Nicolet Advisory Services’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 | $19M | Sell |
126,074
-5,258
| -4% | -$792K | 1.62% | 13 |
|
|
2025
Q1 | $21.5M | Buy |
131,332
+1,029
| +0.8% | +$168K | 2.13% | 11 |
|
|
2024
Q4 | $20.7M | Buy |
130,303
+16,808
| +15% | +$2.67M | 1.9% | 11 |
|
|
2024
Q3 | $19.3M | Sell |
113,495
-2,269
| -2% | -$386K | 1.82% | 11 |
|
|
2024
Q2 | $19.3M | Buy |
115,764
+1,745
| +2% | +$291K | 1.85% | 12 |
|
|
2024
Q1 | $17.9M | Buy |
114,019
+2,455
| +2% | +$385K | 1.81% | 11 |
|
|
2023
Q4 | $16.4M | Sell |
111,564
-11,259
| -9% | -$1.66M | 1.77% | 11 |
|
|
2023
Q3 | $17.9M | Buy |
122,823
+3,513
| +3% | +$513K | 1.99% | 10 |
|
|
2023
Q2 | $18.1M | Buy |
119,310
+4,555
| +4% | +$692K | 1.99% | 10 |
|
|
2023
Q1 | $17.5M | Buy |
114,755
+15,324
| +15% | +$2.33M | 2.01% | 9 |
|
|
2022
Q4 | $15M | Buy |
99,431
+18,146
| +22% | +$2.73M | 1.98% | 8 |
|
|
2022
Q3 | $10.1M | Buy |
81,285
+1,662
| +2% | +$206K | 1.64% | 10 |
|
|
2022
Q2 | $11.6M | Buy |
79,623
+2,685
| +3% | +$392K | 1.73% | 9 |
|
|
2022
Q1 | $12.3M | Buy |
76,938
+1,635
| +2% | +$262K | 1.61% | 9 |
|
|
2021
Q4 | $12.3M | Sell |
75,303
-1,913
| -2% | -$313K | 1.51% | 11 |
|
|
2021
Q3 | $10.8M | Buy |
77,216
+1,923
| +3% | +$269K | 1.37% | 12 |
|
|
2021
Q2 | $10.2M | Buy |
75,293
+482
| +0.6% | +$65K | 1.33% | 12 |
|
|
2021
Q1 | $10.1M | Buy |
74,811
+177
| +0.2% | +$24K | 1.42% | 11 |
|
|
2020
Q4 | $10.4M | Sell |
74,634
-2,537
| -3% | -$353K | 1.46% | 13 |
|
|
2020
Q3 | $10.7M | Buy |
77,171
+45
| +0.1% | +$6.26K | 1.67% | 11 |
|
|
2020
Q2 | $9.22M | Sell |
77,126
-46
| -0.1% | -$5.5K | 1.42% | 13 |
|
|
2020
Q1 | $8.49M | Buy |
77,172
+5,811
| +8% | +$639K | 1.5% | 14 |
|
|
2019
Q4 | $8.91M | Buy |
71,361
+490
| +0.7% | +$61.2K | 1.4% | 19 |
|
|
2019
Q3 | $8.82M | Buy |
70,871
+818
| +1% | +$102K | 1.34% | 21 |
|
|
2019
Q2 | $7.68M | Buy |
70,053
+672
| +1% | +$73.7K | 1.17% | 18 |
|
|
2019
Q1 | $7.22M | Buy |
+69,381
| New | +$7.22M | 1.23% | 19 |
|