Sanders Morris Harris’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 | $542K | Sell |
3,399
-6,116
| -64% | -$974K | 0.13% | 65 |
|
|
2025
Q1 | $1.62M | Sell |
9,515
-820
| -8% | -$140K | 0.25% | 55 |
|
|
2024
Q4 | $1.74M | Buy |
10,335
+809
| +8% | +$136K | 0.26% | 59 |
|
|
2024
Q3 | $1.65M | Sell |
9,526
-15
| -0.2% | -$2.6K | 0.27% | 54 |
|
|
2024
Q2 | $1.57M | Hold |
9,541
| – | – | 0.26% | 57 |
|
|
2024
Q1 | $1.55M | Buy |
9,541
+3,445
| +57% | +$559K | 0.28% | 53 |
|
|
2023
Q4 | $905K | Sell |
6,096
-2,775
| -31% | -$412K | 0.45% | 59 |
|
|
2023
Q3 | $1.29M | Sell |
8,871
-87
| -1% | -$12.6K | 0.26% | 54 |
|
|
2023
Q2 | $1.36M | Buy |
8,958
+5,064
| +130% | +$771K | 0.3% | 46 |
|
|
2023
Q1 | $579K | Sell |
3,894
-5,276
| -58% | -$784K | 0.2% | 45 |
|
|
2022
Q4 | $1.39M | Hold |
9,170
| – | – | 0.53% | 32 |
|
|
2022
Q3 | $1.17M | Hold |
9,170
| – | – | 0.29% | 52 |
|
|
2022
Q2 | $1.33M | Hold |
9,170
| – | – | 0.29% | 56 |
|
|
2022
Q1 | $1.4M | Hold |
9,170
| – | – | 0.27% | 60 |
|
|
2021
Q4 | $1.49M | Hold |
9,170
| – | – | 0.26% | 61 |
|
|
2021
Q3 | $1.3M | Hold |
9,170
| – | – | 0.24% | 73 |
|
|
2021
Q2 | $1.24M | Hold |
9,170
| – | – | 0.24% | 81 |
|
|
2021
Q1 | $1.25M | Hold |
9,170
| – | – | 0.26% | 71 |
|
|
2020
Q4 | $1.27M | Hold |
9,170
| – | – | 0.29% | 66 |
|
|
2020
Q3 | $1.3M | Buy |
+9,170
| New | +$1.3M | 0.35% | 61 |
|
|
2020
Q2 | – | Sell |
-44,271
| Closed | -$4.85M | – | 178 |
|
|
2020
Q1 | $4.85M | Buy |
44,271
+6,587
| +17% | +$721K | 4.74% | 2 |
|
|
2019
Q4 | $4.54M | Buy |
37,684
+500
| +1% | +$60.3K | 1.03% | 21 |
|
|
2019
Q3 | $4.53M | Buy |
37,184
+21,500
| +137% | +$2.62M | 1.1% | 17 |
|
|
2019
Q2 | $1.73M | Buy |
15,684
+10,121
| +182% | +$1.11M | 0.45% | 53 |
|
|
2019
Q1 | $578K | Buy |
5,563
+35
| +0.6% | +$3.64K | 0.28% | 55 |
|
|
2018
Q4 | $508K | Sell |
5,528
-155
| -3% | -$14.2K | 0.28% | 54 |
|
|
2018
Q3 | $473K | Sell |
5,683
-1,050
| -16% | -$87.4K | 0.22% | 63 |
|
|
2018
Q2 | $525K | Sell |
6,733
-210
| -3% | -$16.4K | 0.24% | 64 |
|
|
2018
Q1 | $551K | Buy |
6,943
+1,220
| +21% | +$96.8K | 0.23% | 70 |
|
|
2017
Q4 | $526K | Sell |
5,723
-255
| -4% | -$23.4K | 0.22% | 64 |
|
|
2017
Q3 | $544K | Hold |
5,978
| – | – | 0.23% | 71 |
|
|
2017
Q2 | $521K | Buy |
5,978
+234
| +4% | +$20.4K | 0.21% | 59 |
|
|
2017
Q1 | $516K | Sell |
5,744
-1,396
| -20% | -$125K | 0.19% | 75 |
|
|
2016
Q4 | $600K | Sell |
7,140
-1,196
| -14% | -$101K | 0.28% | 53 |
|
|
2016
Q3 | $748K | Sell |
8,336
-27
| -0.3% | -$2.42K | 0.23% | 65 |
|
|
2016
Q2 | $709K | Sell |
8,363
-28,788
| -77% | -$2.44M | 0.16% | 122 |
|
|
2016
Q1 | $3.06M | Buy |
+37,151
| New | +$3.06M | 0.53% | 37 |
|