Pathway Financial Advisors’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
$648K Sell
4,070
-105
-3% -$16.7K 0.09% 76
2025
Q1
$712K Buy
4,175
+76
+2% +$13K 0.13% 73
2024
Q4
$687K Buy
4,099
+524
+15% +$87.8K 0.16% 72
2024
Q3
$619K Sell
3,575
-291
-8% -$50.4K 0.16% 74
2024
Q2
$638K Buy
3,866
+212
+6% +$35K 0.17% 71
2024
Q1
$593K Sell
3,654
-5
-0.1% -$811 0.16% 73
2023
Q4
$536K Buy
3,659
+14
+0.4% +$2.05K 0.15% 78
2023
Q3
$532K Buy
3,645
+80
+2% +$11.7K 0.18% 62
2023
Q2
$541K Hold
3,565
0.18% 60
2023
Q1
$530K Buy
3,565
+100
+3% +$14.9K 0.18% 60
2022
Q4
$525K Sell
3,465
-379
-10% -$57.4K 0.16% 61
2022
Q3
$485K Sell
3,844
-21
-0.5% -$2.65K 0.17% 64
2022
Q2
$556K Buy
3,865
+69
+2% +$9.93K 0.23% 58
2022
Q1
$580K Hold
3,796
0.22% 56
2021
Q4
$609K Buy
+3,796
New +$609K 0.22% 51
2021
Q1
$532K Sell
3,857
-75
-2% -$10.3K 0.21% 57
2020
Q4
$486K Sell
3,932
-375
-9% -$46.4K 0.2% 53
2020
Q3
$600K Sell
4,307
-79
-2% -$11K 0.23% 41
2020
Q2
$524K Sell
4,386
-1,228
-22% -$147K 0.16% 43
2020
Q1
$646K Hold
5,614
0.22% 39
2019
Q4
$708K Buy
5,614
+3,400
+154% +$429K 0.2% 48
2019
Q3
$265K Sell
2,214
-10
-0.4% -$1.2K 0.08% 80
2019
Q2
$244K Buy
2,224
+10
+0.5% +$1.1K 0.07% 84
2019
Q1
$230K Buy
2,214
+21
+1% +$2.18K 0.07% 87
2018
Q4
$202K Hold
2,193
0.11% 89
2018
Q3
$203K Sell
2,193
-200
-8% -$18.5K 0.11% 89
2018
Q2
$187K Sell
2,393
-250
-9% -$19.5K 0.11% 90
2018
Q1
$210K Buy
2,643
+73
+3% +$5.8K 0.12% 84
2017
Q4
$236K Buy
+2,570
New +$236K 0.14% 83