Morton Capital Management’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 | $3.57M | Sell |
22,422
-673
| -3% | -$107K | 0.63% | 19 |
|
|
2025
Q1 | $3.94M | Buy |
23,095
+15,580
| +207% | +$2.66M | 0.76% | 15 |
|
|
2024
Q4 | $1.26M | Sell |
7,515
-598
| -7% | -$100K | 0.24% | 41 |
|
|
2024
Q3 | $1.41M | Buy |
8,113
+1,332
| +20% | +$231K | 0.28% | 33 |
|
|
2024
Q2 | $1.12M | Buy |
6,781
+582
| +9% | +$96K | 0.27% | 32 |
|
|
2024
Q1 | $1.01M | Sell |
6,199
-207
| -3% | -$33.6K | 0.27% | 36 |
|
|
2023
Q4 | $939K | Buy |
6,406
+12
| +0.2% | +$1.76K | 0.28% | 36 |
|
|
2023
Q3 | $933K | Buy |
6,394
+59
| +0.9% | +$8.61K | 0.33% | 31 |
|
|
2023
Q2 | $961K | Buy |
6,335
+148
| +2% | +$22.5K | 0.33% | 33 |
|
|
2023
Q1 | $920K | Hold |
6,187
| – | – | 0.33% | 32 |
|
|
2022
Q4 | $938K | Hold |
6,187
| – | – | 0.37% | 29 |
|
|
2022
Q3 | $781K | Hold |
6,187
| – | – | 0.36% | 28 |
|
|
2022
Q2 | $890K | Sell |
6,187
-9
| -0.1% | -$1.29K | 0.39% | 28 |
|
|
2022
Q1 | $947K | Buy |
6,196
+9
| +0.1% | +$1.38K | 0.39% | 23 |
|
|
2021
Q4 | $1.01M | Buy |
+6,187
| New | +$1.01M | 0.41% | 25 |
|