Pinnacle Wealth Management Group’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 | $589K | Sell |
3,694
-120
| -3% | -$19.1K | 0.34% | 57 |
|
|
2025
Q1 | $650K | Sell |
3,814
-1,000
| -21% | -$170K | 0.45% | 40 |
|
|
2024
Q4 | $807K | Sell |
4,814
-340
| -7% | -$57K | 0.5% | 42 |
|
|
2024
Q3 | $893K | Hold |
5,154
| – | – | 0.56% | 40 |
|
|
2024
Q2 | $850K | Sell |
5,154
-128
| -2% | -$21.1K | 0.58% | 37 |
|
|
2024
Q1 | $857K | Hold |
5,282
| – | – | 0.64% | 37 |
|
|
2023
Q4 | $774K | Sell |
5,282
-80
| -1% | -$11.7K | 0.64% | 42 |
|
|
2023
Q3 | $782K | Sell |
5,362
-50
| -0.9% | -$7.29K | 0.71% | 39 |
|
|
2023
Q2 | $821K | Sell |
5,412
-200
| -4% | -$30.3K | 0.72% | 37 |
|
|
2023
Q1 | $834K | Sell |
5,612
-200
| -3% | -$29.7K | 0.72% | 35 |
|
|
2022
Q4 | $881K | Buy |
5,812
+254
| +5% | +$38.5K | 0.78% | 33 |
|
|
2022
Q3 | $702K | Sell |
5,558
-29
| -0.5% | -$3.66K | 0.62% | 38 |
|
|
2022
Q2 | $803K | Buy |
5,587
+209
| +4% | +$30K | 0.67% | 37 |
|
|
2022
Q1 | $822K | Buy |
5,378
+200
| +4% | +$30.6K | 0.62% | 38 |
|
|
2021
Q4 | $847K | Sell |
5,178
-100
| -2% | -$16.4K | 0.63% | 41 |
|
|
2021
Q3 | $738K | Hold |
5,278
| – | – | 0.55% | 43 |
|
|
2021
Q2 | $712K | Buy |
+5,278
| New | +$712K | 0.52% | 51 |
|