SAG
SageView Advisory Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
97,516
-857
| -0.9% | -$135K | 0.58% | 20 |
|
|
2025
Q1 | $16.8M | Buy |
98,373
+129
| +0.1% | +$22K | 0.71% | 17 |
|
|
2024
Q4 | $16.5M | Buy |
98,244
+83,279
| +556% | +$14M | 0.71% | 18 |
|
|
2024
Q3 | $2.59M | Sell |
14,965
-2,908
| -16% | -$504K | 0.13% | 95 |
|
|
2024
Q2 | $2.95M | Buy |
+17,873
| New | +$2.95M | 0.14% | 94 |
|
|
2024
Q1 | – | Sell |
-23,298
| Closed | -$3.67M | – | 741 |
|
|
2023
Q4 | $3.67M | Buy |
23,298
+5,312
| +30% | +$837K | 0.16% | 82 |
|
|
2023
Q3 | $2.62M | Sell |
17,986
-1,838
| -9% | -$268K | 0.15% | 91 |
|
|
2023
Q2 | $3.01M | Buy |
19,824
+640
| +3% | +$97.1K | 0.17% | 85 |
|
|
2023
Q1 | $2.85M | Buy |
19,184
+8,546
| +80% | +$1.27M | 0.18% | 86 |
|
|
2022
Q4 | $1.61M | Buy |
+10,638
| New | +$1.61M | 0.13% | 111 |
|