McElhenny Sheffield Capital Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Buy
2025
Q2
$527K Sell
2025
Q1
$564K Sell
2024
Q4
$556K Buy
2024
Q3
$568K Buy
2024
Q2
$541K Buy
2024
Q1
$532K Sell
2023
Q4
$996K Buy
2023
Q3
$475K Sell
2023
Q2
$494K Buy
2023
Q1
$484K Buy
2022
Q4
$479K Hold
2022
Q3
$399K Hold
2022
Q2
$454K Sell
2022
Q1
$483K Buy
2021
Q4
$517K Buy
2021
Q3
$441K Buy