NewEdge Wealth’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 | $11M | Buy |
71,952
+1,734
| +2% | +$266K | 0.17% | 110 |
|
|
2025
Q1 | $12M | Sell |
70,218
-1,625
| -2% | -$277K | 0.22% | 98 |
|
|
2024
Q4 | $12M | Buy |
71,843
+6,432
| +10% | +$1.08M | 0.21% | 105 |
|
|
2024
Q3 | $11.3M | Buy |
65,411
+1,699
| +3% | +$294K | 0.2% | 107 |
|
|
2024
Q2 | $10.5M | Sell |
63,712
-2,411
| -4% | -$398K | 0.23% | 105 |
|
|
2024
Q1 | $10.8M | Sell |
66,123
-4,769
| -7% | -$781K | 0.24% | 105 |
|
|
2023
Q4 | $10.4M | Buy |
70,892
+2,723
| +4% | +$399K | 0.27% | 96 |
|
|
2023
Q3 | $9.94M | Buy |
68,169
+12,820
| +23% | +$1.87M | 0.32% | 92 |
|
|
2023
Q2 | $8.4M | Buy |
55,349
+19,660
| +55% | +$2.98M | 0.28% | 96 |
|
|
2023
Q1 | $5.31M | Buy |
35,689
+49
| +0.1% | +$7.29K | 0.2% | 112 |
|
|
2022
Q4 | $5.4M | Sell |
35,640
-69,553
| -66% | -$10.5M | 0.23% | 99 |
|
|
2022
Q3 | $13.3M | Buy |
105,193
+9,824
| +10% | +$1.24M | 0.63% | 43 |
|
|
2022
Q2 | $13.7M | Buy |
95,369
+23,765
| +33% | +$3.42M | 0.62% | 38 |
|
|
2022
Q1 | $10.9M | Buy |
71,604
+5,720
| +9% | +$874K | 0.49% | 53 |
|
|
2021
Q4 | $10.8M | Buy |
65,884
+4,376
| +7% | +$716K | 0.45% | 54 |
|
|
2021
Q3 | $8.6M | Buy |
61,508
+1,806
| +3% | +$252K | 0.51% | 49 |
|
|
2021
Q2 | $8.06M | Buy |
59,702
+5,161
| +9% | +$696K | 0.62% | 51 |
|
|
2021
Q1 | $7.39M | Buy |
54,541
+39,785
| +270% | +$5.39M | 0.73% | 40 |
|
|
2020
Q4 | $2.05M | Buy |
+14,756
| New | +$2.05M | 0.63% | 41 |
|