Sara-Bay Financial’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 | $449K | Sell |
2,817
-268
| -9% | -$42.7K | 0.16% | 53 |
|
|
2025
Q1 | $518K | Sell |
3,085
-240
| -7% | -$40.3K | 0.23% | 49 |
|
|
2024
Q4 | $556K | Sell |
3,325
-211
| -6% | -$35.3K | 0.21% | 46 |
|
|
2024
Q3 | $612K | Buy |
3,536
+25
| +0.7% | +$4.33K | 0.22% | 51 |
|
|
2024
Q2 | $579K | Buy |
3,511
+27
| +0.8% | +$4.45K | 0.23% | 52 |
|
|
2024
Q1 | $559K | Hold |
3,484
| – | – | 0.25% | 51 |
|
|
2023
Q4 | $511K | Hold |
3,484
| – | – | 0.25% | 49 |
|
|
2023
Q3 | $508K | Hold |
3,484
| – | – | 0.26% | 44 |
|
|
2023
Q2 | $529K | Hold |
3,484
| – | – | 0.26% | 48 |
|
|
2023
Q1 | $518K | Sell |
3,484
-18
| -0.5% | -$2.68K | 0.26% | 41 |
|
|
2022
Q4 | $531K | Hold |
3,502
| – | – | 0.3% | 42 |
|
|
2022
Q3 | $442K | Sell |
3,502
-24
| -0.7% | -$3.03K | 0.25% | 49 |
|
|
2022
Q2 | $508K | Hold |
3,526
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $539K | Sell |
3,526
-560
| -14% | -$85.6K | 0.21% | 50 |
|
|
2021
Q4 | $668K | Buy |
4,086
+385
| +10% | +$62.9K | 0.2% | 40 |
|
|
2021
Q3 | $517K | Sell |
3,701
-564
| -13% | -$78.8K | 0.2% | 45 |
|
|
2021
Q2 | $575K | Buy |
4,265
+150
| +4% | +$20.2K | 0.22% | 42 |
|
|
2021
Q1 | $557K | Sell |
4,115
-471
| -10% | -$63.8K | 0.23% | 42 |
|
|
2020
Q4 | $638K | Sell |
4,586
-148
| -3% | -$20.6K | 0.29% | 35 |
|
|
2020
Q3 | $658K | Hold |
4,734
| – | – | 0.36% | 29 |
|
|
2020
Q2 | $567K | Buy |
+4,734
| New | +$567K | 0.33% | 32 |
|