Perennial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | $187K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.48M | Buy |
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|
2017
Q3 | $2.43M | Buy |
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|
2017
Q2 | $2.31M | Buy |
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|
2017
Q1 | $2.29M | Sell |
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|
2016
Q4 | $2.25M | Buy |
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