Planning Directions’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 | $254K | Sell |
1,593
-26,249
| -94% | -$4.18M | 0.14% | 72 |
|
|
2025
Q1 | $4.74M | Buy |
27,842
+25,953
| +1,374% | +$4.42M | 2.03% | 14 |
|
|
2024
Q4 | $317K | Sell |
1,889
-49
| -3% | -$8.21K | 0.18% | 61 |
|
|
2024
Q3 | $336K | Sell |
1,938
-465
| -19% | -$80.5K | 0.2% | 59 |
|
|
2024
Q2 | $396K | Sell |
2,403
-60
| -2% | -$9.9K | 0.27% | 49 |
|
|
2024
Q1 | $400K | Buy |
2,463
+6
| +0.2% | +$974 | 0.28% | 47 |
|
|
2023
Q4 | $360K | Buy |
2,457
+306
| +14% | +$44.8K | 0.26% | 48 |
|
|
2023
Q3 | $314K | Buy |
2,151
+4
| +0.2% | +$584 | 0.24% | 47 |
|
|
2023
Q2 | $326K | Buy |
2,147
+5
| +0.2% | +$759 | 0.24% | 49 |
|
|
2023
Q1 | $318K | Sell |
2,142
-41
| -2% | -$6.09K | 0.24% | 46 |
|
|
2022
Q4 | $331K | Buy |
2,183
+6
| +0.3% | +$910 | 0.25% | 48 |
|
|
2022
Q3 | $275K | Buy |
2,177
+6
| +0.3% | +$758 | 0.22% | 50 |
|
|
2022
Q2 | $312K | Buy |
2,171
+6
| +0.3% | +$862 | 0.24% | 46 |
|
|
2022
Q1 | $331K | Sell |
2,165
-258
| -11% | -$39.4K | 0.23% | 53 |
|
|
2021
Q4 | $396K | Buy |
2,423
+7
| +0.3% | +$1.14K | 0.26% | 47 |
|
|
2021
Q3 | $338K | Buy |
2,416
+7
| +0.3% | +$979 | 0.25% | 49 |
|
|
2021
Q2 | $325K | Buy |
2,409
+257
| +12% | +$34.7K | 0.24% | 50 |
|
|
2021
Q1 | $291K | Buy |
2,152
+106
| +5% | +$14.3K | 0.23% | 51 |
|
|
2020
Q4 | $285K | Buy |
2,046
+5
| +0.2% | +$696 | 0.23% | 49 |
|
|
2020
Q3 | $284K | Sell |
2,041
-45
| -2% | -$6.26K | 0.25% | 47 |
|
|
2020
Q2 | $249K | Buy |
+2,086
| New | +$249K | 0.23% | 50 |
|
|
2020
Q1 | – | Sell |
-1,825
| Closed | -$228K | – | 83 |
|
|
2019
Q4 | $228K | Buy |
1,825
+5
| +0.3% | +$625 | 0.21% | 51 |
|
|
2019
Q3 | $226K | Sell |
1,820
-60
| -3% | -$7.45K | 0.22% | 49 |
|
|
2019
Q2 | $206K | Buy |
+1,880
| New | +$206K | 0.21% | 56 |
|