K | Buy |
+4,223
| New | +$588K | 0.38% | 85 |
|