Optimum Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Hold |
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|
2025
Q2 | $646K | Sell |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $698K | Hold |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $753K | Hold |
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|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $741K | Buy |
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|
2020
Q2 | $637K | Buy |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $708K | Sell |
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|
2019
Q3 | $715K | Sell |
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|
2019
Q2 | $664K | Buy |
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|
2019
Q1 | $630K | Buy |
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|
2018
Q4 | $540K | Buy |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $728K | Buy |
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|
2017
Q4 | $763K | Buy |
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|
2017
Q3 | $755K | Buy |
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|
2017
Q2 | $723K | Sell |
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|
2017
Q1 | $770K | Sell |
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|
2016
Q4 | $768K | Sell |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.3M | Sell |
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|
2016
Q1 | $1.26M | Sell |
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|
2015
Q4 | $1.32M | Sell |
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|
2015
Q3 | $1.22M | Buy |
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|
2015
Q1 | $1.49M | Sell |
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|
2014
Q4 | $1.78M | Sell |
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|
2014
Q3 | $1.69M | Sell |
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|
2014
Q2 | $1.58M | Buy |
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|
2014
Q1 | $1.37M | Sell |
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|
2013
Q4 | $1.43M | Buy |
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|
2013
Q3 | $1.31M | Buy |
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