Peak Asset Management’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
$3.88M Buy
24,332
+490
+2% +$78.1K 0.71% 31
2025
Q1
$4.06M Sell
23,842
-581
-2% -$99K 0.77% 33
2024
Q4
$4.09M Sell
24,423
-64
-0.3% -$10.7K 0.76% 33
2024
Q3
$4.24M Sell
24,487
-177
-0.7% -$30.7K 0.8% 32
2024
Q2
$4.07M Sell
24,664
-324
-1% -$53.4K 0.8% 32
2024
Q1
$4.05M Sell
24,988
-320
-1% -$51.9K 0.8% 31
2023
Q4
$3.71M Buy
25,308
+540
+2% +$79.1K 0.82% 29
2023
Q3
$3.61M Hold
24,768
0.87% 30
2023
Q2
$3.76M Buy
24,768
+149
+0.6% +$22.6K 0.87% 31
2023
Q1
$3.66M Buy
24,619
+554
+2% +$82.4K 0.89% 30
2022
Q4
$3.65M Sell
24,065
-310
-1% -$47K 0.95% 27
2022
Q3
$3.08M Buy
24,375
+140
+0.6% +$17.7K 0.88% 31
2022
Q2
$3.49M Sell
24,235
-10
-0% -$1.44K 0.95% 31
2022
Q1
$3.71M Sell
24,245
-345
-1% -$52.7K 0.86% 33
2021
Q4
$4.02M Buy
24,590
+100
+0.4% +$16.4K 0.93% 31
2021
Q3
$3.42M Sell
24,490
-683
-3% -$95.5K 0.84% 32
2021
Q2
$3.4M Sell
25,173
-1,462
-5% -$197K 0.84% 33
2021
Q1
$3.61M Buy
26,635
+3,928
+17% +$532K 0.87% 31
2020
Q4
$3.16M Sell
22,707
-453
-2% -$63K 0.83% 33
2020
Q3
$3.22M Sell
23,160
-872
-4% -$121K 0.96% 29
2020
Q2
$2.87M Buy
24,032
+3,795
+19% +$454K 0.92% 27
2020
Q1
$2.23M Sell
20,237
-2,125
-10% -$234K 0.86% 32
2019
Q4
$2.79M Sell
22,362
-490
-2% -$61.2K 0.85% 31
2019
Q3
$2.84M Sell
22,852
-636
-3% -$79.1K 0.93% 32
2019
Q2
$2.58M Sell
23,488
-563
-2% -$61.7K 0.84% 32
2019
Q1
$2.5M Sell
24,051
-687
-3% -$71.5K 0.85% 31
2018
Q4
$2.27M Sell
24,738
-381
-2% -$35K 0.85% 32
2018
Q3
$2.09M Buy
25,119
+556
+2% +$46.3K 0.71% 32
2018
Q2
$1.92M Buy
24,563
+2,305
+10% +$180K 0.7% 34
2018
Q1
$1.77M Buy
22,258
+1,559
+8% +$124K 0.65% 34
2017
Q4
$1.9M Sell
20,699
-493
-2% -$45.3K 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% +$142K 0.7% 32
2017
Q1
$1.79M Sell
19,907
-350
-2% -$31.5K 0.68% 32
2016
Q4
$1.7M Buy
20,257
+37
+0.2% +$3.11K 0.68% 34
2016
Q3
$1.82M Sell
20,220
-316
-2% -$28.4K 0.76% 31
2016
Q2
$1.74M Sell
20,536
-65
-0.3% -$5.5K 0.77% 33
2016
Q1
$1.7M Buy
20,601
+488
+2% +$40.2K 0.8% 32
2015
Q4
$1.6M Sell
20,113
-323
-2% -$25.6K 0.78% 32
2015
Q3
$1.47M Buy
20,436
+4,342
+27% +$312K 0.78% 32
2015
Q2
$1.26M Buy
16,094
+8,848
+122% +$692K 0.66% 36
2015
Q1
$594K Hold
7,246
0.29% 60
2014
Q4
$660K Buy
+7,246
New +$660K 0.35% 52