Palisades Hudson Asset Management’s Procter & Gamble PG Stock Holding History

Palisades Hudson Asset Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Hold	1,601	–	–	0.1%	93
2025 Q1	$273K	Hold	1,601	–	–	0.12%	79
2024 Q4	$268K	Sell	1,601 -5	-0.3%	-$837	0.11%	88
2024 Q3	$278K	Hold	1,606	–	–	0.12%	81
2024 Q2	$265K	Hold	1,606	–	–	0.12%	82
2024 Q1	$261K	Hold	1,606	–	–	0.12%	82
2023 Q4	$235K	Hold	1,606	–	–	0.11%	83
2023 Q3	$234K	Hold	1,606	–	–	0.13%	84
2023 Q2	$244K	Hold	1,606	–	–	0.13%	86
2023 Q1	$238K	Sell	1,606 -17	-1%	-$2.52K	0.13%	90
2022 Q4	$247K	Buy	1,623 +17	+1%	+$2.59K	0.14%	90
2022 Q3	$203K	Buy	1,606 +11	+0.7%	+$1.39K	0.12%	96
2022 Q2	$230K	Sell	1,595 -31	-2%	-$4.47K	0.13%	90
2022 Q1	$249K	Buy	1,626 +50	+3%	+$7.66K	0.12%	99
2021 Q4	$258K	Hold	1,576	–	–	0.11%	102
2021 Q3	$220K	Hold	1,576	–	–	0.1%	106
2021 Q2	$213K	Hold	1,576	–	–	0.1%	109
2021 Q1	$213K	Hold	1,576	–	–	0.1%	106
2020 Q4	$219K	Hold	1,576	–	–	0.11%	98
2020 Q3	$219K	Buy	+1,576	New	+$219K	0.14%	86
2019 Q1	–	Sell	-3,677	Closed	-$338K	–	108
2018 Q4	$338K	Hold	3,677	–	–	0.2%	68
2018 Q3	$306K	Hold	3,677	–	–	0.16%	88
2018 Q2	$287K	Hold	3,677	–	–	0.15%	88
2018 Q1	$292K	Hold	3,677	–	–	0.16%	87
2017 Q4	$338K	Sell	3,677 -585	-14%	-$53.8K	0.19%	75
2017 Q3	$388K	Buy	4,262 +129	+3%	+$11.7K	0.22%	58
2017 Q2	$360K	Hold	4,133	–	–	0.21%	62
2017 Q1	$371K	Sell	4,133 -84	-2%	-$7.54K	0.24%	54
2016 Q4	$355K	Buy	4,217 +132	+3%	+$11.1K	0.22%	52
2016 Q3	$367K	Hold	4,085	–	–	0.28%	44
2016 Q2	$346K	Sell	4,085 -651	-14%	-$55.1K	0.28%	53
2016 Q1	$390K	Buy	4,736 +1,052	+29%	+$86.6K	0.31%	43
2015 Q4	$293K	Sell	3,684 -551	-13%	-$43.8K	0.25%	61
2015 Q3	$305K	Sell	4,235 -1,769	-29%	-$127K	0.27%	55
2015 Q2	$470K	Sell	6,004 -843	-12%	-$66K	0.41%	32
2015 Q1	$561K	Buy	6,847 +200	+3%	+$16.4K	0.44%	24
2014 Q4	$605K	Hold	6,647	–	–	0.48%	20
2014 Q3	$557K	Buy	+6,647	New	+$557K	0.46%	22