Schrum Private Wealth Management’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 | $792K | Buy |
4,974
+149
| +3% | +$23.7K | 0.64% | 42 |
|
|
2025
Q1 | $822K | Sell |
4,825
-191
| -4% | -$32.6K | 0.72% | 39 |
|
|
2024
Q4 | $841K | Sell |
5,016
-2,366
| -32% | -$397K | 0.71% | 40 |
|
|
2024
Q3 | $1.28M | Buy |
7,382
+1,982
| +37% | +$343K | 0.66% | 40 |
|
|
2024
Q2 | $891K | Sell |
5,400
-327
| -6% | -$53.9K | 0.8% | 34 |
|
|
2024
Q1 | $929K | Buy |
5,727
+1,803
| +46% | +$293K | 0.84% | 35 |
|
|
2023
Q4 | $575K | Sell |
3,924
-1,511
| -28% | -$221K | 0.82% | 35 |
|
|
2023
Q3 | $793K | Buy |
5,435
+4
| +0.1% | +$583 | 0.9% | 31 |
|
|
2023
Q2 | $824K | Sell |
5,431
-66
| -1% | -$10K | 0.89% | 33 |
|
|
2023
Q1 | $817K | Sell |
5,497
-158
| -3% | -$23.5K | 0.94% | 29 |
|
|
2022
Q4 | $857K | Sell |
5,655
-396
| -7% | -$60K | 1.02% | 28 |
|
|
2022
Q3 | $765K | Sell |
6,051
-1,029
| -15% | -$130K | 0.97% | 28 |
|
|
2022
Q2 | $1.02M | Sell |
7,080
-49
| -0.7% | -$7.05K | 1.15% | 24 |
|
|
2022
Q1 | $1.12M | Sell |
7,129
-13
| -0.2% | -$2.04K | 1.12% | 25 |
|
|
2021
Q4 | $1.17M | Buy |
+7,142
| New | +$1.17M | 1.06% | 25 |
|