Regent Peak Wealth 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
Q1 | $1.83M | Sell |
10,747
-316
| -3% | -$53.9K | 0.43% | 31 |
|
|
2024
Q4 | $1.85M | Buy |
11,063
+139
| +1% | +$23.3K | 0.42% | 31 |
|
|
2024
Q3 | $1.89M | Sell |
10,924
-437
| -4% | -$75.7K | 0.43% | 48 |
|
|
2024
Q2 | $1.87M | Sell |
11,361
-1,004
| -8% | -$166K | 0.43% | 52 |
|
|
2024
Q1 | $2.01M | Buy |
12,365
+197
| +2% | +$32K | 0.51% | 46 |
|
|
2023
Q4 | $1.78M | Sell |
12,168
-153
| -1% | -$22.4K | 0.48% | 44 |
|
|
2023
Q3 | $1.8M | Sell |
12,321
-807
| -6% | -$118K | 0.55% | 44 |
|
|
2023
Q2 | $1.99M | Sell |
13,128
-1,781
| -12% | -$270K | 0.58% | 43 |
|
|
2023
Q1 | $2.22M | Sell |
14,909
-728
| -5% | -$108K | 0.69% | 40 |
|
|
2022
Q4 | $2.37M | Sell |
15,637
-566
| -3% | -$85.8K | 0.78% | 33 |
|
|
2022
Q3 | $2.05M | Sell |
16,203
-492
| -3% | -$62.1K | 0.72% | 31 |
|
|
2022
Q2 | $2.4M | Sell |
16,695
-723
| -4% | -$104K | 0.78% | 29 |
|
|
2022
Q1 | $2.66M | Sell |
17,418
-508
| -3% | -$77.6K | 0.76% | 25 |
|
|
2021
Q4 | $2.93M | Buy |
17,926
+113
| +0.6% | +$18.5K | 0.8% | 22 |
|
|
2021
Q3 | $2.49M | Buy |
17,813
+141
| +0.8% | +$19.7K | 0.71% | 27 |
|
|
2021
Q2 | $2.51M | Buy |
17,672
+439
| +3% | +$62.5K | 0.7% | 28 |
|
|
2021
Q1 | $2.33M | Buy |
17,233
+236
| +1% | +$32K | 0.77% | 26 |
|
|
2020
Q4 | $2.37M | Buy |
16,997
+531
| +3% | +$73.9K | 0.79% | 23 |
|
|
2020
Q3 | $2.29M | Buy |
16,466
+76
| +0.5% | +$10.6K | 0.97% | 21 |
|
|
2020
Q2 | $1.96M | Buy |
16,390
+2,435
| +17% | +$291K | 0.89% | 22 |
|
|
2020
Q1 | $1.54M | Buy |
13,955
+420
| +3% | +$46.2K | 0.85% | 23 |
|
|
2019
Q4 | $1.69M | Buy |
+13,535
| New | +$1.69M | 0.77% | 23 |
|