RIS
Retirement Income Solutions’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $935K | Buy |
5,868
+232
| +4% | +$37K | 0.17% | 52 |
|
2025
Q1 | $960K | Hold |
5,636
| – | – | 0.2% | 47 |
|
2024
Q4 | $945K | Hold |
5,636
| – | – | 0.19% | 46 |
|
2024
Q3 | $976K | Hold |
5,636
| – | – | 0.22% | 48 |
|
2024
Q2 | $929K | Buy |
5,636
+40
| +0.7% | +$6.6K | 0.22% | 48 |
|
2024
Q1 | $908K | Buy |
5,596
+80
| +1% | +$13K | 0.21% | 55 |
|
2023
Q4 | $808K | Buy |
5,516
+61
| +1% | +$8.94K | 0.2% | 55 |
|
2023
Q3 | $796K | Sell |
5,455
-1,280
| -19% | -$187K | 0.22% | 50 |
|
2023
Q2 | $1.02M | Hold |
6,735
| – | – | 0.27% | 45 |
|
2023
Q1 | $1M | Hold |
6,735
| – | – | 0.29% | 44 |
|
2022
Q4 | $1.02M | Buy |
6,735
+2,160
| +47% | +$327K | 0.32% | 45 |
|
2022
Q3 | $589K | Buy |
4,575
+125
| +3% | +$16.1K | 0.21% | 51 |
|
2022
Q2 | $640K | Sell |
4,450
-12
| -0.3% | -$1.73K | 0.23% | 49 |
|
2022
Q1 | $682K | Sell |
4,462
-88
| -2% | -$13.5K | 0.19% | 47 |
|
2021
Q4 | $744K | Buy |
4,550
+40
| +0.9% | +$6.54K | 0.2% | 44 |
|
2021
Q3 | $630K | Buy |
4,510
+60
| +1% | +$8.38K | 0.21% | 52 |
|
2021
Q2 | $600K | Sell |
4,450
-13
| -0.3% | -$1.75K | 0.21% | 52 |
|
2021
Q1 | $604K | Hold |
4,463
| – | – | 0.21% | 52 |
|
2020
Q4 | $621K | Buy |
4,463
+613
| +16% | +$85.3K | 0.23% | 51 |
|
2020
Q3 | $535K | Sell |
3,850
-50
| -1% | -$6.95K | 0.24% | 53 |
|
2020
Q2 | $466K | Hold |
3,900
| – | – | 0.2% | 56 |
|
2020
Q1 | $429K | Sell |
3,900
-180
| -4% | -$19.8K | 0.24% | 46 |
|
2019
Q4 | $510K | Hold |
4,080
| – | – | 0.21% | 47 |
|
2019
Q3 | $507K | Hold |
4,080
| – | – | 0.27% | 41 |
|
2019
Q2 | $447K | Buy |
4,080
+50
| +1% | +$5.48K | 0.24% | 42 |
|
2019
Q1 | $419K | Buy |
4,030
+500
| +14% | +$52K | 0.24% | 46 |
|
2018
Q4 | $324K | Sell |
3,530
-814
| -19% | -$74.7K | 0.21% | 47 |
|
2018
Q3 | $362K | Buy |
4,344
+970
| +29% | +$80.8K | 0.2% | 48 |
|
2018
Q2 | $263K | Buy |
3,374
+509
| +18% | +$39.7K | 0.16% | 57 |
|
2018
Q1 | $227K | Sell |
2,865
-2,542
| -47% | -$201K | 0.14% | 56 |
|
2017
Q4 | $497K | Buy |
+5,407
| New | +$497K | 0.29% | 36 |
|