Mutual Advisors’s Procter & Gamble PG Stock Holding History

Mutual Advisors’s Portfolio PG Stock Details PG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.01M	Sell	50,608 -6,407	-11%	-$1.01M	0.2%	104
2025 Q1	$9.18M	Buy	57,015 +5,575	+11%	+$898K	0.26%	69
2024 Q4	$8.26M	Sell	51,440 -2,645	-5%	-$425K	0.24%	77
2024 Q3	$9.17M	Sell	54,085 -1,080	-2%	-$183K	0.27%	67
2024 Q2	$9.37M	Sell	55,165 -747	-1%	-$127K	0.28%	67
2024 Q1	$9.07M	Sell	55,912 -119	-0.2%	-$19.3K	0.29%	65
2023 Q4	$8.21M	Sell	56,031 -97	-0.2%	-$14.2K	0.29%	63
2023 Q3	$8.19M	Buy	56,128 +539	+1%	+$78.6K	0.32%	57
2023 Q2	$8.44M	Buy	55,589 +1,789	+3%	+$271K	0.32%	56
2023 Q1	$8M	Buy	53,800 +1,281	+2%	+$190K	0.33%	59
2022 Q4	$7.96M	Buy	52,519 +379	+0.7%	+$57.4K	0.36%	50
2022 Q3	$6.58M	Buy	52,140 +5,813	+13%	+$734K	0.34%	61
2022 Q2	$6.66M	Buy	46,327 +432	+0.9%	+$62.1K	0.44%	42
2022 Q1	$7.01M	Buy	45,895 +168	+0.4%	+$25.7K	0.39%	49
2021 Q4	$7.48M	Buy	45,727 +639	+1%	+$105K	0.4%	49
2021 Q3	$6.3M	Buy	45,088 +87	+0.2%	+$12.2K	0.37%	54
2021 Q2	$6.07M	Sell	45,001 -2,422	-5%	-$327K	0.36%	61
2021 Q1	$6.42M	Sell	47,423 -1,864	-4%	-$252K	0.44%	48
2020 Q4	$6.86M	Buy	49,287 +4,249	+9%	+$591K	0.51%	34
2020 Q3	$6.26M	Buy	45,038 +1,420	+3%	+$197K	0.54%	33
2020 Q2	$5.22M	Buy	43,618 +5,740	+15%	+$686K	0.51%	33
2020 Q1	$4.17M	Buy	37,878 +2,602	+7%	+$286K	0.57%	37
2019 Q4	$4.41M	Buy	35,276 +3,319	+10%	+$415K	0.47%	43
2019 Q3	$3.98M	Buy	31,957 +4,120	+15%	+$512K	0.53%	40
2019 Q2	$3.05M	Buy	27,837 +818	+3%	+$89.7K	0.4%	51
2019 Q1	$2.81M	Sell	27,019 -1,056	-4%	-$110K	0.42%	50
2018 Q4	$2.58M	Buy	28,075 +1,086	+4%	+$99.8K	0.51%	35
2018 Q3	$2.25M	Buy	26,989 +3,529	+15%	+$294K	0.34%	61
2018 Q2	$1.83M	Buy	23,460 +3,722	+19%	+$290K	0.42%	57
2018 Q1	$1.57M	Buy	19,738 +4,630	+31%	+$367K	0.4%	57
2017 Q4	$1.39M	Buy	+15,108	New	+$1.39M	0.52%	55