RKL Wealth Management’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 | $3.13M | Sell |
19,676
-133
| -0.7% | -$21.2K | 0.28% | 52 |
|
|
2025
Q1 | $3.38M | Buy |
19,809
+1,973
| +11% | +$336K | 0.32% | 47 |
|
|
2024
Q4 | $2.99M | Buy |
17,836
+450
| +3% | +$75.4K | 0.27% | 52 |
|
|
2024
Q3 | $3.01M | Buy |
17,386
+262
| +2% | +$45.4K | 0.27% | 51 |
|
|
2024
Q2 | $2.82M | Sell |
17,124
-538
| -3% | -$88.7K | 0.27% | 49 |
|
|
2024
Q1 | $2.87M | Sell |
17,662
-201
| -1% | -$32.6K | 0.28% | 49 |
|
|
2023
Q4 | $2.62M | Sell |
17,863
-445
| -2% | -$65.2K | 0.28% | 48 |
|
|
2023
Q3 | $2.67M | Buy |
18,308
+235
| +1% | +$34.3K | 0.33% | 45 |
|
|
2023
Q2 | $2.74M | Buy |
18,073
+22
| +0.1% | +$3.34K | 0.32% | 46 |
|
|
2023
Q1 | $2.68M | Sell |
18,051
-329
| -2% | -$48.9K | 0.34% | 46 |
|
|
2022
Q4 | $2.79M | Sell |
18,380
-273
| -1% | -$41.4K | 0.37% | 40 |
|
|
2022
Q3 | $2.36M | Sell |
18,653
-12
| -0.1% | -$1.52K | 0.34% | 43 |
|
|
2022
Q2 | $2.68M | Buy |
18,665
+288
| +2% | +$41.4K | 0.37% | 43 |
|
|
2022
Q1 | $2.81M | Buy |
18,377
+1,409
| +8% | +$215K | 0.34% | 44 |
|
|
2021
Q4 | $2.78M | Buy |
16,968
+329
| +2% | +$53.8K | 0.33% | 43 |
|
|
2021
Q3 | $2.33M | Sell |
16,639
-151
| -0.9% | -$21.1K | 0.3% | 49 |
|
|
2021
Q2 | $2.27M | Sell |
16,790
-2
| -0% | -$270 | 0.29% | 50 |
|
|
2021
Q1 | $2.27M | Sell |
16,792
-1,983
| -11% | -$269K | 0.3% | 47 |
|
|
2020
Q4 | $2.61M | Sell |
18,775
-75
| -0.4% | -$10.4K | 0.36% | 42 |
|
|
2020
Q3 | $2.62M | Sell |
18,850
-851
| -4% | -$118K | 0.42% | 41 |
|
|
2020
Q2 | $2.36M | Buy |
19,701
+363
| +2% | +$43.4K | 0.4% | 42 |
|
|
2020
Q1 | $2.13M | Sell |
19,338
-1,528
| -7% | -$168K | 0.45% | 41 |
|
|
2019
Q4 | $2.61M | Sell |
20,866
-1,084
| -5% | -$135K | 0.47% | 43 |
|
|
2019
Q3 | $2.73M | Sell |
21,950
-89
| -0.4% | -$11.1K | 0.52% | 39 |
|
|
2019
Q2 | $2.41M | Sell |
22,039
-82
| -0.4% | -$8.97K | 0.44% | 43 |
|
|
2019
Q1 | $2.3M | Sell |
22,121
-121
| -0.5% | -$12.6K | 0.45% | 46 |
|
|
2018
Q4 | $2.04M | Sell |
22,242
-412
| -2% | -$37.8K | 0.47% | 46 |
|
|
2018
Q3 | $1.88M | Sell |
22,654
-1,342
| -6% | -$111K | 0.4% | 52 |
|
|
2018
Q2 | $1.87M | Sell |
23,996
-1,109
| -4% | -$86.5K | 0.42% | 50 |
|
|
2018
Q1 | $2M | Sell |
25,105
-1,463
| -6% | -$116K | 0.47% | 46 |
|
|
2017
Q4 | $2.43M | Sell |
26,568
-1,340
| -5% | -$123K | 0.6% | 40 |
|
|
2017
Q3 | $2.53M | Buy |
27,908
+2,748
| +11% | +$249K | 0.71% | 39 |
|
|
2017
Q2 | $2.2M | Buy |
25,160
+4,844
| +24% | +$423K | 0.7% | 43 |
|
|
2017
Q1 | $1.83M | Buy |
20,316
+1,917
| +10% | +$172K | 0.73% | 40 |
|
|
2016
Q4 | $1.55M | Buy |
18,399
+965
| +6% | +$81.1K | 0.75% | 36 |
|
|
2016
Q3 | $1.57M | Buy |
17,434
+2,781
| +19% | +$250K | 0.79% | 32 |
|
|
2016
Q2 | $1.23M | Buy |
14,653
+5,192
| +55% | +$437K | 0.64% | 35 |
|
|
2016
Q1 | $779K | Buy |
+9,461
| New | +$779K | 0.45% | 39 |
|
|
2015
Q1 | – | Sell |
-2,695
| Closed | -$245K | – | 54 |
|
|
2014
Q4 | $245K | Hold |
2,695
| – | – | 0.16% | 56 |
|
|
2014
Q3 | $226K | Buy |
+2,695
| New | +$226K | 0.16% | 58 |
|
|
2014
Q2 | – | Sell |
-3,115
| Closed | -$251K | – | 59 |
|
|
2014
Q1 | $251K | Buy |
+3,115
| New | +$251K | 0.19% | 54 |
|