PFS
Prospera Financial Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
244,590
+2,464
| +1% | +$393K | 0.73% | 21 |
|
|
2025
Q1 | $41.3M | Buy |
242,126
+12,136
| +5% | +$2.07M | 0.95% | 12 |
|
|
2024
Q4 | $38.6M | Buy |
229,990
+2,878
| +1% | +$483K | 0.9% | 15 |
|
|
2024
Q3 | $39.4M | Buy |
227,112
+6,895
| +3% | +$1.19M | 1.01% | 10 |
|
|
2024
Q2 | $36.3M | Buy |
220,217
+6,772
| +3% | +$1.12M | 1.01% | 12 |
|
|
2024
Q1 | $34.6M | Buy |
213,445
+2,040
| +1% | +$331K | 1.03% | 13 |
|
|
2023
Q4 | $31M | Buy |
211,405
+40,770
| +24% | +$5.97M | 1.03% | 13 |
|
|
2023
Q3 | $24.9M | Buy |
170,635
+11,903
| +7% | +$1.74M | 0.96% | 14 |
|
|
2023
Q2 | $24.1M | Buy |
158,732
+5,719
| +4% | +$868K | 0.92% | 14 |
|
|
2023
Q1 | $22.8M | Buy |
153,013
+26,523
| +21% | +$3.95M | 0.94% | 12 |
|
|
2022
Q4 | $19.2M | Sell |
126,490
-10,906
| -8% | -$1.65M | 0.96% | 11 |
|
|
2022
Q3 | $17.4M | Buy |
137,396
+2,296
| +2% | +$290K | 0.91% | 15 |
|
|
2022
Q2 | $19.4M | Buy |
135,100
+4,487
| +3% | +$646K | 0.99% | 11 |
|
|
2022
Q1 | $20M | Buy |
130,613
+3,734
| +3% | +$571K | 0.84% | 14 |
|
|
2021
Q4 | $20.8M | Buy |
126,879
+16,583
| +15% | +$2.71M | 0.9% | 12 |
|
|
2021
Q3 | $15.4M | Buy |
110,296
+3,794
| +4% | +$531K | 0.77% | 15 |
|
|
2021
Q2 | $14.4M | Buy |
106,502
+7,171
| +7% | +$968K | 0.72% | 15 |
|
|
2021
Q1 | $13.5M | Buy |
99,331
+22,575
| +29% | +$3.06M | 0.8% | 14 |
|
|
2020
Q4 | $10.7M | Buy |
76,756
+75,299
| +5,168% | +$10.5M | 0.74% | 15 |
|
|
2020
Q3 | $203K | Sell |
1,457
-70,212
| -98% | -$9.78M | 0.08% | 229 |
|
|
2020
Q2 | $8.57M | Buy |
71,669
+1,821
| +3% | +$218K | 0.76% | 13 |
|
|
2020
Q1 | $7.68M | Sell |
69,848
-8,538
| -11% | -$939K | 0.82% | 14 |
|
|
2019
Q4 | $9.79M | Buy |
78,386
+33,089
| +73% | +$4.13M | 0.75% | 14 |
|
|
2019
Q3 | $5.63M | Buy |
45,297
+6,054
| +15% | +$753K | 0.58% | 20 |
|
|
2019
Q2 | $4.34M | Buy |
+39,243
| New | +$4.34M | 0.49% | 23 |
|
|
2019
Q1 | – | Sell |
-30,931
| Closed | -$2.85M | – | 413 |
|
|
2018
Q4 | $2.85M | Sell |
30,931
-2,086
| -6% | -$192K | 0.57% | 27 |
|
|
2018
Q3 | $2.59M | Sell |
33,017
-2,041
| -6% | -$160K | 0.48% | 36 |
|
|
2018
Q2 | $2.74M | Buy |
35,058
+4,025
| +13% | +$315K | 0.37% | 47 |
|
|
2018
Q1 | $2.46M | Buy |
31,033
+13,490
| +77% | +$1.07M | 0.34% | 55 |
|
|
2017
Q4 | $1.61M | Buy |
17,543
+3,435
| +24% | +$315K | 0.25% | 90 |
|
|
2017
Q3 | $1.29M | Buy |
14,108
+783
| +6% | +$71.5K | 0.2% | 108 |
|
|
2017
Q2 | $1.16M | Sell |
13,325
-2,804
| -17% | -$245K | 0.19% | 113 |
|
|
2017
Q1 | $1.45M | Buy |
16,129
+899
| +6% | +$80.8K | 0.26% | 78 |
|
|
2016
Q4 | $1.28M | Sell |
15,230
-177
| -1% | -$14.9K | 0.25% | 75 |
|
|
2016
Q3 | $1.38M | Buy |
15,407
+20
| +0.1% | +$1.8K | 0.28% | 66 |
|
|
2016
Q2 | $1.3M | Buy |
15,387
+29
| +0.2% | +$2.46K | 0.27% | 74 |
|
|
2016
Q1 | $1.26M | Buy |
15,358
+1,922
| +14% | +$158K | 0.28% | 61 |
|
|
2015
Q4 | $1.07M | Buy |
13,436
+24
| +0.2% | +$1.91K | 0.23% | 67 |
|
|
2015
Q3 | $925K | Sell |
13,412
-2,482
| -16% | -$171K | 0.23% | 64 |
|
|
2015
Q2 | $1.2M | Buy |
15,894
+1,612
| +11% | +$122K | 0.29% | 65 |
|
|
2015
Q1 | $1.13M | Buy |
14,282
+6,053
| +74% | +$477K | 0.25% | 59 |
|
|
2014
Q4 | $750K | Buy |
8,229
+1,475
| +22% | +$134K | 0.19% | 89 |
|
|
2014
Q3 | $520K | Buy |
6,754
+1,003
| +17% | +$77.2K | 0.14% | 124 |
|
|
2014
Q2 | $452K | Buy |
5,751
+125
| +2% | +$9.82K | 0.12% | 134 |
|
|
2014
Q1 | $409K | Buy |
5,626
+569
| +11% | +$41.4K | 0.13% | 120 |
|
|
2013
Q4 | $412K | Sell |
5,057
-2,390
| -32% | -$195K | 0.14% | 121 |
|
|
2013
Q3 | $567K | Sell |
7,447
-1,091
| -13% | -$83.1K | 0.22% | 93 |
|
|
2013
Q2 | $666K | Buy |
+8,538
| New | +$666K | 0.31% | 82 |
|