Prism 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 | $206K | Hold |
1,295
| – | – | 0.06% | 68 |
|
|
2025
Q1 | $221K | Buy |
1,295
+86
| +7% | +$14.7K | 0.07% | 56 |
|
|
2024
Q4 | $203K | Hold |
1,209
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $209K | Buy |
+1,209
| New | +$209K | 0.06% | 65 |
|
|
2022
Q4 | – | Sell |
-1,782
| Closed | -$225K | – | 50 |
|
|
2022
Q3 | $225K | Hold |
1,782
| – | – | 0.09% | 48 |
|
|
2022
Q2 | $256K | Hold |
1,782
| – | – | 0.1% | 42 |
|
|
2022
Q1 | $272K | Hold |
1,782
| – | – | 0.09% | 39 |
|
|
2021
Q4 | $291K | Hold |
1,782
| – | – | 0.1% | 40 |
|
|
2021
Q3 | $249K | Hold |
1,782
| – | – | 0.09% | 43 |
|
|
2021
Q2 | $240K | Hold |
1,782
| – | – | 0.08% | 50 |
|
|
2021
Q1 | $241K | Sell |
1,782
-218
| -11% | -$29.5K | 0.09% | 43 |
|
|
2020
Q4 | $278K | Hold |
2,000
| – | – | 0.11% | 41 |
|
|
2020
Q3 | $278K | Hold |
2,000
| – | – | 0.12% | 38 |
|
|
2020
Q2 | $239K | Hold |
2,000
| – | – | 0.11% | 41 |
|
|
2020
Q1 | $220K | Hold |
2,000
| – | – | 0.14% | 57 |
|
|
2019
Q4 | $250K | Hold |
2,000
| – | – | 0.13% | 57 |
|
|
2019
Q3 | $249K | Hold |
2,000
| – | – | 0.14% | 53 |
|
|
2019
Q2 | $219K | Sell |
2,000
-390
| -16% | -$42.7K | 0.12% | 55 |
|
|
2019
Q1 | $249K | Buy |
+2,390
| New | +$249K | 0.14% | 52 |
|