Okabena Investment 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 | $361K | Hold |
2,269
| – | – | 0.08% | 115 |
|
|
2025
Q1 | $387K | Buy |
2,269
+1,074
| +90% | +$183K | 0.1% | 109 |
|
|
2024
Q4 | $200K | Hold |
1,195
| – | – | 0.06% | 114 |
|
|
2024
Q3 | $207K | Buy |
+1,195
| New | +$207K | 0.06% | 105 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$43.8K | – | 134 |
|
|
2023
Q3 | $43.8K | Hold |
300
| – | – | 0.03% | 71 |
|
|
2023
Q2 | $45.5K | Sell |
300
-62
| -17% | -$9.41K | 0.03% | 75 |
|
|
2023
Q1 | $53.8K | Buy |
362
+241
| +199% | +$35.8K | 0.04% | 73 |
|
|
2022
Q4 | $13.6K | Sell |
121
-779
| -87% | -$87.8K | 0.01% | 127 |
|
|
2022
Q3 | $114K | Hold |
900
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $129K | Sell |
900
-14,890
| -94% | -$2.13M | 0.07% | 99 |
|
|
2022
Q1 | $2.41M | Sell |
15,790
-1,255
| -7% | -$192K | 1.02% | 24 |
|
|
2021
Q4 | $2.79M | Sell |
17,045
-2,190
| -11% | -$358K | 1.06% | 24 |
|
|
2021
Q3 | $2.69M | Sell |
19,235
-2,907
| -13% | -$406K | 1.42% | 14 |
|
|
2021
Q2 | $2.99M | Sell |
22,142
-1,040
| -4% | -$140K | 1.41% | 16 |
|
|
2021
Q1 | $3.14M | Buy |
23,182
+2,322
| +11% | +$315K | 1.69% | 16 |
|
|
2020
Q4 | $3.05M | Sell |
20,860
-1,063
| -5% | -$155K | 1.78% | 13 |
|
|
2020
Q3 | $3.05M | Hold |
21,923
| – | – | 2.33% | 11 |
|
|
2020
Q2 | $2.62M | Buy |
21,923
+579
| +3% | +$69.2K | 2.3% | 12 |
|
|
2020
Q1 | $2.35M | Sell |
21,344
-3,580
| -14% | -$394K | 2.67% | 9 |
|
|
2019
Q4 | $3.11M | Buy |
+24,924
| New | +$3.11M | 2.89% | 8 |
|