Schubert & Co’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 | $506K | Buy |
3,175
+131
| +4% | +$20.9K | 0.36% | 36 |
|
|
2025
Q1 | $519K | Buy |
3,044
+188
| +7% | +$32K | 0.36% | 34 |
|
|
2024
Q4 | $479K | Buy |
2,856
+37
| +1% | +$6.2K | 0.32% | 37 |
|
|
2024
Q3 | $488K | Buy |
2,819
+105
| +4% | +$18.2K | 0.35% | 30 |
|
|
2024
Q2 | $440K | Hold |
2,714
| – | – | 0.38% | 20 |
|
|
2024
Q1 | $440K | Sell |
2,714
-29
| -1% | -$4.71K | 0.38% | 20 |
|
|
2023
Q4 | $402K | Sell |
2,743
-173
| -6% | -$25.3K | 0.36% | 21 |
|
|
2023
Q3 | $425K | Sell |
2,916
-102
| -3% | -$14.9K | 0.43% | 20 |
|
|
2023
Q2 | $458K | Sell |
3,018
-126
| -4% | -$19.1K | 0.43% | 18 |
|
|
2023
Q1 | $468K | Sell |
3,144
-85
| -3% | -$12.6K | 0.42% | 16 |
|
|
2022
Q4 | $489K | Sell |
3,229
-106
| -3% | -$16.1K | 0.45% | 18 |
|
|
2022
Q3 | $421K | Buy |
3,335
+165
| +5% | +$20.8K | 0.4% | 17 |
|
|
2022
Q2 | $456K | Buy |
3,170
+131
| +4% | +$18.8K | 0.43% | 14 |
|
|
2022
Q1 | $464K | Buy |
3,039
+53
| +2% | +$8.09K | 0.51% | 10 |
|
|
2021
Q4 | $489K | Buy |
+2,986
| New | +$489K | 0.5% | 12 |
|