McNamara Financial Services’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 | $485K | Hold |
3,045
| – | – | 0.1% | 56 |
|
|
2025
Q1 | $519K | Buy |
3,045
+837
| +38% | +$143K | 0.11% | 52 |
|
|
2024
Q4 | $370K | Sell |
2,208
-920
| -29% | -$154K | 0.09% | 49 |
|
|
2024
Q3 | $542K | Buy |
3,128
+700
| +29% | +$121K | 0.11% | 43 |
|
|
2024
Q2 | $400K | Hold |
2,428
| – | – | 0.08% | 51 |
|
|
2024
Q1 | $394K | Hold |
2,428
| – | – | 0.08% | 50 |
|
|
2023
Q4 | $356K | Sell |
2,428
-33
| -1% | -$4.84K | 0.08% | 52 |
|
|
2023
Q3 | $359K | Hold |
2,461
| – | – | 0.09% | 50 |
|
|
2023
Q2 | $364K | Hold |
2,461
| – | – | 0.09% | 51 |
|
|
2023
Q1 | $366K | Hold |
2,461
| – | – | 0.09% | 50 |
|
|
2022
Q4 | $373K | Hold |
2,461
| – | – | 0.1% | 47 |
|
|
2022
Q3 | $311K | Buy |
2,461
+375
| +18% | +$47.4K | 0.09% | 48 |
|
|
2022
Q2 | $300K | Hold |
2,086
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $319K | Sell |
2,086
-21
| -1% | -$3.21K | 0.09% | 48 |
|
|
2021
Q4 | $345K | Hold |
2,107
| – | – | 0.09% | 46 |
|
|
2021
Q3 | $295K | Sell |
2,107
-143
| -6% | -$20K | 0.08% | 47 |
|
|
2021
Q2 | $304K | Hold |
2,250
| – | – | 0.08% | 47 |
|
|
2021
Q1 | $313K | Sell |
2,250
-30
| -1% | -$4.17K | 0.1% | 38 |
|
|
2020
Q4 | $317K | Hold |
2,280
| – | – | 0.11% | 33 |
|
|
2020
Q3 | $317K | Sell |
2,280
-387
| -15% | -$53.8K | 0.11% | 33 |
|
|
2020
Q2 | $319K | Hold |
2,667
| – | – | 0.11% | 35 |
|
|
2020
Q1 | $293K | Hold |
2,667
| – | – | 0.12% | 31 |
|
|
2019
Q4 | $333K | Sell |
2,667
-1,540
| -37% | -$192K | 0.12% | 33 |
|
|
2019
Q3 | $461K | Sell |
4,207
-160
| -4% | -$17.5K | 0.19% | 28 |
|
|
2019
Q2 | $454K | Buy |
4,367
+131
| +3% | +$13.6K | 0.19% | 28 |
|
|
2019
Q1 | $389K | Sell |
4,236
-200
| -5% | -$18.4K | 0.18% | 29 |
|
|
2018
Q4 | $369K | Hold |
4,436
| – | – | 0.16% | 31 |
|
|
2018
Q3 | $369K | Hold |
4,436
| – | – | 0.16% | 31 |
|
|
2018
Q2 | $346K | Buy |
4,436
+300
| +7% | +$23.4K | 0.15% | 30 |
|
|
2018
Q1 | $328K | Buy |
4,136
+300
| +8% | +$23.8K | 0.15% | 29 |
|
|
2017
Q4 | $352K | Sell |
3,836
-212
| -5% | -$19.5K | 0.16% | 29 |
|
|
2017
Q3 | $368K | Buy |
4,048
+1,354
| +50% | +$123K | 0.18% | 22 |
|
|
2017
Q2 | $235K | Sell |
2,694
-114
| -4% | -$9.94K | 0.12% | 28 |
|
|
2017
Q1 | $252K | Buy |
2,808
+303
| +12% | +$27.2K | 0.13% | 29 |
|
|
2016
Q4 | $211K | Hold |
2,505
| – | – | 0.12% | 32 |
|
|
2016
Q3 | $225K | Buy |
2,505
+122
| +5% | +$11K | 0.13% | 29 |
|
|
2016
Q2 | $202K | Sell |
2,383
-98
| -4% | -$8.31K | 0.12% | 33 |
|
|
2016
Q1 | $204K | Buy |
+2,481
| New | +$204K | 0.12% | 36 |
|
|
2015
Q1 | – | Sell |
-120
| Closed | -$11K | – | 135 |
|
|
2014
Q4 | $11K | Buy |
+120
| New | +$11K | 0.01% | 141 |
|