Perigon Wealth 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 | $10.8M | Buy |
67,749
+717
| +1% | +$114K | 0.25% | 85 |
|
|
2025
Q1 | $11.4M | Sell |
67,032
-1,066
| -2% | -$182K | 0.29% | 72 |
|
|
2024
Q4 | $10.9M | Buy |
68,098
+6,051
| +10% | +$971K | 0.27% | 81 |
|
|
2024
Q3 | $10.7M | Buy |
62,047
+1,536
| +3% | +$266K | 0.28% | 71 |
|
|
2024
Q2 | $9.98M | Sell |
60,511
-1,449
| -2% | -$239K | 0.29% | 74 |
|
|
2024
Q1 | $10.1M | Sell |
61,960
-4,475
| -7% | -$726K | 0.3% | 73 |
|
|
2023
Q4 | $9.74M | Sell |
66,435
-1,343
| -2% | -$197K | 0.32% | 69 |
|
|
2023
Q3 | $9.89M | Sell |
67,778
-3,287
| -5% | -$479K | 0.4% | 58 |
|
|
2023
Q2 | $10.8M | Buy |
71,065
+36,207
| +104% | +$5.49M | 0.42% | 55 |
|
|
2023
Q1 | $5.18M | Sell |
34,858
-1,023
| -3% | -$152K | 0.29% | 77 |
|
|
2022
Q4 | $5.44M | Buy |
35,881
+7,737
| +27% | +$1.17M | 0.34% | 73 |
|
|
2022
Q3 | $3.55M | Sell |
28,144
-132
| -0.5% | -$16.7K | 0.31% | 70 |
|
|
2022
Q2 | $4.07M | Buy |
28,276
+584
| +2% | +$84K | 0.34% | 67 |
|
|
2022
Q1 | $4.23M | Buy |
27,692
+924
| +3% | +$141K | 0.3% | 70 |
|
|
2021
Q4 | $4.38M | Buy |
26,768
+3,288
| +14% | +$538K | 0.31% | 70 |
|
|
2021
Q3 | $3.28M | Buy |
23,480
+1,340
| +6% | +$187K | 0.28% | 80 |
|
|
2021
Q2 | $2.99M | Sell |
22,140
-376
| -2% | -$50.7K | 0.27% | 81 |
|
|
2021
Q1 | $3.05M | Sell |
22,516
-342
| -1% | -$46.3K | 0.31% | 71 |
|
|
2020
Q4 | $3.18M | Buy |
22,858
+1,492
| +7% | +$208K | 0.37% | 56 |
|
|
2020
Q3 | $2.97M | Buy |
21,366
+1,349
| +7% | +$188K | 0.42% | 48 |
|
|
2020
Q2 | $2.39M | Buy |
20,017
+767
| +4% | +$91.7K | 0.38% | 53 |
|
|
2020
Q1 | $2.21M | Buy |
19,250
+4,219
| +28% | +$484K | 0.41% | 53 |
|
|
2019
Q4 | $1.85M | Buy |
15,031
+1,193
| +9% | +$146K | 0.38% | 54 |
|
|
2019
Q3 | $1.62M | Sell |
13,838
-717
| -5% | -$84K | 0.38% | 55 |
|
|
2019
Q2 | $1.6M | Sell |
14,555
-243
| -2% | -$26.6K | 0.37% | 54 |
|
|
2019
Q1 | $1.54M | Buy |
14,798
+940
| +7% | +$97.8K | 0.36% | 53 |
|
|
2018
Q4 | $1.31M | Buy |
13,858
+5,898
| +74% | +$556K | 0.33% | 56 |
|
|
2018
Q3 | $662K | Buy |
7,960
+2,610
| +49% | +$217K | 0.16% | 106 |
|
|
2018
Q2 | $418K | Buy |
5,350
+380
| +8% | +$29.7K | 0.13% | 148 |
|
|
2018
Q1 | $394K | Buy |
4,970
+1,461
| +42% | +$116K | 0.15% | 106 |
|
|
2017
Q4 | $322K | Buy |
3,509
+202
| +6% | +$18.5K | 0.12% | 100 |
|
|
2017
Q3 | $301K | Sell |
3,307
-8,760
| -73% | -$797K | 0.1% | 157 |
|
|
2017
Q2 | $1.05M | Sell |
12,067
-1,906
| -14% | -$166K | 0.23% | 113 |
|
|
2017
Q1 | $1.26M | Buy |
13,973
+877
| +7% | +$78.8K | 0.27% | 105 |
|
|
2016
Q4 | $1.19M | Buy |
13,096
+9,158
| +233% | +$829K | 0.26% | 103 |
|
|
2016
Q3 | $353K | Buy |
3,938
+1,250
| +47% | +$112K | 0.09% | 171 |
|
|
2016
Q2 | $228K | Sell |
2,688
-1,228
| -31% | -$104K | 0.06% | 190 |
|
|
2016
Q1 | $322K | Hold |
3,916
| – | – | 0.1% | 125 |
|
|
2015
Q4 | $311K | Sell |
3,916
-951
| -20% | -$75.5K | 0.09% | 175 |
|
|
2015
Q3 | $350K | Sell |
4,867
-245
| -5% | -$17.6K | 0.1% | 158 |
|
|
2015
Q2 | $400K | Buy |
5,112
+120
| +2% | +$9.39K | 0.11% | 156 |
|
|
2015
Q1 | $409K | Hold |
4,992
| – | – | 0.11% | 158 |
|
|
2014
Q4 | $455K | Buy |
4,992
+425
| +9% | +$38.7K | 0.14% | 137 |
|
|
2014
Q3 | $382K | Sell |
4,567
-425
| -9% | -$35.5K | 0.11% | 142 |
|
|
2014
Q2 | $392K | Buy |
4,992
+50
| +1% | +$3.93K | 0.11% | 137 |
|
|
2014
Q1 | $398K | Sell |
4,942
-259
| -5% | -$20.9K | 0.22% | 83 |
|
|
2013
Q4 | $423K | Buy |
+5,201
| New | +$423K | 0.23% | 78 |
|