Resonant Capital 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 | $4.39M | Buy |
27,568
+1,916
| +7% | +$305K | 0.28% | 72 |
|
|
2025
Q1 | $4.37M | Buy |
25,652
+1,715
| +7% | +$292K | 0.31% | 65 |
|
|
2024
Q4 | $4.01M | Buy |
23,937
+476
| +2% | +$79.8K | 0.29% | 71 |
|
|
2024
Q3 | $4.06M | Buy |
23,461
+759
| +3% | +$131K | 0.3% | 69 |
|
|
2024
Q2 | $3.74M | Buy |
22,702
+956
| +4% | +$158K | 0.3% | 71 |
|
|
2024
Q1 | $3.53M | Buy |
21,746
+1,408
| +7% | +$228K | 0.3% | 74 |
|
|
2023
Q4 | $2.98M | Sell |
20,338
-567
| -3% | -$83.1K | 0.29% | 73 |
|
|
2023
Q3 | $3.05M | Buy |
20,905
+1,395
| +7% | +$203K | 0.33% | 71 |
|
|
2023
Q2 | $2.96M | Buy |
19,510
+1,998
| +11% | +$303K | 0.32% | 72 |
|
|
2023
Q1 | $2.6M | Sell |
17,512
-521
| -3% | -$77.5K | 0.3% | 81 |
|
|
2022
Q4 | $2.73M | Buy |
18,033
+1,618
| +10% | +$245K | 0.34% | 79 |
|
|
2022
Q3 | $2.07M | Buy |
16,415
+378
| +2% | +$47.7K | 0.31% | 78 |
|
|
2022
Q2 | $2.31M | Sell |
16,037
-428
| -3% | -$61.5K | 0.36% | 72 |
|
|
2022
Q1 | $2.55M | Buy |
16,465
+1,371
| +9% | +$213K | 0.38% | 68 |
|
|
2021
Q4 | $2.47M | Buy |
15,094
+2,296
| +18% | +$376K | 0.37% | 62 |
|
|
2021
Q3 | $1.79M | Buy |
12,798
+1,448
| +13% | +$202K | 0.31% | 71 |
|
|
2021
Q2 | $1.53M | Buy |
11,350
+263
| +2% | +$35.5K | 0.3% | 74 |
|
|
2021
Q1 | $1.5M | Buy |
11,087
+1,065
| +11% | +$144K | 0.31% | 71 |
|
|
2020
Q4 | $1.39M | Buy |
10,022
+478
| +5% | +$66.5K | 0.33% | 68 |
|
|
2020
Q3 | $1.33M | Buy |
9,544
+55
| +0.6% | +$7.65K | 0.38% | 58 |
|
|
2020
Q2 | $1.14M | Sell |
9,489
-2,404
| -20% | -$288K | 0.33% | 63 |
|
|
2020
Q1 | $1.31M | Buy |
11,893
+1,714
| +17% | +$189K | 0.48% | 69 |
|
|
2019
Q4 | $1.27M | Buy |
+10,179
| New | +$1.27M | 0.4% | 78 |
|