Mountain Capital 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 | $375K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $2.02M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $57K | Sell |
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|
2017
Q2 | $57K | Buy |
|