Measured Wealth Private Client Group’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 | $278K | Buy |
1,746
+222
| +15% | +$35.4K | 0.08% | 150 |
|
|
2025
Q1 | $260K | Sell |
1,524
-372
| -20% | -$63.4K | 0.08% | 144 |
|
|
2024
Q4 | $318K | Sell |
1,896
-67
| -3% | -$11.2K | 0.1% | 131 |
|
|
2024
Q3 | $340K | Sell |
1,963
-140
| -7% | -$24.2K | 0.11% | 122 |
|
|
2024
Q2 | $347K | Buy |
2,103
+4
| +0.2% | +$660 | 0.12% | 133 |
|
|
2024
Q1 | $341K | Hold |
2,099
| – | – | 0.12% | 132 |
|
|
2023
Q4 | $308K | Hold |
2,099
| – | – | 0.11% | 131 |
|
|
2023
Q3 | $306K | Sell |
2,099
-243
| -10% | -$35.4K | 0.12% | 120 |
|
|
2023
Q2 | $355K | Buy |
2,342
+65
| +3% | +$9.86K | 0.14% | 125 |
|
|
2023
Q1 | $339K | Sell |
2,277
-197
| -8% | -$29.3K | 0.13% | 120 |
|
|
2022
Q4 | $375K | Buy |
2,474
+40
| +2% | +$6.06K | 0.15% | 92 |
|
|
2022
Q3 | $307K | Hold |
2,434
| – | – | 0.14% | 103 |
|
|
2022
Q2 | $350K | Buy |
2,434
+60
| +3% | +$8.63K | 0.15% | 99 |
|
|
2022
Q1 | $363K | Sell |
2,374
-118
| -5% | -$18K | 0.13% | 94 |
|
|
2021
Q4 | $408K | Hold |
2,492
| – | – | 0.14% | 91 |
|
|
2021
Q3 | $348K | Sell |
2,492
-34
| -1% | -$4.75K | 0.13% | 101 |
|
|
2021
Q2 | $341K | Buy |
2,526
+3
| +0.1% | +$405 | 0.11% | 124 |
|
|
2021
Q1 | $342K | Hold |
2,523
| – | – | 0.12% | 102 |
|
|
2020
Q4 | $351K | Sell |
2,523
-610
| -19% | -$84.9K | 0.15% | 82 |
|
|
2020
Q3 | $435K | Buy |
3,133
+719
| +30% | +$99.8K | 0.21% | 67 |
|
|
2020
Q2 | $289K | Sell |
2,414
-375
| -13% | -$44.9K | 0.17% | 76 |
|
|
2020
Q1 | $307K | Buy |
+2,789
| New | +$307K | 0.24% | 59 |
|
|
2019
Q4 | – | Sell |
-2,540
| Closed | -$316K | – | 129 |
|
|
2019
Q3 | $316K | Sell |
2,540
-1,682
| -40% | -$209K | 0.2% | 78 |
|
|
2019
Q2 | $463K | Sell |
4,222
-4,946
| -54% | -$542K | 0.27% | 72 |
|
|
2019
Q1 | $954K | Buy |
9,168
+2,733
| +42% | +$284K | 0.59% | 34 |
|
|
2018
Q4 | $592K | Sell |
6,435
-2,806
| -30% | -$258K | 0.54% | 33 |
|
|
2018
Q3 | $768K | Hold |
9,241
| – | – | 0.46% | 33 |
|
|
2018
Q2 | $721K | Buy |
+9,241
| New | +$721K | 0.59% | 30 |
|
|
2017
Q3 | $781K | Buy |
+8,586
| New | +$781K | 1.07% | 24 |
|