Mascoma 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 | $328K | Sell |
2,056
-69
| -3% | -$11K | 0.08% | 67 |
|
|
2025
Q1 | $362K | Hold |
2,125
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $356K | Buy |
2,125
+69
| +3% | +$11.6K | 0.09% | 67 |
|
|
2024
Q3 | $356K | Hold |
2,056
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $339K | Buy |
2,056
+518
| +34% | +$85.4K | 0.09% | 69 |
|
|
2024
Q1 | $250K | Sell |
1,538
-27
| -2% | -$4.38K | 0.07% | 86 |
|
|
2023
Q4 | $229K | Sell |
1,565
-30
| -2% | -$4.4K | 0.07% | 93 |
|
|
2023
Q3 | $233K | Buy |
1,595
+30
| +2% | +$4.38K | 0.07% | 93 |
|
|
2023
Q2 | $246K | Sell |
1,565
-1,652
| -51% | -$260K | 0.08% | 90 |
|
|
2023
Q1 | $503K | Buy |
3,217
+930
| +41% | +$145K | 0.15% | 68 |
|
|
2022
Q4 | $347K | Sell |
2,287
-380
| -14% | -$57.6K | 0.11% | 90 |
|
|
2022
Q3 | $337K | Buy |
2,667
+300
| +13% | +$37.9K | 0.12% | 89 |
|
|
2022
Q2 | $340K | Hold |
2,367
| – | – | 0.12% | 90 |
|
|
2022
Q1 | $362K | Buy |
2,367
+611
| +35% | +$93.4K | 0.12% | 87 |
|
|
2021
Q4 | $287K | Sell |
1,756
-2,030
| -54% | -$332K | 0.1% | 89 |
|
|
2021
Q3 | $529K | Sell |
3,786
-234
| -6% | -$32.7K | 0.21% | 58 |
|
|
2021
Q2 | $542K | Hold |
4,020
| – | – | 0.23% | 55 |
|
|
2021
Q1 | $544K | Sell |
4,020
-431
| -10% | -$58.3K | 0.23% | 53 |
|
|
2020
Q4 | $619K | Buy |
+4,451
| New | +$619K | 0.31% | 42 |
|
|
2019
Q3 | $592K | Sell |
4,758
-372
| -7% | -$46.3K | 0.37% | 44 |
|
|
2019
Q2 | $563K | Sell |
5,130
-4,893
| -49% | -$537K | 0.35% | 42 |
|
|
2019
Q1 | $1.04M | Sell |
10,023
-2,081
| -17% | -$217K | 0.7% | 22 |
|
|
2018
Q4 | $1.11M | Buy |
12,104
+4,124
| +52% | +$379K | 0.85% | 20 |
|
|
2018
Q3 | $664K | Buy |
7,980
+1,653
| +26% | +$138K | 0.44% | 31 |
|
|
2018
Q2 | $494K | Buy |
6,327
+2,628
| +71% | +$205K | 0.35% | 38 |
|
|
2018
Q1 | $293K | Buy |
3,699
+1
| +0% | +$79 | 0.19% | 60 |
|
|
2017
Q4 | $312K | Buy |
3,698
+101
| +3% | +$8.52K | 0.19% | 54 |
|
|
2017
Q3 | $327K | Sell |
3,597
-244
| -6% | -$22.2K | 0.22% | 53 |
|
|
2017
Q2 | $335K | Sell |
3,841
-76
| -2% | -$6.63K | 0.23% | 49 |
|
|
2017
Q1 | $352K | Sell |
3,917
-119
| -3% | -$10.7K | 0.25% | 38 |
|
|
2016
Q4 | $339K | Buy |
+4,036
| New | +$339K | 0.25% | 40 |
|