SAM
Secure Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
14,007
-3,482
| -20% | -$555K | 0.41% | 65 |
|
|
2025
Q1 | $2.98M | Buy |
17,489
+12,406
| +244% | +$2.11M | 0.6% | 42 |
|
|
2024
Q4 | $852K | Buy |
5,083
+1,115
| +28% | +$187K | 0.13% | 141 |
|
|
2024
Q3 | $687K | Buy |
3,968
+54
| +1% | +$9.35K | 0.12% | 158 |
|
|
2024
Q2 | $646K | Sell |
3,914
-1,535
| -28% | -$253K | 0.12% | 146 |
|
|
2024
Q1 | $884K | Sell |
5,449
-3,889
| -42% | -$631K | 0.21% | 106 |
|
|
2023
Q4 | $1.37M | Sell |
9,338
-238
| -2% | -$34.9K | 0.37% | 65 |
|
|
2023
Q3 | $1.4M | Sell |
9,576
-9
| -0.1% | -$1.31K | 0.42% | 52 |
|
|
2023
Q2 | $1.45M | Buy |
9,585
+302
| +3% | +$45.8K | 0.44% | 62 |
|
|
2023
Q1 | $1.38M | Buy |
9,283
+315
| +4% | +$46.8K | 0.46% | 66 |
|
|
2022
Q4 | $1.36M | Sell |
8,968
-1,074
| -11% | -$163K | 0.49% | 63 |
|
|
2022
Q3 | $1.27M | Buy |
10,042
+97
| +1% | +$12.2K | 0.71% | 23 |
|
|
2022
Q2 | $1.43M | Buy |
9,945
+676
| +7% | +$97.2K | 0.79% | 23 |
|
|
2022
Q1 | $1.42M | Buy |
9,269
+202
| +2% | +$30.9K | 0.64% | 25 |
|
|
2021
Q4 | $1.48M | Buy |
9,067
+51
| +0.6% | +$8.34K | 0.6% | 27 |
|
|
2021
Q3 | $1.26M | Sell |
9,016
-101
| -1% | -$14.1K | 0.62% | 27 |
|
|
2021
Q2 | $1.23M | Buy |
9,117
+370
| +4% | +$49.9K | 0.62% | 26 |
|
|
2021
Q1 | $1.19M | Sell |
8,747
-48
| -0.5% | -$6.5K | 0.66% | 28 |
|
|
2020
Q4 | $1.22M | Buy |
8,795
+106
| +1% | +$14.8K | 0.72% | 30 |
|
|
2020
Q3 | $1.21M | Sell |
8,689
-207
| -2% | -$28.8K | 0.83% | 29 |
|
|
2020
Q2 | $1.06M | Sell |
8,896
-529
| -6% | -$63.3K | 0.75% | 30 |
|
|
2020
Q1 | $1.04M | Buy |
9,425
+293
| +3% | +$32.2K | 1.12% | 23 |
|
|
2019
Q4 | $1.14M | Buy |
+9,132
| New | +$1.14M | 0.8% | 30 |
|