Plante Moran 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 | $1.76M | Sell |
11,052
-2,359
| -18% | -$376K | 0.12% | 27 |
|
|
2025
Q1 | $2.29M | Sell |
13,411
-337
| -2% | -$57.4K | 0.2% | 21 |
|
|
2024
Q4 | $2.3M | Sell |
13,748
-130
| -0.9% | -$21.8K | 0.19% | 26 |
|
|
2024
Q3 | $2.4M | Sell |
13,878
-284
| -2% | -$49.2K | 0.21% | 25 |
|
|
2024
Q2 | $2.34M | Sell |
14,162
-640
| -4% | -$106K | 0.23% | 25 |
|
|
2024
Q1 | $2.4M | Buy |
14,802
+122
| +0.8% | +$19.8K | 0.26% | 25 |
|
|
2023
Q4 | $2.15M | Sell |
14,680
-88
| -0.6% | -$12.9K | 0.22% | 29 |
|
|
2023
Q3 | $2.15M | Buy |
14,768
+1,333
| +10% | +$194K | 0.26% | 28 |
|
|
2023
Q2 | $2.04M | Buy |
13,435
+33
| +0.2% | +$5.01K | 0.24% | 28 |
|
|
2023
Q1 | $1.99M | Buy |
13,402
+731
| +6% | +$109K | 0.27% | 26 |
|
|
2022
Q4 | $1.92M | Sell |
12,671
-96
| -0.8% | -$14.6K | 0.28% | 28 |
|
|
2022
Q3 | $1.61M | Sell |
12,767
-1,144
| -8% | -$144K | 0.28% | 29 |
|
|
2022
Q2 | $2M | Sell |
13,911
-190
| -1% | -$27.3K | 0.33% | 25 |
|
|
2022
Q1 | $2.16M | Buy |
14,101
+1,008
| +8% | +$154K | 0.4% | 29 |
|
|
2021
Q4 | $2.14M | Buy |
13,093
+518
| +4% | +$84.7K | 0.35% | 26 |
|
|
2021
Q3 | $1.76M | Buy |
12,575
+281
| +2% | +$39.3K | 0.39% | 27 |
|
|
2021
Q2 | $1.66M | Buy |
12,294
+474
| +4% | +$64K | 0.4% | 26 |
|
|
2021
Q1 | $1.6M | Sell |
11,820
-224
| -2% | -$30.3K | 0.44% | 26 |
|
|
2020
Q4 | $1.68M | Sell |
12,044
-893
| -7% | -$124K | 0.52% | 23 |
|
|
2020
Q3 | $1.8M | Sell |
12,937
-506
| -4% | -$70.3K | 0.63% | 22 |
|
|
2020
Q2 | $1.61M | Sell |
13,443
-239
| -2% | -$28.6K | 0.64% | 23 |
|
|
2020
Q1 | $1.51M | Sell |
13,682
-10,477
| -43% | -$1.15M | 0.69% | 20 |
|
|
2019
Q4 | $3.02M | Buy |
24,159
+98
| +0.4% | +$12.2K | 1.05% | 14 |
|
|
2019
Q3 | $2.99M | Sell |
24,061
-401
| -2% | -$49.9K | 0.87% | 19 |
|
|
2019
Q2 | $2.68M | Buy |
24,462
+6,609
| +37% | +$725K | 0.82% | 17 |
|
|
2019
Q1 | $1.86M | Buy |
17,853
+172
| +1% | +$17.9K | 0.57% | 24 |
|
|
2018
Q4 | $1.63M | Buy |
17,681
+4,102
| +30% | +$377K | 0.56% | 24 |
|
|
2018
Q3 | $1.13M | Sell |
13,579
-2,687
| -17% | -$224K | 0.37% | 37 |
|
|
2018
Q2 | $1.27M | Buy |
16,266
+534
| +3% | +$41.7K | 0.64% | 28 |
|
|
2018
Q1 | $1.25M | Sell |
15,732
-140
| -0.9% | -$11.1K | 0.68% | 27 |
|
|
2017
Q4 | $1.46M | Sell |
15,872
-14
| -0.1% | -$1.29K | 0.81% | 21 |
|
|
2017
Q3 | $1.45M | Sell |
15,886
-200
| -1% | -$18.2K | 0.86% | 23 |
|
|
2017
Q2 | $1.4M | Sell |
16,086
-590
| -4% | -$51.4K | 0.88% | 23 |
|
|
2017
Q1 | $1.5M | Sell |
16,676
-211
| -1% | -$19K | 0.9% | 19 |
|
|
2016
Q4 | $1.42M | Sell |
16,887
-1,362
| -7% | -$115K | 0.89% | 20 |
|
|
2016
Q3 | $1.64M | Buy |
18,249
+721
| +4% | +$64.7K | 1.11% | 16 |
|
|
2016
Q2 | $1.48M | Buy |
17,528
+388
| +2% | +$32.9K | 1.07% | 18 |
|
|
2016
Q1 | $1.41M | Buy |
17,140
+1,976
| +13% | +$163K | 1.09% | 16 |
|
|
2015
Q4 | $1.2M | Buy |
15,164
+13
| +0.1% | +$1.03K | 0.9% | 23 |
|
|
2015
Q3 | $1.09M | Sell |
15,151
-874
| -5% | -$62.9K | 0.86% | 27 |
|
|
2015
Q2 | $1.25M | Buy |
16,025
+842
| +6% | +$65.9K | 0.9% | 22 |
|
|
2015
Q1 | $1.24M | Sell |
15,183
-1,246
| -8% | -$102K | 0.87% | 24 |
|
|
2014
Q4 | $1.5M | Sell |
16,429
-1,090
| -6% | -$99.3K | 1.1% | 17 |
|
|
2014
Q3 | $1.47M | Sell |
17,519
-190
| -1% | -$15.9K | 1.28% | 16 |
|
|
2014
Q2 | $1.39M | Buy |
17,709
+1,261
| +8% | +$99.1K | 1.25% | 18 |
|
|
2014
Q1 | $1.33M | Sell |
16,448
-1,395
| -8% | -$112K | 1.44% | 18 |
|
|
2013
Q4 | $1.45M | Buy |
17,843
+114
| +0.6% | +$9.28K | 0.82% | 21 |
|
|
2013
Q3 | $1.34M | Buy |
17,729
+467
| +3% | +$35.3K | 0.82% | 20 |
|
|
2013
Q2 | $1.33M | Buy |
+17,262
| New | +$1.33M | 0.98% | 16 |
|