Security National Bank’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 | $1.91M | Buy |
11,990
+11,297
| +1,630% | +$1.8M | 0.33% | 56 |
|
|
2025
Q1 | $118K | Sell |
693
-20
| -3% | -$3.41K | 0.02% | 151 |
|
|
2024
Q4 | $120K | Buy |
713
+20
| +3% | +$3.35K | 0.02% | 147 |
|
|
2024
Q3 | $120K | Hold |
693
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $114K | Hold |
693
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $112K | Buy |
693
+118
| +21% | +$19.1K | 0.02% | 138 |
|
|
2023
Q4 | $84.3K | Buy |
+575
| New | +$84.3K | 0.02% | 160 |
|
|
2022
Q1 | – | Sell |
-1,323
| Closed | -$216K | – | 113 |
|
|
2021
Q4 | $216K | Buy |
+1,323
| New | +$216K | 0.05% | 102 |
|