MPS Loria Financial Planners’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 | $532K | Buy |
3,337
+16
| +0.5% | +$2.55K | 0.16% | 43 |
|
|
2025
Q1 | $566K | Buy |
3,321
+43
| +1% | +$7.33K | 0.17% | 38 |
|
|
2024
Q4 | $550K | Buy |
3,278
+10
| +0.3% | +$1.68K | 0.16% | 37 |
|
|
2024
Q3 | $566K | Sell |
3,268
-56
| -2% | -$9.7K | 0.17% | 36 |
|
|
2024
Q2 | $548K | Buy |
3,324
+9
| +0.3% | +$1.48K | 0.18% | 35 |
|
|
2024
Q1 | $538K | Sell |
3,315
-123
| -4% | -$20K | 0.18% | 39 |
|
|
2023
Q4 | $504K | Buy |
3,438
+10
| +0.3% | +$1.47K | 0.18% | 39 |
|
|
2023
Q3 | $500K | Sell |
3,428
-66
| -2% | -$9.63K | 0.2% | 37 |
|
|
2023
Q2 | $530K | Buy |
3,494
+2
| +0.1% | +$303 | 0.2% | 37 |
|
|
2023
Q1 | $519K | Buy |
3,492
+96
| +3% | +$14.3K | 0.21% | 36 |
|
|
2022
Q4 | $515K | Sell |
3,396
-83
| -2% | -$12.6K | 0.23% | 36 |
|
|
2022
Q3 | $439K | Buy |
3,479
+93
| +3% | +$11.7K | 0.17% | 40 |
|
|
2022
Q2 | $486K | Buy |
3,386
+3
| +0.1% | +$431 | 0.22% | 39 |
|
|
2022
Q1 | $517K | Buy |
3,383
+102
| +3% | +$15.6K | 0.22% | 42 |
|
|
2021
Q4 | $536K | Buy |
3,281
+2
| +0.1% | +$327 | 0.22% | 41 |
|
|
2021
Q3 | $458K | Buy |
3,279
+2
| +0.1% | +$279 | 0.21% | 39 |
|
|
2021
Q2 | $442K | Sell |
3,277
-238
| -7% | -$32.1K | 0.2% | 40 |
|
|
2021
Q1 | $476K | Buy |
3,515
+3
| +0.1% | +$406 | 0.22% | 37 |
|
|
2020
Q4 | $484K | Buy |
3,512
+379
| +12% | +$52.2K | 0.22% | 37 |
|
|
2020
Q3 | $435K | Buy |
3,133
+79
| +3% | +$11K | 0.23% | 33 |
|
|
2020
Q2 | $365K | Buy |
3,054
+180
| +6% | +$21.5K | 0.2% | 38 |
|
|
2020
Q1 | $316K | Buy |
2,874
+3
| +0.1% | +$330 | 0.24% | 40 |
|
|
2019
Q4 | $358K | Buy |
2,871
+4
| +0.1% | +$499 | 0.21% | 44 |
|
|
2019
Q3 | $356K | Buy |
2,867
+4
| +0.1% | +$497 | 0.23% | 40 |
|
|
2019
Q2 | $314K | Buy |
2,863
+3
| +0.1% | +$329 | 0.2% | 49 |
|
|
2019
Q1 | $298K | Buy |
2,860
+5
| +0.2% | +$521 | 0.2% | 48 |
|
|
2018
Q4 | $262K | Buy |
2,855
+8
| +0.3% | +$734 | 0.19% | 55 |
|
|
2018
Q3 | $237K | Sell |
2,847
-692
| -20% | -$57.6K | 0.15% | 62 |
|
|
2018
Q2 | $276K | Sell |
3,539
-99
| -3% | -$7.72K | 0.28% | 55 |
|
|
2018
Q1 | $288K | Buy |
3,638
+14
| +0.4% | +$1.11K | 0.2% | 53 |
|
|
2017
Q4 | $333K | Buy |
3,624
+113
| +3% | +$10.4K | 0.23% | 53 |
|
|
2017
Q3 | $319K | Sell |
3,511
-1,188
| -25% | -$108K | 0.23% | 50 |
|
|
2017
Q2 | $433K | Buy |
+4,699
| New | +$433K | 0.29% | 39 |
|