McLean Asset 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 | $428K | Buy |
2,657
+76
| +3% | +$12.3K | 0.11% | 91 |
|
|
2025
Q1 | $409K | Sell |
2,581
-148
| -5% | -$23.4K | 0.14% | 85 |
|
|
2024
Q4 | $458K | Buy |
2,729
+295
| +12% | +$49.5K | 0.14% | 81 |
|
|
2024
Q3 | $411K | Buy |
2,434
+13
| +0.5% | +$2.2K | 0.12% | 83 |
|
|
2024
Q2 | $404K | Buy |
2,421
+153
| +7% | +$25.5K | 0.13% | 84 |
|
|
2024
Q1 | $355K | Sell |
2,268
-23
| -1% | -$3.6K | 0.12% | 93 |
|
|
2023
Q4 | $338K | Sell |
2,291
-168
| -7% | -$24.8K | 0.13% | 87 |
|
|
2023
Q3 | $356K | Buy |
2,459
+57
| +2% | +$8.25K | 0.15% | 82 |
|
|
2023
Q2 | $365K | Buy |
2,402
+38
| +2% | +$5.77K | 0.14% | 86 |
|
|
2023
Q1 | $352K | Sell |
2,364
-402
| -15% | -$59.8K | 0.14% | 85 |
|
|
2022
Q4 | $419K | Buy |
2,766
+323
| +13% | +$49K | 0.14% | 73 |
|
|
2022
Q3 | $304K | Sell |
2,443
-10
| -0.4% | -$1.24K | 0.12% | 89 |
|
|
2022
Q2 | $358K | Buy |
2,453
+22
| +0.9% | +$3.21K | 0.14% | 75 |
|
|
2022
Q1 | $371K | Buy |
2,431
+154
| +7% | +$23.5K | 0.27% | 71 |
|
|
2021
Q4 | $362K | Sell |
2,277
-66
| -3% | -$10.5K | 0.14% | 76 |
|
|
2021
Q3 | $335K | Buy |
2,343
+161
| +7% | +$23K | 0.13% | 85 |
|
|
2021
Q2 | $307K | Buy |
2,182
+29
| +1% | +$4.08K | 0.14% | 74 |
|
|
2021
Q1 | $282K | Hold |
2,153
| – | – | 0.22% | 76 |
|
|
2020
Q4 | $300K | Buy |
+2,153
| New | +$300K | 0.26% | 63 |
|