PFA
Plotkin Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Hold |
9,969
| – | – | 0.88% | 28 |
|
|
2025
Q1 | $1.7M | Hold |
9,969
| – | – | 1.04% | 23 |
|
|
2024
Q4 | $1.67M | Hold |
9,969
| – | – | 0.99% | 25 |
|
|
2024
Q3 | $1.73M | Buy |
9,969
+25
| +0.3% | +$4.33K | 1.03% | 23 |
|
|
2024
Q2 | $1.64M | Hold |
9,944
| – | – | 1.05% | 26 |
|
|
2024
Q1 | $1.61M | Buy |
9,944
+6,581
| +196% | +$1.07M | 1.07% | 25 |
|
|
2023
Q4 | $493K | Hold |
3,363
| – | – | 0.37% | 44 |
|
|
2023
Q3 | $491K | Hold |
3,363
| – | – | 0.43% | 42 |
|
|
2023
Q2 | $510K | Hold |
3,363
| – | – | 0.42% | 40 |
|
|
2023
Q1 | $500K | Hold |
3,363
| – | – | 0.47% | 36 |
|
|
2022
Q4 | $510K | Hold |
3,363
| – | – | 0.52% | 35 |
|
|
2022
Q3 | $425K | Sell |
3,363
-206
| -6% | -$26K | 0.43% | 40 |
|
|
2022
Q2 | $513K | Hold |
3,569
| – | – | 0.49% | 37 |
|
|
2022
Q1 | $545K | Hold |
3,569
| – | – | 0.38% | 39 |
|
|
2021
Q4 | $584K | Sell |
3,569
-313
| -8% | -$51.2K | 0.37% | 45 |
|
|
2021
Q3 | $543K | Buy |
3,882
+295
| +8% | +$41.2K | 0.32% | 51 |
|
|
2021
Q2 | $484K | Sell |
3,587
-330
| -8% | -$44.5K | 0.27% | 58 |
|
|
2021
Q1 | $530K | Buy |
3,917
+25
| +0.6% | +$3.39K | 0.32% | 44 |
|
|
2020
Q4 | $542K | Buy |
3,892
+18
| +0.5% | +$2.51K | 0.36% | 35 |
|
|
2020
Q3 | $538K | Hold |
3,874
| – | – | 0.59% | 32 |
|
|
2020
Q2 | $463K | Hold |
3,874
| – | – | 0.39% | 37 |
|
|
2020
Q1 | $426K | Hold |
3,874
| – | – | 0.52% | 33 |
|
|
2019
Q4 | $484K | Buy |
+3,874
| New | +$484K | 0.45% | 38 |
|