Pinion Investment 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
$1.02M Buy
6,418
+100
+2% +$15.9K 0.35% 50
2025
Q1
$1.08M Buy
6,318
+550
+10% +$93.7K 0.24% 65
2024
Q4
$967K Buy
5,768
+147
+3% +$24.6K 0.38% 48
2024
Q3
$974K Buy
5,621
+392
+7% +$67.9K 0.41% 48
2024
Q2
$862K Sell
5,229
-396
-7% -$65.3K 0.43% 44
2024
Q1
$913K Buy
5,625
+326
+6% +$52.9K 0.47% 41
2023
Q4
$776K Sell
5,299
-55
-1% -$8.06K 0.47% 41
2023
Q3
$781K Buy
5,354
+171
+3% +$24.9K 0.51% 40
2023
Q2
$786K Buy
5,183
+197
+4% +$29.9K 0.53% 41
2023
Q1
$741K Sell
4,986
-1,811
-27% -$269K 0.69% 31
2022
Q4
$1.03M Sell
6,797
-1,977
-23% -$300K 0.97% 20
2022
Q3
$1.11M Buy
8,774
+2,295
+35% +$290K 0.97% 19
2022
Q2
$932K Buy
6,479
+1,629
+34% +$234K 0.78% 30
2022
Q1
$741K Buy
4,850
+154
+3% +$23.5K 0.51% 55
2021
Q4
$768K Buy
4,696
+164
+4% +$26.8K 0.52% 59
2021
Q3
$634K Buy
4,532
+14
+0.3% +$1.96K 0.51% 63
2021
Q2
$610K Buy
4,518
+227
+5% +$30.6K 0.49% 68
2021
Q1
$581K Buy
4,291
+793
+23% +$107K 0.54% 64
2020
Q4
$487K Sell
3,498
-204
-6% -$28.4K 0.51% 67
2020
Q3
$443K Hold
3,702
0.67% 58
2020
Q2
$443K Sell
3,702
-559
-13% -$66.9K 0.67% 58
2020
Q1
$469K Buy
4,261
+560
+15% +$61.6K 1.01% 40
2019
Q4
$462K Buy
3,701
+351
+10% +$43.8K 0.86% 49
2019
Q3
$417K Sell
3,350
-443
-12% -$55.1K 0.85% 56
2019
Q2
$416K Sell
3,793
-516
-12% -$56.6K 0.89% 50
2019
Q1
$448K Sell
4,309
-823
-16% -$85.6K 0.78% 57
2018
Q4
$472K Sell
5,132
-1,007
-16% -$92.6K 0.99% 38
2018
Q3
$511K Sell
6,139
-461
-7% -$38.4K 0.98% 34
2018
Q2
$515K Buy
6,600
+208
+3% +$16.2K 1% 35
2018
Q1
$507K Buy
+6,392
New +$507K 1.09% 31