Peak Asset Management’s Procter & Gamble PG Stock Holding History

Peak Asset Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.59M	Sell	24,873 -492	-2%	-$74.6K	0.63%	37
2025 Q4	$3.64M	Buy	25,365 +2,033	+9%	+$300K	0.62%	34
2025 Q3	$3.58M	Sell	23,332 -1,000	-4%	-$156K	0.63%	35
2025 Q2	$3.88M	Buy	24,332 +490	+2%	+$80K	0.71%	31
2025 Q1	$4.06M	Sell	23,842 -581	-2%	-$97.3K	0.77%	33
2024 Q4	$4.09M	Sell	24,423 -64	-0.3%	-$10.9K	0.76%	33
2024 Q3	$4.24M	Sell	24,487 -177	-0.7%	-$30K	0.8%	32
2024 Q2	$4.07M	Sell	24,664 -324	-1%	-$53K	0.8%	32
2024 Q1	$4.05M	Sell	24,988 -320	-1%	-$50.2K	0.8%	31
2023 Q4	$3.71M	Buy	25,308 +540	+2%	+$80K	0.82%	29
2023 Q3	$3.61M	Hold	24,768	–	–	0.87%	30
2023 Q2	$3.76M	Buy	24,768 +149	+0.6%	+$22.5K	0.87%	31
2023 Q1	$3.66M	Buy	24,619 +554	+2%	+$79.2K	0.89%	30
2022 Q4	$3.65M	Sell	24,065 -310	-1%	-$43.5K	0.95%	27
2022 Q3	$3.08M	Buy	24,375 +140	+0.6%	+$19.9K	0.88%	31
2022 Q2	$3.48M	Sell	24,235 -10	-0%	-$1.5K	0.95%	31
2022 Q1	$3.71M	Sell	24,245 -345	-1%	-$54K	0.86%	33
2021 Q4	$4.02M	Buy	24,590 +100	+0.4%	+$14.8K	0.93%	31
2021 Q3	$3.42M	Sell	24,490 -683	-3%	-$96.8K	0.84%	32
2021 Q2	$3.4M	Sell	25,173 -1,462	-5%	-$198K	0.84%	33
2021 Q1	$3.61M	Buy	26,635 +3,928	+17%	+$512K	0.87%	31
2020 Q4	$3.16M	Sell	22,707 -453	-2%	-$63.3K	0.83%	33
2020 Q3	$3.22M	Sell	23,160 -872	-4%	-$116K	0.96%	29
2020 Q2	$2.87M	Buy	24,032 +3,795	+19%	+$443K	0.92%	27
2020 Q1	$2.23M	Sell	20,237 -2,125	-10%	-$255K	0.86%	32
2019 Q4	$2.79M	Sell	22,362 -490	-2%	-$60K	0.85%	31
2019 Q3	$2.84M	Sell	22,852 -636	-3%	-$75.2K	0.93%	32
2019 Q2	$2.58M	Sell	23,488 -563	-2%	-$60K	0.84%	32
2019 Q1	$2.5M	Sell	24,051 -687	-3%	-$66.9K	0.85%	31
2018 Q4	$2.27M	Sell	24,738 -381	-2%	-$34.1K	0.85%	32
2018 Q3	$2.09M	Buy	25,119 +556	+2%	+$45.5K	0.71%	32
2018 Q2	$1.92M	Buy	24,563 +2,305	+10%	+$173K	0.7%	34
2018 Q1	$1.76M	Buy	22,258 +1,559	+8%	+$130K	0.65%	34
2017 Q4	$1.9M	Sell	20,699 -493	-2%	-$44.3K	0.7%	33
2017 Q3	$1.93M	Sell	21,192 -344	-2%	-$31.3K	0.69%	32
2017 Q2	$1.88M	Buy	21,536 +1,629	+8%	+$144K	0.7%	32
2017 Q1	$1.79M	Sell	19,907 -350	-2%	-$31K	0.68%	32
2016 Q4	$1.7M	Buy	20,257 +37	+0.2%	+$3.15K	0.68%	34
2016 Q3	$1.81M	Sell	20,220 -316	-2%	-$27.4K	0.76%	31
2016 Q2	$1.74M	Sell	20,536 -65	-0.3%	-$5.33K	0.77%	33
2016 Q1	$1.7M	Buy	20,601 +488	+2%	+$39.3K	0.8%	32
2015 Q4	$1.6M	Sell	20,113 -323	-2%	-$24.7K	0.78%	32
2015 Q3	$1.47M	Buy	20,436 +4,342	+27%	+$326K	0.78%	32
2015 Q2	$1.26M	Buy	16,094 +8,848	+122%	+$712K	0.66%	36
2015 Q1	$594K	Hold	7,246	–	–	0.29%	60
2014 Q4	$660K	Buy	+7,246	New	+$638K	0.35%	52