Robertson Stephens 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 | $2.36M | Sell |
14,783
-919
| -6% | -$146K | 0.07% | 170 |
|
|
2025
Q1 | $2.68M | Sell |
15,702
-1,032
| -6% | -$176K | 0.09% | 160 |
|
|
2024
Q4 | $2.81M | Buy |
16,734
+444
| +3% | +$74.4K | 0.1% | 164 |
|
|
2024
Q3 | $2.82M | Buy |
16,290
+158
| +1% | +$27.4K | 0.1% | 159 |
|
|
2024
Q2 | $2.66M | Buy |
16,132
+794
| +5% | +$131K | 0.13% | 122 |
|
|
2024
Q1 | $2.49M | Sell |
15,338
-10,722
| -41% | -$1.74M | 0.13% | 132 |
|
|
2023
Q4 | $3.82M | Sell |
26,060
-22,677
| -47% | -$3.32M | 0.23% | 79 |
|
|
2023
Q3 | $7.11M | Buy |
48,737
+1,744
| +4% | +$254K | 0.48% | 42 |
|
|
2023
Q2 | $7.13M | Buy |
46,993
+32,259
| +219% | +$4.89M | 0.5% | 39 |
|
|
2023
Q1 | $2.19M | Buy |
14,734
+764
| +5% | +$114K | 0.17% | 114 |
|
|
2022
Q4 | $2.12M | Buy |
13,970
+2,354
| +20% | +$357K | 0.21% | 102 |
|
|
2022
Q3 | $1.47M | Sell |
11,616
-509
| -4% | -$64.2K | 0.15% | 115 |
|
|
2022
Q2 | $1.74M | Buy |
12,125
+257
| +2% | +$36.9K | 0.16% | 109 |
|
|
2022
Q1 | $1.81M | Buy |
11,868
+1,693
| +17% | +$259K | 0.15% | 120 |
|
|
2021
Q4 | $1.66M | Buy |
10,175
+2,128
| +26% | +$348K | 0.14% | 129 |
|
|
2021
Q3 | $1.12M | Sell |
8,047
-441
| -5% | -$61.6K | 0.13% | 107 |
|
|
2021
Q2 | $1.15M | Buy |
8,488
+318
| +4% | +$42.9K | 0.14% | 110 |
|
|
2021
Q1 | $1.11M | Buy |
8,170
+2,983
| +58% | +$404K | 0.18% | 96 |
|
|
2020
Q4 | $721K | Sell |
5,187
-137
| -3% | -$19K | 0.15% | 110 |
|
|
2020
Q3 | $739K | Buy |
5,324
+1,006
| +23% | +$140K | 0.18% | 105 |
|
|
2020
Q2 | $516K | Buy |
4,318
+168
| +4% | +$20.1K | 0.15% | 106 |
|
|
2020
Q1 | $457K | Buy |
4,150
+1,850
| +80% | +$204K | 0.16% | 109 |
|
|
2019
Q4 | $287K | Buy |
2,300
+200
| +10% | +$25K | 0.14% | 88 |
|
|
2019
Q3 | $261K | Buy |
+2,100
| New | +$261K | 0.13% | 106 |
|