RDFA
Ritter Daniher Financial Advisory’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
67,403
-3,284
| -5% | -$523K | 2.64% | 9 |
|
|
2025
Q1 | $12M | Sell |
70,687
-2,291
| -3% | -$390K | 3.29% | 9 |
|
|
2024
Q4 | $12.2M | Buy |
72,978
+4,752
| +7% | +$797K | 3.45% | 7 |
|
|
2024
Q3 | $11.8M | Sell |
68,226
-1,575
| -2% | -$273K | 3.43% | 8 |
|
|
2024
Q2 | $11.5M | Sell |
69,801
-3,046
| -4% | -$502K | 3.67% | 8 |
|
|
2024
Q1 | $11.8M | Sell |
72,847
-466
| -0.6% | -$75.6K | 3.91% | 7 |
|
|
2023
Q4 | $10.7M | Sell |
73,313
-738
| -1% | -$108K | 3.98% | 7 |
|
|
2023
Q3 | $10.8M | Buy |
74,051
+2
| +0% | +$292 | 4.56% | 7 |
|
|
2023
Q2 | $11.2M | Sell |
74,049
-34
| -0% | -$5.16K | 4.65% | 7 |
|
|
2023
Q1 | $11M | Sell |
74,083
-453
| -0.6% | -$67.4K | 4.84% | 7 |
|
|
2022
Q4 | $11.3M | Sell |
74,536
-1,079
| -1% | -$164K | 5.38% | 7 |
|
|
2022
Q3 | $9.55M | Sell |
75,615
-1,470
| -2% | -$186K | 6.84% | 4 |
|
|
2022
Q2 | $11.1M | Buy |
77,085
+625
| +0.8% | +$89.9K | 7.88% | 3 |
|
|
2022
Q1 | $11.7M | Buy |
76,460
+2,548
| +3% | +$389K | 8.06% | 3 |
|
|
2021
Q4 | $12.1M | Sell |
73,912
-1,257
| -2% | -$206K | 8.06% | 3 |
|
|
2021
Q3 | $10.5M | Buy |
75,169
+816
| +1% | +$114K | 7.69% | 3 |
|
|
2021
Q2 | $10M | Buy |
74,353
+2,235
| +3% | +$302K | 7.47% | 4 |
|
|
2021
Q1 | $9.77M | Sell |
72,118
-495
| -0.7% | -$67K | 7.81% | 5 |
|
|
2020
Q4 | $10.1M | Buy |
+72,613
| New | +$10.1M | 8.77% | 3 |
|