Mount Yale Investment Advisors’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 | $7.08M | Sell |
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|
2025
Q1 | $7.59M | Sell |
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|
2024
Q4 | $7.49M | Buy |
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|
2024
Q3 | $7.25M | Sell |
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|
2024
Q2 | $6.96M | Sell |
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|
2024
Q1 | $7.14M | Buy |
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|
2023
Q4 | $6.39M | Buy |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $5.27M | Sell |
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|
2022
Q2 | $7.24M | Sell |
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|
2022
Q1 | $7.75M | Buy |
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|
2021
Q4 | $7.82M | Buy |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $4.99M | Buy |
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|
2021
Q1 | $4.97M | Sell |
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|
2020
Q4 | $5.11M | Buy |
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|
2020
Q3 | $5.08M | Buy |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $771K | Sell |
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|
2019
Q4 | $912K | Buy |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $502K | Sell |
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|
2019
Q1 | $546K | Sell |
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|
2018
Q4 | $871K | Buy |
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|
2018
Q3 | $509K | Buy |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $262K | Buy |
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