Oldfather Financial 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 | – | Sell |
-1,244
| Closed | -$212K | – | 85 |
|
2025
Q1 | $212K | Sell |
1,244
-327
| -21% | -$55.7K | 0.08% | 72 |
|
2024
Q4 | $263K | Sell |
1,571
-11
| -0.7% | -$1.84K | 0.1% | 68 |
|
2024
Q3 | $274K | Buy |
1,582
+55
| +4% | +$9.53K | 0.11% | 63 |
|
2024
Q2 | $252K | Buy |
1,527
+4
| +0.3% | +$660 | 0.1% | 64 |
|
2024
Q1 | $247K | Sell |
1,523
-51
| -3% | -$8.28K | 0.1% | 62 |
|
2023
Q4 | $231K | Buy |
1,574
+48
| +3% | +$7.03K | 0.1% | 59 |
|
2023
Q3 | $223K | Buy |
1,526
+4
| +0.3% | +$583 | 0.11% | 58 |
|
2023
Q2 | $231K | Buy |
1,522
+4
| +0.3% | +$607 | 0.11% | 59 |
|
2023
Q1 | $226K | Buy |
1,518
+3
| +0.2% | +$446 | 0.12% | 58 |
|
2022
Q4 | $230K | Buy |
+1,515
| New | +$230K | 0.13% | 55 |
|
2022
Q3 | – | Sell |
-1,542
| Closed | -$225K | – | 63 |
|
2022
Q2 | $225K | Hold |
1,542
| – | – | 0.13% | 58 |
|
2022
Q1 | $252K | Sell |
1,542
-5
| -0.3% | -$817 | 0.14% | 57 |
|
2021
Q4 | $244K | Buy |
1,547
+84
| +6% | +$13.2K | 0.13% | 57 |
|
2021
Q3 | $214K | Buy |
1,463
+3
| +0.2% | +$439 | 0.11% | 60 |
|
2021
Q2 | $208K | Sell |
1,460
-246
| -14% | -$35K | 0.11% | 56 |
|
2021
Q1 | $234K | Buy |
1,706
+3
| +0.2% | +$411 | 0.13% | 58 |
|
2020
Q4 | $221K | Sell |
1,703
-883
| -34% | -$115K | 0.13% | 59 |
|
2020
Q3 | $372K | Buy |
2,586
+4
| +0.2% | +$575 | 0.26% | 43 |
|
2020
Q2 | $339K | Sell |
2,582
-47
| -2% | -$6.17K | 0.26% | 44 |
|
2020
Q1 | $301K | Sell |
2,629
-196
| -7% | -$22.4K | 0.29% | 44 |
|
2019
Q4 | $353K | Buy |
+2,825
| New | +$353K | 0.33% | 41 |
|