Mezzasalma 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 | $333K | Sell |
2,088
-600
| -22% | -$95.6K | 0.1% | 112 |
|
|
2025
Q1 | $458K | Hold |
2,688
| – | – | 0.16% | 83 |
|
|
2024
Q4 | $451K | Buy |
2,688
+1,008
| +60% | +$169K | 0.15% | 81 |
|
|
2024
Q3 | $291K | Hold |
1,680
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $277K | Sell |
1,680
-528
| -24% | -$87.1K | 0.12% | 61 |
|
|
2024
Q1 | $358K | Sell |
2,208
-170
| -7% | -$27.6K | 0.17% | 65 |
|
|
2023
Q4 | $348K | Sell |
2,378
-211
| -8% | -$30.9K | 0.19% | 60 |
|
|
2023
Q3 | $378K | Hold |
2,589
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $393K | Buy |
2,589
+141
| +6% | +$21.4K | 0.24% | 55 |
|
|
2023
Q1 | $364K | Sell |
2,448
-110
| -4% | -$16.4K | 0.26% | 55 |
|
|
2022
Q4 | $388K | Sell |
2,558
-40
| -2% | -$6.06K | 0.34% | 49 |
|
|
2022
Q3 | $328K | Hold |
2,598
| – | – | 0.26% | 53 |
|
|
2022
Q2 | $374K | Hold |
2,598
| – | – | 0.32% | 52 |
|
|
2022
Q1 | $397K | Hold |
2,598
| – | – | 0.25% | 52 |
|
|
2021
Q4 | $425K | Sell |
2,598
-227
| -8% | -$37.1K | 0.23% | 57 |
|
|
2021
Q3 | $395K | Hold |
2,825
| – | – | 0.22% | 55 |
|
|
2021
Q2 | $381K | Sell |
2,825
-60
| -2% | -$8.09K | 0.21% | 59 |
|
|
2021
Q1 | $391K | Hold |
2,885
| – | – | 0.25% | 54 |
|
|
2020
Q4 | $401K | Buy |
+2,885
| New | +$401K | 0.26% | 54 |
|