Partners in Financial Planning’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 | $641K | Buy |
4,023
+6
| +0.1% | +$956 | 0.12% | 58 |
|
|
2025
Q1 | $684K | Buy |
4,017
+530
| +15% | +$90.3K | 0.14% | 56 |
|
|
2024
Q4 | $585K | Sell |
3,487
-191
| -5% | -$32K | 0.12% | 59 |
|
|
2024
Q3 | $637K | Buy |
3,678
+108
| +3% | +$18.7K | 0.13% | 57 |
|
|
2024
Q2 | $589K | Buy |
3,570
+603
| +20% | +$99.4K | 0.13% | 58 |
|
|
2024
Q1 | $481K | Buy |
2,967
+325
| +12% | +$52.7K | 0.11% | 64 |
|
|
2023
Q4 | $387K | Hold |
2,642
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $385K | Buy |
2,642
+200
| +8% | +$29.2K | 0.1% | 68 |
|
|
2023
Q2 | $371K | Buy |
2,442
+2
| +0.1% | +$304 | 0.09% | 68 |
|
|
2023
Q1 | $363K | Buy |
2,440
+3
| +0.1% | +$446 | 0.1% | 68 |
|
|
2022
Q4 | $369K | Hold |
2,437
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $347K | Sell |
2,437
-11
| -0.4% | -$1.57K | 0.1% | 65 |
|
|
2022
Q2 | $343K | Buy |
2,448
+5
| +0.2% | +$700 | 0.11% | 69 |
|
|
2022
Q1 | $394K | Buy |
2,443
+2
| +0.1% | +$322 | 0.12% | 59 |
|
|
2021
Q4 | $381K | Buy |
2,441
+3
| +0.1% | +$469 | 0.12% | 62 |
|
|
2021
Q3 | $341K | Buy |
2,438
+15
| +0.6% | +$2.1K | 0.11% | 65 |
|
|
2021
Q2 | $327K | Buy |
+2,423
| New | +$327K | 0.1% | 65 |
|