MCIA
Mountain Capital Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
2,327
+9
| +0.4% | +$1.45K | 0.07% | 39 |
|
|
2025
Q1 | $370K | Buy |
+2,318
| New | +$370K | 0.08% | 36 |
|
|
2024
Q1 | – | Sell |
-5,943
| Closed | -$884K | – | 66 |
|
|
2023
Q4 | $884K | Sell |
5,943
-6
| -0.1% | -$892 | 0.3% | 26 |
|
|
2023
Q3 | $901K | Sell |
5,949
-5,469
| -48% | -$828K | 0.34% | 23 |
|
|
2023
Q2 | $1.75M | Sell |
11,418
-3,841
| -25% | -$589K | 0.66% | 23 |
|
|
2023
Q1 | $2.32M | Sell |
15,259
-468
| -3% | -$71K | 1.02% | 22 |
|
|
2022
Q4 | $2.39M | Buy |
15,727
+2,944
| +23% | +$447K | 1.09% | 25 |
|
|
2022
Q3 | $1.66M | Sell |
12,783
-226
| -2% | -$29.3K | 0.87% | 33 |
|
|
2022
Q2 | $1.9M | Buy |
13,009
+960
| +8% | +$140K | 0.95% | 25 |
|
|
2022
Q1 | $1.92M | Sell |
12,049
-566
| -4% | -$90.3K | 0.91% | 29 |
|
|
2021
Q4 | $2M | Buy |
12,615
+3,421
| +37% | +$543K | 0.91% | 24 |
|
|
2021
Q3 | $1.3M | Buy |
9,194
+424
| +5% | +$60.1K | 0.69% | 42 |
|
|
2021
Q2 | $1.2M | Sell |
8,770
-1,317
| -13% | -$180K | 0.55% | 49 |
|
|
2021
Q1 | $1.36M | Sell |
10,087
-1,498
| -13% | -$202K | 0.68% | 44 |
|
|
2020
Q4 | $1.6M | Sell |
11,585
-2,414
| -17% | -$333K | 0.96% | 25 |
|
|
2020
Q3 | $2.02M | Buy |
+13,999
| New | +$2.02M | 1.31% | 22 |
|
|
2017
Q4 | – | Sell |
-627
| Closed | -$57K | – | 321 |
|
|
2017
Q3 | $57K | Sell |
627
-24
| -4% | -$2.18K | 0.05% | 106 |
|
|
2017
Q2 | $57K | Buy |
+651
| New | +$57K | 0.06% | 121 |
|