Morton Capital Management’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
Q3 | $3.37M | Sell |
|
|||||
|
2025
Q2 | $3.57M | Sell |
|
|||||
|
2025
Q1 | $3.94M | Buy |
|
|||||
|
2024
Q4 | $1.26M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $1.12M | Buy |
|
|||||
|
2024
Q1 | $1.01M | Sell |
|
|||||
|
2023
Q4 | $939K | Buy |
|
|||||
|
2023
Q3 | $933K | Buy |
|
|||||
|
2023
Q2 | $961K | Buy |
|
|||||
|
2023
Q1 | $920K | Hold |
|
|||||
|
2022
Q4 | $938K | Hold |
|
|||||
|
2022
Q3 | $781K | Hold |
|
|||||
|
2022
Q2 | $890K | Sell |
|
|||||
|
2022
Q1 | $947K | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|