Rothschild Capital Partners’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 | $488K | Hold |
3,063
| – | – | 0.13% | 42 |
|
|
2025
Q1 | $522K | Hold |
3,063
| – | – | 0.14% | 44 |
|
|
2024
Q4 | $514K | Buy |
+3,063
| New | +$514K | 0.12% | 43 |
|
|
2017
Q2 | – | Sell |
-2,277
| Closed | -$205K | – | 48 |
|
|
2017
Q1 | $205K | Buy |
+2,277
| New | +$205K | 0.08% | 43 |
|
|
2016
Q4 | – | Sell |
-2,277
| Closed | -$204K | – | 60 |
|
|
2016
Q3 | $204K | Sell |
2,277
-100
| -4% | -$8.96K | 0.07% | 58 |
|
|
2016
Q2 | $201K | Buy |
+2,377
| New | +$201K | 0.08% | 44 |
|
|
2015
Q3 | – | Sell |
-2,723
| Closed | -$213K | – | 45 |
|
|
2015
Q2 | $213K | Hold |
2,723
| – | – | 0.09% | 41 |
|
|
2015
Q1 | $223K | Hold |
2,723
| – | – | 0.1% | 40 |
|
|
2014
Q4 | $248K | Hold |
2,723
| – | – | 0.12% | 37 |
|
|
2014
Q3 | $228K | Hold |
2,723
| – | – | 0.11% | 38 |
|
|
2014
Q2 | $214K | Hold |
2,723
| – | – | 0.1% | 40 |
|
|
2014
Q1 | $219K | Hold |
2,723
| – | – | 0.11% | 35 |
|
|
2013
Q4 | $222K | Buy |
+2,723
| New | +$222K | 0.1% | 36 |
|
|
2013
Q3 | – | Sell |
-2,723
| Closed | -$210K | – | 43 |
|
|
2013
Q2 | $210K | Buy |
+2,723
| New | +$210K | 0.12% | 38 |
|