SPA
Sentinel Pension Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
1,651
+295
| +22% | +$47K | 0.04% | 103 |
|
|
2025
Q1 | $231K | Buy |
1,356
+2
| +0.1% | +$341 | 0.04% | 103 |
|
|
2024
Q4 | $227K | Buy |
1,354
+5
| +0.4% | +$838 | 0.04% | 106 |
|
|
2024
Q3 | $234K | Sell |
1,349
-190
| -12% | -$32.9K | 0.05% | 100 |
|
|
2024
Q2 | $254K | Sell |
1,539
-100
| -6% | -$16.5K | 0.05% | 96 |
|
|
2024
Q1 | $266K | Sell |
1,639
-42
| -2% | -$6.81K | 0.06% | 86 |
|
|
2023
Q4 | $246K | Buy |
1,681
+44
| +3% | +$6.45K | 0.06% | 85 |
|
|
2023
Q3 | $239K | Buy |
1,637
+115
| +8% | +$16.8K | 0.06% | 91 |
|
|
2023
Q2 | $231K | Buy |
1,522
+1
| +0.1% | +$152 | 0.06% | 89 |
|
|
2023
Q1 | $230K | Hold |
1,521
| – | – | 0.06% | 84 |
|
|
2022
Q4 | $230K | Buy |
+1,521
| New | +$230K | 0.07% | 76 |
|
|
2022
Q3 | – | Sell |
-1,459
| Closed | -$210K | – | 91 |
|
|
2022
Q2 | $210K | Hold |
1,459
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $223K | Sell |
1,459
-174
| -11% | -$26.6K | 0.08% | 80 |
|
|
2021
Q4 | $267K | Buy |
1,633
+176
| +12% | +$28.8K | 0.08% | 82 |
|
|
2021
Q3 | $204K | Buy |
+1,457
| New | +$204K | 0.07% | 82 |
|