Safeguard Investment Advisory Group’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 | $710K | Sell |
4,459
-1,008
| -18% | -$161K | 0.18% | 61 |
|
|
2025
Q1 | $933K | Buy |
5,467
+1,554
| +40% | +$265K | 0.25% | 44 |
|
|
2024
Q4 | $656K | Buy |
3,913
+254
| +7% | +$42.6K | 0.18% | 53 |
|
|
2024
Q3 | $634K | Buy |
3,659
+877
| +32% | +$152K | 0.18% | 51 |
|
|
2024
Q2 | $459K | Buy |
2,782
+260
| +10% | +$42.9K | 0.14% | 59 |
|
|
2024
Q1 | $409K | Sell |
2,522
-101
| -4% | -$16.4K | 0.14% | 62 |
|
|
2023
Q4 | $384K | Buy |
2,623
+42
| +2% | +$6.16K | 0.14% | 59 |
|
|
2023
Q3 | $376K | Sell |
2,581
-22
| -0.8% | -$3.21K | 0.16% | 60 |
|
|
2023
Q2 | $395K | Sell |
2,603
-104
| -4% | -$15.8K | 0.17% | 62 |
|
|
2023
Q1 | $402K | Buy |
2,707
+127
| +5% | +$18.9K | 0.19% | 62 |
|
|
2022
Q4 | $391K | Buy |
2,580
+52
| +2% | +$7.88K | 0.24% | 57 |
|
|
2022
Q3 | $319K | Buy |
2,528
+60
| +2% | +$7.57K | 0.22% | 65 |
|
|
2022
Q2 | $377K | Hold |
2,468
| – | – | 0.23% | 62 |
|
|
2022
Q1 | $377K | Buy |
2,468
+577
| +31% | +$88.1K | 0.26% | 54 |
|
|
2021
Q4 | $309K | Buy |
1,891
+10
| +0.5% | +$1.63K | 0.18% | 72 |
|
|
2021
Q3 | $263K | Sell |
1,881
-50
| -3% | -$6.99K | 0.17% | 75 |
|
|
2021
Q2 | $260K | Buy |
1,931
+10
| +0.5% | +$1.35K | 0.19% | 72 |
|
|
2021
Q1 | $260K | Sell |
1,921
-20
| -1% | -$2.71K | 0.23% | 64 |
|
|
2020
Q4 | $270K | Buy |
+1,941
| New | +$270K | 0.24% | 63 |
|