Patriot Financial Group Insurance Agency’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 | $1.3M | Buy |
8,496
+762
| +10% | +$117K | 0.15% | 170 |
|
|
2025
Q1 | $1.26M | Buy |
7,734
+275
| +4% | +$44.9K | 0.17% | 150 |
|
|
2024
Q4 | $1.2M | Sell |
7,459
-22
| -0.3% | -$3.53K | 0.16% | 144 |
|
|
2024
Q3 | $1.24M | Sell |
7,481
-2,376
| -24% | -$394K | 0.17% | 144 |
|
|
2024
Q2 | $1.57M | Sell |
9,857
-80
| -0.8% | -$12.8K | 0.23% | 102 |
|
|
2024
Q1 | $1.56M | Sell |
9,937
-148
| -1% | -$23.2K | 0.25% | 96 |
|
|
2023
Q4 | $1.43M | Sell |
10,085
-2,664
| -21% | -$378K | 0.27% | 85 |
|
|
2023
Q3 | $1.81M | Buy |
12,749
+119
| +0.9% | +$16.9K | 0.37% | 54 |
|
|
2023
Q2 | $1.87M | Sell |
12,630
-280
| -2% | -$41.4K | 0.35% | 59 |
|
|
2023
Q1 | $1.87M | Buy |
12,910
+625
| +5% | +$90.6K | 0.38% | 55 |
|
|
2022
Q4 | $1.81M | Buy |
12,285
+1,466
| +14% | +$216K | 0.24% | 44 |
|
|
2022
Q3 | $1.37M | Buy |
10,819
+219
| +2% | +$27.7K | 0.33% | 70 |
|
|
2022
Q2 | $1.52M | Buy |
10,600
+529
| +5% | +$76.1K | 0.31% | 64 |
|
|
2022
Q1 | $1.54M | Sell |
10,071
-1,696
| -14% | -$259K | 0.27% | 77 |
|
|
2021
Q4 | $1.93M | Sell |
11,767
-377
| -3% | -$61.7K | 0.32% | 59 |
|
|
2021
Q3 | $1.7M | Buy |
12,144
+586
| +5% | +$81.9K | 0.3% | 64 |
|
|
2021
Q2 | $1.56M | Buy |
11,558
+600
| +5% | +$81K | 0.28% | 74 |
|
|
2021
Q1 | $1.48M | Buy |
10,958
+366
| +3% | +$49.6K | 0.34% | 54 |
|
|
2020
Q4 | $1.47M | Buy |
10,592
+2,776
| +36% | +$386K | 0.37% | 47 |
|
|
2020
Q3 | $1.09M | Sell |
7,816
-280
| -3% | -$38.9K | 0.35% | 54 |
|
|
2020
Q2 | $968K | Buy |
8,096
+923
| +13% | +$110K | 0.37% | 55 |
|
|
2020
Q1 | $789K | Buy |
7,173
+780
| +12% | +$85.8K | 0.36% | 57 |
|
|
2019
Q4 | $798K | Sell |
6,393
-279
| -4% | -$34.8K | 0.3% | 61 |
|
|
2019
Q3 | $830K | Sell |
6,672
-42
| -0.6% | -$5.23K | 0.37% | 51 |
|
|
2019
Q2 | $748K | Buy |
6,714
+1,057
| +19% | +$118K | 0.32% | 51 |
|
|
2019
Q1 | $589K | Buy |
5,657
+1,211
| +27% | +$126K | 0.3% | 57 |
|
|
2018
Q4 | $409K | Buy |
4,446
+1,094
| +33% | +$101K | 0.27% | 61 |
|
|
2018
Q3 | $279K | Buy |
3,352
+2,637
| +369% | +$219K | 0.17% | 91 |
|
|
2018
Q2 | $56K | Sell |
715
-2,403
| -77% | -$188K | 0.06% | 177 |
|
|
2018
Q1 | $241K | Sell |
3,118
-142
| -4% | -$11K | 0.18% | 117 |
|
|
2017
Q4 | $300K | Sell |
3,260
-146
| -4% | -$13.4K | 0.22% | 89 |
|
|
2017
Q3 | $314K | Sell |
3,406
-5
| -0.1% | -$461 | 0.28% | 73 |
|
|
2017
Q2 | $297K | Sell |
3,411
-9
| -0.3% | -$784 | 0.31% | 61 |
|
|
2017
Q1 | $308K | Buy |
3,420
+746
| +28% | +$67.2K | 0.32% | 56 |
|
|
2016
Q4 | $234K | Buy |
+2,674
| New | +$234K | 0.32% | 58 |
|