Peak Financial 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 | $416K | Sell |
2,607
-100
| -4% | -$15.9K | 0.12% | 64 |
|
|
2025
Q1 | $461K | Sell |
2,707
-4
| -0.1% | -$682 | 0.14% | 55 |
|
|
2024
Q4 | $455K | Buy |
2,711
+150
| +6% | +$25.2K | 0.14% | 59 |
|
|
2024
Q3 | $444K | Buy |
2,561
+107
| +4% | +$18.5K | 0.13% | 63 |
|
|
2024
Q2 | $405K | Sell |
2,454
-1
| -0% | -$165 | 0.13% | 62 |
|
|
2024
Q1 | $398K | Hold |
2,455
| – | – | 0.13% | 60 |
|
|
2023
Q4 | $360K | Buy |
2,455
+98
| +4% | +$14.4K | 0.12% | 59 |
|
|
2023
Q3 | $344K | Buy |
2,357
+33
| +1% | +$4.81K | 0.13% | 55 |
|
|
2023
Q2 | $353K | Hold |
2,324
| – | – | 0.13% | 60 |
|
|
2023
Q1 | $346K | Hold |
2,324
| – | – | 0.13% | 52 |
|
|
2022
Q4 | $352K | Sell |
2,324
-5
| -0.2% | -$758 | 0.14% | 53 |
|
|
2022
Q3 | $294K | Buy |
2,329
+24
| +1% | +$3.03K | 0.12% | 55 |
|
|
2022
Q2 | $331K | Hold |
2,305
| – | – | 0.13% | 50 |
|
|
2022
Q1 | $352K | Hold |
2,305
| – | – | 0.12% | 52 |
|
|
2021
Q4 | $377K | Sell |
2,305
-3
| -0.1% | -$491 | 0.12% | 52 |
|
|
2021
Q3 | $323K | Hold |
2,308
| – | – | 0.11% | 52 |
|
|
2021
Q2 | $311K | Hold |
2,308
| – | – | 0.11% | 54 |
|
|
2021
Q1 | $313K | Sell |
2,308
-1
| -0% | -$136 | 0.11% | 50 |
|
|
2020
Q4 | $321K | Sell |
2,309
-3
| -0.1% | -$417 | 0.12% | 51 |
|
|
2020
Q3 | $321K | Hold |
2,312
| – | – | 0.14% | 48 |
|
|
2020
Q2 | $276K | Hold |
2,312
| – | – | 0.13% | 48 |
|
|
2020
Q1 | $254K | Buy |
2,312
+64
| +3% | +$7.03K | 0.13% | 47 |
|
|
2019
Q4 | $281K | Sell |
2,248
-2
| -0.1% | -$250 | 0.12% | 50 |
|
|
2019
Q3 | $280K | Sell |
2,250
-200
| -8% | -$24.9K | 0.12% | 50 |
|
|
2019
Q2 | $269K | Buy |
2,450
+200
| +9% | +$22K | 0.12% | 52 |
|
|
2019
Q1 | $234K | Sell |
2,250
-3,227
| -59% | -$336K | 0.11% | 53 |
|
|
2018
Q4 | $503K | Sell |
5,477
-612
| -10% | -$56.2K | 0.25% | 35 |
|
|
2018
Q3 | $507K | Buy |
6,089
+132
| +2% | +$11K | 0.23% | 32 |
|
|
2018
Q2 | $465K | Sell |
5,957
-137
| -2% | -$10.7K | 0.21% | 35 |
|
|
2018
Q1 | $483K | Sell |
6,094
-140
| -2% | -$11.1K | 0.23% | 35 |
|
|
2017
Q4 | $573K | Buy |
6,234
+25
| +0.4% | +$2.3K | 0.22% | 32 |
|
|
2017
Q3 | $565K | Buy |
6,209
+195
| +3% | +$17.7K | 0.22% | 29 |
|
|
2017
Q2 | $524K | Sell |
6,014
-141
| -2% | -$12.3K | 0.21% | 26 |
|
|
2017
Q1 | $553K | Buy |
6,155
+3,628
| +144% | +$326K | 0.22% | 27 |
|
|
2016
Q4 | $212K | Hold |
2,527
| – | – | 0.09% | 37 |
|
|
2016
Q3 | $227K | Sell |
2,527
-34
| -1% | -$3.05K | 0.1% | 26 |
|
|
2016
Q2 | $217K | Buy |
+2,561
| New | +$217K | 0.1% | 30 |
|