Morris Financial Concepts’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 | $432K | Sell |
2,713
-21
| -0.8% | -$3.35K | 0.17% | 74 |
|
|
2025
Q1 | $466K | Sell |
2,734
-56
| -2% | -$9.54K | 0.2% | 72 |
|
|
2024
Q4 | $468K | Buy |
2,790
+1
| +0% | +$168 | 0.2% | 66 |
|
|
2024
Q3 | $483K | Buy |
2,789
+74
| +3% | +$12.8K | 0.21% | 67 |
|
|
2024
Q2 | $448K | Buy |
2,715
+31
| +1% | +$5.11K | 0.21% | 62 |
|
|
2024
Q1 | $436K | Sell |
2,684
-397
| -13% | -$64.4K | 0.22% | 62 |
|
|
2023
Q4 | $452K | Hold |
3,081
| – | – | 0.26% | 54 |
|
|
2023
Q3 | $449K | Sell |
3,081
-505
| -14% | -$73.7K | 0.3% | 49 |
|
|
2023
Q2 | $544K | Hold |
3,586
| – | – | 0.35% | 41 |
|
|
2023
Q1 | $533K | Sell |
3,586
-152
| -4% | -$22.6K | 0.38% | 42 |
|
|
2022
Q4 | $566K | Sell |
3,738
-6
| -0.2% | -$909 | 0.46% | 38 |
|
|
2022
Q3 | $473K | Sell |
3,744
-1
| -0% | -$126 | 0.49% | 32 |
|
|
2022
Q2 | $538K | Sell |
3,745
-34
| -0.9% | -$4.88K | 0.51% | 33 |
|
|
2022
Q1 | $577K | Buy |
3,779
+114
| +3% | +$17.4K | 0.48% | 33 |
|
|
2021
Q4 | $599K | Buy |
+3,665
| New | +$599K | 0.5% | 31 |
|