Palumbo Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Sell |
9,474
-887
| -9% | -$134K | 0.33% | 55 |
|
|
2025
Q4 | $1.48M | Sell |
10,361
-320
| -3% | -$47.2K | 0.37% | 53 |
|
|
2025
Q3 | $1.49M | Buy |
10,681
+644
| +6% | +$101K | 0.48% | 43 |
|
|
2025
Q2 | $1.6M | Sell |
10,037
-755
| -7% | -$123K | 0.5% | 47 |
|
|
2025
Q1 | $1.84M | Buy |
10,792
+861
| +9% | +$144K | 0.61% | 45 |
|
|
2024
Q4 | $1.66M | Sell |
9,931
-396
| -4% | -$67.4K | 0.62% | 42 |
|
|
2024
Q3 | $1.79M | Buy |
10,327
+1,444
| +16% | +$245K | 0.7% | 43 |
|
|
2024
Q2 | $1.47M | Sell |
8,883
-17
| -0.2% | -$2.78K | 0.62% | 46 |
|
|
2024
Q1 | $1.44M | Sell |
8,900
-107
| -1% | -$16.8K | 0.65% | 46 |
|
|
2023
Q4 | $1.32M | Sell |
9,007
-108
| -1% | -$16K | 0.67% | 39 |
|
|
2023
Q3 | $1.33M | Sell |
9,115
-633
| -6% | -$96.7K | 0.73% | 31 |
|
|
2023
Q2 | $1.48M | Sell |
9,748
-273
| -3% | -$41.1K | 0.9% | 20 |
|
|
2023
Q1 | $1.49M | Sell |
10,021
-411
| -4% | -$58.8K | 0.99% | 18 |
|
|
2022
Q4 | $1.58M | Buy |
10,432
+347
| +3% | +$48.6K | 1.26% | 15 |
|
|
2022
Q3 | $1.27M | Buy |
10,085
+3
| +0% | +$426 | 1.08% | 18 |
|
|
2022
Q2 | $1.45M | Buy |
10,082
+147
| +1% | +$22.1K | 1.15% | 15 |
|
|
2022
Q1 | $1.52M | Sell |
9,935
-243
| -2% | -$38K | 0.98% | 22 |
|
|
2021
Q4 | $1.67M | Buy |
10,178
+176
| +2% | +$26.1K | 1.04% | 16 |
|
|
2021
Q3 | $1.4M | Sell |
10,002
-4,618
| -32% | -$655K | 0.92% | 17 |
|
|
2021
Q2 | $1.97M | Sell |
14,620
-214
| -1% | -$29K | 1.32% | 14 |
|
|
2021
Q1 | $2.01M | Buy |
14,834
+110
| +0.7% | +$14.4K | 1.51% | 13 |
|
|
2020
Q4 | $2.05M | Buy |
+14,724
| New | +$2.06M | 1.65% | 11 |
|
Other funds holding PG
VCM
VPM