Planning Alternatives’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 | $391K | Buy |
2,454
+386
| +19% | +$61.5K | 0.05% | 57 |
|
|
2025
Q1 | $352K | Buy |
2,068
+507
| +32% | +$86.4K | 0.05% | 56 |
|
|
2024
Q4 | $262K | Sell |
1,561
-180
| -10% | -$30.2K | 0.04% | 52 |
|
|
2024
Q3 | $301K | Sell |
1,741
-131
| -7% | -$22.7K | 0.05% | 49 |
|
|
2024
Q2 | $309K | Sell |
1,872
-214
| -10% | -$35.3K | 0.05% | 46 |
|
|
2024
Q1 | $338K | Sell |
2,086
-96
| -4% | -$15.6K | 0.06% | 40 |
|
|
2023
Q4 | $320K | Hold |
2,182
| – | – | 0.06% | 38 |
|
|
2023
Q3 | $318K | Buy |
2,182
+180
| +9% | +$26.3K | 0.06% | 36 |
|
|
2023
Q2 | $304K | Hold |
2,002
| – | – | 0.06% | 37 |
|
|
2023
Q1 | $298K | Sell |
2,002
-119
| -6% | -$17.7K | 0.06% | 39 |
|
|
2022
Q4 | $321K | Hold |
2,121
| – | – | 0.06% | 37 |
|
|
2022
Q3 | $268K | Sell |
2,121
-215
| -9% | -$27.2K | 0.06% | 37 |
|
|
2022
Q2 | $336K | Hold |
2,336
| – | – | 0.06% | 35 |
|
|
2022
Q1 | $357K | Hold |
2,336
| – | – | 0.06% | 36 |
|
|
2021
Q4 | $382K | Hold |
2,336
| – | – | 0.06% | 36 |
|
|
2021
Q3 | $327K | Hold |
2,336
| – | – | 0.05% | 38 |
|
|
2021
Q2 | $315K | Hold |
2,336
| – | – | 0.05% | 36 |
|
|
2021
Q1 | $316K | Hold |
2,336
| – | – | 0.05% | 39 |
|
|
2020
Q4 | $325K | Hold |
2,336
| – | – | 0.06% | 38 |
|
|
2020
Q3 | $325K | Hold |
2,336
| – | – | 0.06% | 37 |
|
|
2020
Q2 | $279K | Sell |
2,336
-202
| -8% | -$24.1K | 0.06% | 36 |
|
|
2020
Q1 | $279K | Sell |
2,538
-95
| -4% | -$10.4K | 0.06% | 36 |
|
|
2019
Q4 | $329K | Sell |
2,633
-4,136
| -61% | -$517K | 0.06% | 38 |
|
|
2019
Q3 | $842K | Hold |
6,769
| – | – | 0.15% | 33 |
|
|
2019
Q2 | $742K | Sell |
6,769
-109
| -2% | -$11.9K | 0.14% | 35 |
|
|
2019
Q1 | $716K | Buy |
6,878
+109
| +2% | +$11.3K | 0.13% | 37 |
|
|
2018
Q4 | $622K | Buy |
6,769
+500
| +8% | +$45.9K | 0.13% | 35 |
|
|
2018
Q3 | $522K | Sell |
6,269
-14
| -0.2% | -$1.17K | 0.09% | 38 |
|
|
2018
Q2 | $490K | Buy |
+6,283
| New | +$490K | 0.09% | 38 |
|
|
2018
Q1 | – | Sell |
-6,469
| Closed | -$594K | – | 52 |
|
|
2017
Q4 | $594K | Sell |
6,469
-748
| -10% | -$68.7K | 0.11% | 35 |
|
|
2017
Q3 | $657K | Hold |
7,217
| – | – | 0.12% | 37 |
|
|
2017
Q2 | $629K | Buy |
7,217
+98
| +1% | +$8.54K | 0.12% | 37 |
|
|
2017
Q1 | $640K | Sell |
7,119
-2,553
| -26% | -$230K | 0.12% | 33 |
|
|
2016
Q4 | $813K | Sell |
9,672
-243
| -2% | -$20.4K | 0.17% | 30 |
|
|
2016
Q3 | $890K | Buy |
9,915
+7
| +0.1% | +$628 | 0.19% | 30 |
|
|
2016
Q2 | $839K | Sell |
9,908
-13
| -0.1% | -$1.1K | 0.18% | 30 |
|
|
2016
Q1 | $817K | Buy |
9,921
+7
| +0.1% | +$576 | 0.18% | 31 |
|
|
2015
Q4 | $787K | Buy |
9,914
+2,062
| +26% | +$164K | 0.18% | 31 |
|
|
2015
Q3 | $565K | Sell |
7,852
-13
| -0.2% | -$935 | 0.14% | 32 |
|
|
2015
Q2 | $615K | Sell |
7,865
-11
| -0.1% | -$860 | 0.13% | 31 |
|
|
2015
Q1 | $645K | Buy |
7,876
+440
| +6% | +$36K | 0.15% | 28 |
|
|
2014
Q4 | $677K | Buy |
7,436
+4
| +0.1% | +$364 | 0.15% | 33 |
|
|
2014
Q3 | $622K | Buy |
7,432
+30
| +0.4% | +$2.51K | 0.15% | 33 |
|
|
2014
Q2 | $582K | Sell |
7,402
-45
| -0.6% | -$3.54K | 0.14% | 33 |
|
|
2014
Q1 | $600K | Buy |
7,447
+4
| +0.1% | +$322 | 0.18% | 29 |
|
|
2013
Q4 | $606K | Buy |
7,443
+5
| +0.1% | +$407 | 0.18% | 24 |
|
|
2013
Q3 | $562K | Buy |
7,438
+634
| +9% | +$47.9K | 0.26% | 13 |
|
|
2013
Q2 | $524K | Buy |
+6,804
| New | +$524K | 0.3% | 13 |
|