Safeguard Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $793K | Sell |
4,651
-2,487
| -35% | -$424K | 0.17% | 45 |
|
|
2024
Q4 | $1.2M | Sell |
7,138
-130
| -2% | -$21.8K | 0.26% | 33 |
|
|
2024
Q3 | $1.26M | Buy |
7,268
+355
| +5% | +$61.5K | 0.3% | 32 |
|
|
2024
Q2 | $1.14M | Buy |
6,913
+365
| +6% | +$60.2K | 0.32% | 32 |
|
|
2024
Q1 | $1.06M | Sell |
6,548
-2,172
| -25% | -$352K | 0.35% | 27 |
|
|
2023
Q4 | $1.28M | Sell |
8,720
-238
| -3% | -$34.9K | 0.48% | 23 |
|
|
2023
Q3 | $1.31M | Hold |
8,958
| – | – | 0.63% | 22 |
|
|
2023
Q2 | $1.36M | Sell |
8,958
-1,000
| -10% | -$152K | 0.65% | 20 |
|
|
2023
Q1 | $1.48M | Sell |
9,958
-40
| -0.4% | -$5.95K | 0.9% | 17 |
|
|
2022
Q4 | $1.52M | Buy |
9,998
+6,624
| +196% | +$1M | 1.08% | 16 |
|
|
2022
Q3 | $426K | Buy |
3,374
+367
| +12% | +$46.3K | 0.39% | 37 |
|
|
2022
Q2 | $432K | Buy |
3,007
+245
| +9% | +$35.2K | 0.52% | 30 |
|
|
2022
Q1 | $422K | Buy |
+2,762
| New | +$422K | 0.63% | 29 |
|