Montag & Caldwell’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
Q2 | $536K | Hold |
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|
2025
Q1 | $573K | Hold |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $500K | Hold |
|
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $465K | Sell |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $541K | Hold |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $515K | Hold |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $523K | Hold |
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|
2018
Q4 | $462K | Hold |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $665K | Sell |
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|
2018
Q1 | $779K | Sell |
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|
2017
Q4 | $939K | Buy |
|
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|
2017
Q3 | $885K | Sell |
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|
2017
Q2 | $865K | Sell |
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|
2017
Q1 | $910K | Sell |
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|
2016
Q4 | $927K | Sell |
|
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $425K | Hold |
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|
2016
Q1 | $414K | Hold |
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|
2015
Q4 | $399K | Hold |
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|
2015
Q3 | $361K | Sell |
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|
2015
Q2 | $397K | Sell |
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|
2015
Q1 | $236M | Sell |
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|
2014
Q4 | $293M | Sell |
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|
2014
Q3 | $304M | Sell |
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|
2014
Q2 | $317M | Sell |
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|
2014
Q1 | $415M | Buy |
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|
2013
Q4 | $402M | Sell |
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|
2013
Q3 | $403M | Sell |
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|
2013
Q2 | $429M | Buy |
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