SHFA
SC&H Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
5,872
+1
| +0% | +$159 | 0.16% | 70 |
|
|
2025
Q1 | $1M | Sell |
5,871
-600
| -9% | -$102K | 0.2% | 59 |
|
|
2024
Q4 | $1.08M | Buy |
6,471
+1
| +0% | +$168 | 0.22% | 57 |
|
|
2024
Q3 | $1.12M | Buy |
6,470
+11
| +0.2% | +$1.91K | 0.24% | 58 |
|
|
2024
Q2 | $1.07M | Buy |
6,459
+1,731
| +37% | +$285K | 0.26% | 54 |
|
|
2024
Q1 | $767K | Sell |
4,728
-28
| -0.6% | -$4.54K | 0.2% | 73 |
|
|
2023
Q4 | $697K | Sell |
4,756
-526
| -10% | -$77.1K | 0.2% | 73 |
|
|
2023
Q3 | $770K | Sell |
5,282
-460
| -8% | -$67.1K | 0.26% | 66 |
|
|
2023
Q2 | $871K | Sell |
5,742
-314
| -5% | -$47.6K | 0.29% | 65 |
|
|
2023
Q1 | $900K | Sell |
6,056
-33,116
| -85% | -$4.92M | 0.33% | 60 |
|
|
2022
Q4 | $5.94M | Sell |
39,172
-219
| -0.6% | -$33.2K | 2.46% | 13 |
|
|
2022
Q3 | $4.97M | Buy |
39,391
+123
| +0.3% | +$15.5K | 2.49% | 12 |
|
|
2022
Q2 | $5.65M | Buy |
39,268
+1,151
| +3% | +$165K | 2.63% | 11 |
|
|
2022
Q1 | $5.82M | Sell |
38,117
-164
| -0.4% | -$25.1K | 2.77% | 8 |
|
|
2021
Q4 | $6.26M | Buy |
+38,281
| New | +$6.26M | 3.46% | 6 |
|