PYA Waltman Capital’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 | $3.41M | Buy |
21,403
+2,745
| +15% | +$437K | 0.98% | 26 |
|
|
2025
Q1 | $3.18M | Buy |
18,658
+777
| +4% | +$132K | 1% | 24 |
|
|
2024
Q4 | $3M | Buy |
17,881
+213
| +1% | +$35.7K | 0.97% | 26 |
|
|
2024
Q3 | $3.06M | Buy |
17,668
+675
| +4% | +$117K | 1% | 25 |
|
|
2024
Q2 | $2.8M | Buy |
16,993
+1,991
| +13% | +$328K | 1.03% | 25 |
|
|
2024
Q1 | $2.43M | Buy |
15,002
+308
| +2% | +$50K | 0.9% | 27 |
|
|
2023
Q4 | $2.15M | Buy |
14,694
+970
| +7% | +$142K | 0.9% | 28 |
|
|
2023
Q3 | $2M | Buy |
13,724
+2,543
| +23% | +$371K | 0.85% | 26 |
|
|
2023
Q2 | $1.74M | Buy |
11,181
+2,940
| +36% | +$458K | 0.75% | 23 |
|
|
2023
Q1 | $1.23M | Buy |
8,241
+2,655
| +48% | +$395K | 0.61% | 25 |
|
|
2022
Q4 | $847K | Buy |
5,586
+1,012
| +22% | +$153K | 0.44% | 28 |
|
|
2022
Q3 | $577K | Buy |
4,574
+2,725
| +147% | +$344K | 0.34% | 28 |
|
|
2022
Q2 | $266K | Buy |
1,849
+667
| +56% | +$96K | 0.15% | 37 |
|
|
2022
Q1 | $181K | Buy |
1,182
+299
| +34% | +$45.8K | 0.09% | 48 |
|
|
2021
Q4 | $144K | Buy |
+883
| New | +$144K | 0.07% | 56 |
|