McClarren Financial 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 | $937K | Buy |
5,878
+1,627
| +38% | +$259K | 0.61% | 34 |
|
|
2025
Q1 | $827K | Buy |
+4,251
| New | +$827K | 0.55% | 32 |
|
|
2024
Q4 | – | Sell |
-4,050
| Closed | -$3.22K | – | 284 |
|
|
2024
Q3 | $3.22K | Buy |
4,050
+2,896
| +251% | +$2.3K | 0.4% | 26 |
|
|
2024
Q2 | $757K | Sell |
1,154
-3,419
| -75% | -$2.24M | 0.53% | 34 |
|
|
2024
Q1 | $742K | Buy |
4,573
+637
| +16% | +$103K | 0.53% | 36 |
|
|
2023
Q4 | $577K | Buy |
3,936
+15
| +0.4% | +$2.2K | 0.44% | 39 |
|
|
2023
Q3 | $571K | Buy |
3,921
+15
| +0.4% | +$2.18K | 0.5% | 33 |
|
|
2023
Q2 | $592K | Buy |
3,906
+14
| +0.4% | +$2.12K | 0.49% | 34 |
|
|
2023
Q1 | $576K | Buy |
3,892
+14
| +0.4% | +$2.07K | 0.52% | 33 |
|
|
2022
Q4 | $587K | Buy |
3,878
+737
| +23% | +$112K | 0.56% | 31 |
|
|
2022
Q3 | $396K | Buy |
+3,141
| New | +$396K | 0.39% | 43 |
|
|
2022
Q2 | – | Sell |
-2,770
| Closed | -$423K | – | 199 |
|
|
2022
Q1 | $423K | Buy |
2,770
+6
| +0.2% | +$916 | 0.31% | 42 |
|
|
2021
Q4 | $452K | Buy |
2,764
+9
| +0.3% | +$1.47K | 0.31% | 41 |
|
|
2021
Q3 | $385K | Buy |
2,755
+8
| +0.3% | +$1.12K | 0.3% | 38 |
|
|
2021
Q2 | $370K | Buy |
2,747
+1,037
| +61% | +$140K | 0.3% | 38 |
|
|
2021
Q1 | $231K | Buy |
1,710
+2
| +0.1% | +$270 | 0.21% | 44 |
|
|
2020
Q4 | $237K | Buy |
+1,708
| New | +$237K | 0.23% | 40 |
|