SC&H Financial Advisors’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$675K	Sell	4,675 -62	-1%	-$9.4K	0.1%	81
2025 Q4	$679K	Buy	4,737 +1	+0%	+$147	0.11%	83
2025 Q3	$728K	Sell	4,736 -1,136	-19%	-$177K	0.12%	80
2025 Q2	$936K	Buy	5,872 +1	+0%	+$163	0.16%	70
2025 Q1	$1M	Sell	5,871 -600	-9%	-$100K	0.2%	59
2024 Q4	$1.08M	Buy	6,471 +1	+0%	+$170	0.22%	57
2024 Q3	$1.12M	Buy	6,470 +11	+0.2%	+$1.87K	0.24%	58
2024 Q2	$1.07M	Buy	6,459 +1,731	+37%	+$283K	0.26%	54
2024 Q1	$767K	Sell	4,728 -28	-0.6%	-$4.39K	0.2%	73
2023 Q4	$697K	Sell	4,756 -526	-10%	-$77.9K	0.2%	73
2023 Q3	$770K	Sell	5,282 -460	-8%	-$70.3K	0.26%	66
2023 Q2	$871K	Sell	5,742 -314	-5%	-$47.3K	0.29%	65
2023 Q1	$900K	Sell	6,056 -33,116	-85%	-$4.73M	0.33%	60
2022 Q4	$5.94M	Sell	39,172 -219	-0.6%	-$30.7K	2.46%	13
2022 Q3	$4.97M	Buy	39,391 +123	+0.3%	+$17.5K	2.49%	12
2022 Q2	$5.65M	Buy	39,268 +1,151	+3%	+$173K	2.63%	11
2022 Q1	$5.82M	Sell	38,117 -164	-0.4%	-$25.7K	2.77%	8
2021 Q4	$6.26M	Buy	+38,281	New	+$5.68M	3.46%	6