Pettinga Financial Advisors’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 | $579K | Hold |
3,635
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $619K | Hold |
3,635
| – | – | 0.15% | 74 |
|
|
2024
Q4 | $609K | Hold |
3,635
| – | – | 0.14% | 73 |
|
|
2024
Q3 | $630K | Sell |
3,635
-25
| -0.7% | -$4.33K | 0.15% | 66 |
|
|
2024
Q2 | $604K | Hold |
3,660
| – | – | 0.15% | 68 |
|
|
2024
Q1 | $594K | Hold |
3,660
| – | – | 0.15% | 71 |
|
|
2023
Q4 | $536K | Buy |
3,660
+285
| +8% | +$41.8K | 0.14% | 75 |
|
|
2023
Q3 | $492K | Hold |
3,375
| – | – | 0.15% | 62 |
|
|
2023
Q2 | $512K | Hold |
3,375
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $502K | Buy |
3,375
+10
| +0.3% | +$1.49K | 0.16% | 60 |
|
|
2022
Q4 | $510K | Hold |
3,365
| – | – | 0.17% | 68 |
|
|
2022
Q3 | $425K | Sell |
3,365
-330
| -9% | -$41.7K | 0.15% | 67 |
|
|
2022
Q2 | $531K | Sell |
3,695
-20
| -0.5% | -$2.87K | 0.16% | 66 |
|
|
2022
Q1 | $568K | Sell |
3,715
-38
| -1% | -$5.81K | 0.14% | 69 |
|
|
2021
Q4 | $614K | Sell |
3,753
-1,055
| -22% | -$173K | 0.15% | 72 |
|
|
2021
Q3 | $672K | Sell |
4,808
-75
| -2% | -$10.5K | 0.17% | 64 |
|
|
2021
Q2 | $659K | Sell |
4,883
-75
| -2% | -$10.1K | 0.18% | 63 |
|
|
2021
Q1 | $671K | Hold |
4,958
| – | – | 0.2% | 60 |
|
|
2020
Q4 | $690K | Hold |
4,958
| – | – | 0.25% | 50 |
|
|
2020
Q3 | $689K | Hold |
4,958
| – | – | 0.29% | 46 |
|
|
2020
Q2 | $593K | Hold |
4,958
| – | – | 0.29% | 43 |
|
|
2020
Q1 | $545K | Sell |
4,958
-120
| -2% | -$13.2K | 0.37% | 41 |
|
|
2019
Q4 | $634K | Sell |
5,078
-24
| -0.5% | -$3K | 0.34% | 48 |
|
|
2019
Q3 | $635K | Sell |
5,102
-594
| -10% | -$73.9K | 0.34% | 48 |
|
|
2019
Q2 | $625K | Hold |
5,696
| – | – | 0.33% | 49 |
|
|
2019
Q1 | $593K | Sell |
5,696
-69
| -1% | -$7.18K | 0.32% | 49 |
|
|
2018
Q4 | $530K | Buy |
+5,765
| New | +$530K | 0.35% | 47 |
|