Sandy Cove Advisors’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 | $796K | Buy |
4,998
+157
| +3% | +$25K | 0.29% | 53 |
|
2025
Q1 | $825K | Buy |
4,841
+137
| +3% | +$23.4K | 0.33% | 49 |
|
2024
Q4 | $789K | Buy |
4,704
+193
| +4% | +$32.4K | 0.31% | 50 |
|
2024
Q3 | $781K | Buy |
4,511
+32
| +0.7% | +$5.54K | 0.32% | 51 |
|
2024
Q2 | $739K | Buy |
4,479
+5
| +0.1% | +$825 | 0.33% | 53 |
|
2024
Q1 | $726K | Buy |
4,474
+2,001
| +81% | +$325K | 0.33% | 52 |
|
2023
Q4 | $362K | Sell |
2,473
-2,945
| -54% | -$432K | 0.19% | 82 |
|
2023
Q3 | $790K | Sell |
5,418
-207
| -4% | -$30.2K | 0.46% | 43 |
|
2023
Q2 | $853K | Buy |
5,625
+1,523
| +37% | +$231K | 0.49% | 44 |
|
2023
Q1 | $610K | Hold |
4,102
| – | – | 0.44% | 44 |
|
2022
Q4 | $622K | Sell |
4,102
-206
| -5% | -$31.2K | 0.5% | 38 |
|
2022
Q3 | $544K | Sell |
4,308
-59
| -1% | -$7.45K | 0.49% | 33 |
|
2022
Q2 | $628K | Buy |
4,367
+64
| +1% | +$9.2K | 0.57% | 33 |
|
2022
Q1 | $658K | Buy |
4,303
+541
| +14% | +$82.7K | 0.55% | 31 |
|
2021
Q4 | $615K | Buy |
+3,762
| New | +$615K | 0.52% | 35 |
|