RWM
Ritholtz Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
79,842
+2,550
| +3% | +$406K | 0.28% | 42 |
|
|
2025
Q1 | $13.2M | Sell |
77,292
-1,026
| -1% | -$175K | 0.39% | 35 |
|
|
2024
Q4 | $13.1M | Buy |
78,318
+2,421
| +3% | +$406K | 0.39% | 37 |
|
|
2024
Q3 | $13.1M | Sell |
75,897
-1,453
| -2% | -$252K | 0.4% | 36 |
|
|
2024
Q2 | $12.8M | Buy |
77,350
+2,880
| +4% | +$475K | 0.42% | 35 |
|
|
2024
Q1 | $12.1M | Buy |
74,470
+2,801
| +4% | +$454K | 0.42% | 34 |
|
|
2023
Q4 | $10.5M | Buy |
71,669
+14,034
| +24% | +$2.06M | 0.41% | 33 |
|
|
2023
Q3 | $8.41M | Buy |
57,635
+2,720
| +5% | +$397K | 0.38% | 38 |
|
|
2023
Q2 | $8.33M | Buy |
54,915
+439
| +0.8% | +$66.6K | 0.37% | 35 |
|
|
2023
Q1 | $8.1M | Sell |
54,476
-11,888
| -18% | -$1.77M | 0.4% | 29 |
|
|
2022
Q4 | $10.1M | Buy |
66,364
+32,120
| +94% | +$4.87M | 0.56% | 25 |
|
|
2022
Q3 | $4.32M | Buy |
34,244
+10,657
| +45% | +$1.35M | 0.23% | 58 |
|
|
2022
Q2 | $3.39M | Sell |
23,587
-1,584
| -6% | -$228K | 0.21% | 56 |
|
|
2022
Q1 | $3.85M | Buy |
25,171
+1,180
| +5% | +$180K | 0.26% | 41 |
|
|
2021
Q4 | $3.92M | Buy |
23,991
+2,797
| +13% | +$457K | 0.24% | 43 |
|
|
2021
Q3 | $2.96M | Buy |
21,194
+2,401
| +13% | +$336K | 0.21% | 48 |
|
|
2021
Q2 | $2.54M | Buy |
18,793
+1,903
| +11% | +$257K | 0.18% | 57 |
|
|
2021
Q1 | $2.29M | Buy |
16,890
+2,234
| +15% | +$302K | 0.19% | 57 |
|
|
2020
Q4 | $2.04M | Buy |
14,656
+1,319
| +10% | +$184K | 0.2% | 57 |
|
|
2020
Q3 | $1.85M | Buy |
13,337
+2,591
| +24% | +$360K | 0.21% | 48 |
|
|
2020
Q2 | $1.29M | Buy |
10,746
+965
| +10% | +$115K | 0.17% | 54 |
|
|
2020
Q1 | $1.08M | Buy |
9,781
+186
| +2% | +$20.5K | 0.17% | 46 |
|
|
2019
Q4 | $1.2M | Buy |
9,595
+786
| +9% | +$98.1K | 0.17% | 44 |
|
|
2019
Q3 | $1.1M | Buy |
8,809
+773
| +10% | +$96.2K | 0.18% | 46 |
|
|
2019
Q2 | $881K | Buy |
8,036
+534
| +7% | +$58.5K | 0.15% | 49 |
|
|
2019
Q1 | $781K | Buy |
7,502
+138
| +2% | +$14.4K | 0.14% | 53 |
|
|
2018
Q4 | $677K | Buy |
7,364
+369
| +5% | +$33.9K | 0.15% | 52 |
|
|
2018
Q3 | $582K | Sell |
6,995
-1,853
| -21% | -$154K | 0.15% | 54 |
|
|
2018
Q2 | $691K | Sell |
8,848
-993
| -10% | -$77.6K | 0.19% | 45 |
|
|
2018
Q1 | $780K | Sell |
9,841
-2,139
| -18% | -$170K | 0.22% | 41 |
|
|
2017
Q4 | $1.1M | Buy |
11,980
+9,584
| +400% | +$881K | 0.33% | 39 |
|
|
2017
Q3 | $218K | Buy |
+2,396
| New | +$218K | 0.08% | 70 |
|