SMA
Sage Mountain Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
18,778
+2,111
| +13% | +$336K | 0.19% | 64 |
|
|
2025
Q1 | $2.84M | Buy |
16,667
+764
| +5% | +$130K | 0.21% | 60 |
|
|
2024
Q4 | $2.67M | Buy |
15,903
+2,594
| +19% | +$435K | 0.19% | 62 |
|
|
2024
Q3 | $2.31M | Sell |
13,309
-435
| -3% | -$75.3K | 0.2% | 61 |
|
|
2024
Q2 | $2.27M | Buy |
13,744
+2,216
| +19% | +$365K | 0.21% | 57 |
|
|
2024
Q1 | $1.87M | Sell |
11,528
-58
| -0.5% | -$9.41K | 0.19% | 59 |
|
|
2023
Q4 | $1.7M | Buy |
11,586
+544
| +5% | +$79.7K | 0.2% | 57 |
|
|
2023
Q3 | $1.61M | Buy |
11,042
+61
| +0.6% | +$8.9K | 0.22% | 54 |
|
|
2023
Q2 | $1.67M | Buy |
10,981
+683
| +7% | +$104K | 0.24% | 53 |
|
|
2023
Q1 | $1.53M | Buy |
10,298
+4,533
| +79% | +$674K | 0.25% | 48 |
|
|
2022
Q4 | $874K | Buy |
5,765
+594
| +11% | +$90K | 0.2% | 46 |
|
|
2022
Q3 | $653K | Buy |
5,171
+124
| +2% | +$15.7K | 0.17% | 50 |
|
|
2022
Q2 | $726K | Buy |
5,047
+274
| +6% | +$39.4K | 0.13% | 143 |
|
|
2022
Q1 | $729K | Sell |
4,773
-5,306
| -53% | -$810K | 0.11% | 183 |
|
|
2021
Q4 | $1.65M | Buy |
10,079
+17
| +0.2% | +$2.78K | 0.2% | 72 |
|
|
2021
Q3 | $1.41M | Buy |
10,062
+1,843
| +22% | +$258K | 0.2% | 84 |
|
|
2021
Q2 | $1.11M | Buy |
8,219
+1,535
| +23% | +$207K | 0.18% | 99 |
|
|
2021
Q1 | $905K | Buy |
6,684
+3,759
| +129% | +$509K | 0.19% | 91 |
|
|
2020
Q4 | $407K | Buy |
+2,925
| New | +$407K | 0.13% | 110 |
|