SIA
Schechter Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.62M | Sell |
15,350
-2,382
| -13% | -$406K | 0.22% | 94 |
|
|
2024
Q4 | $2.97M | Sell |
17,732
-758
| -4% | -$127K | 0.23% | 90 |
|
|
2024
Q3 | $3.2M | Buy |
18,490
+334
| +2% | +$57.9K | 0.24% | 83 |
|
|
2024
Q2 | $2.99M | Buy |
18,156
+949
| +6% | +$157K | 0.23% | 85 |
|
|
2024
Q1 | $2.79M | Buy |
17,207
+858
| +5% | +$139K | 0.21% | 90 |
|
|
2023
Q4 | $2.4M | Sell |
16,349
-2,074
| -11% | -$304K | 0.21% | 89 |
|
|
2023
Q3 | $2.69M | Buy |
18,423
+1,725
| +10% | +$252K | 0.26% | 69 |
|
|
2023
Q2 | $2.53M | Buy |
16,698
+46
| +0.3% | +$6.98K | 0.23% | 82 |
|
|
2023
Q1 | $2.48M | Buy |
16,652
+56
| +0.3% | +$8.33K | 0.23% | 84 |
|
|
2022
Q4 | $2.52M | Buy |
16,596
+1,513
| +10% | +$229K | 0.23% | 87 |
|
|
2022
Q3 | $1.9M | Sell |
15,083
-6,258
| -29% | -$790K | 0.19% | 103 |
|
|
2022
Q2 | $3.07M | Sell |
21,341
-334
| -2% | -$48K | 0.3% | 49 |
|
|
2022
Q1 | $3.31M | Buy |
21,675
+5,284
| +32% | +$808K | 0.31% | 49 |
|
|
2021
Q4 | $2.68M | Buy |
+16,391
| New | +$2.68M | 0.24% | 72 |
|