Sequoia Financial Advisors’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 | $52.8M | Buy |
331,477
+13,663
| +4% | +$2.18M | 0.36% | 58 |
|
|
2025
Q1 | $54.2M | Buy |
317,814
+25,194
| +9% | +$4.29M | 0.42% | 54 |
|
|
2024
Q4 | $49.1M | Buy |
292,620
+26,338
| +10% | +$4.42M | 0.47% | 44 |
|
|
2024
Q3 | $46.1M | Buy |
266,282
+13,981
| +6% | +$2.42M | 0.49% | 45 |
|
|
2024
Q2 | $41.6M | Buy |
252,301
+3,306
| +1% | +$545K | 0.5% | 44 |
|
|
2024
Q1 | $40.4M | Buy |
248,995
+100,406
| +68% | +$16.3M | 0.5% | 44 |
|
|
2023
Q4 | $21.8M | Buy |
148,589
+88,082
| +146% | +$12.9M | 0.27% | 80 |
|
|
2023
Q3 | $8.83M | Sell |
60,507
-992
| -2% | -$145K | 0.15% | 109 |
|
|
2023
Q2 | $9.33M | Buy |
61,499
+1,272
| +2% | +$193K | 0.16% | 111 |
|
|
2023
Q1 | $8.96M | Sell |
60,227
-2,858
| -5% | -$425K | 0.2% | 99 |
|
|
2022
Q4 | $9.56M | Buy |
63,085
+24,129
| +62% | +$3.66M | 0.24% | 86 |
|
|
2022
Q3 | $4.92M | Sell |
38,956
-4,206
| -10% | -$531K | 0.16% | 117 |
|
|
2022
Q2 | $6.21M | Sell |
43,162
-10,073
| -19% | -$1.45M | 0.18% | 100 |
|
|
2022
Q1 | $8.13M | Buy |
53,235
+630
| +1% | +$96.3K | 0.2% | 97 |
|
|
2021
Q4 | $8.61M | Buy |
52,605
+33,077
| +169% | +$5.41M | 0.23% | 86 |
|
|
2021
Q3 | $2.73M | Sell |
19,528
-26,715
| -58% | -$3.73M | 0.28% | 58 |
|
|
2021
Q2 | $6.24M | Buy |
46,243
+3,197
| +7% | +$431K | 0.23% | 80 |
|
|
2021
Q1 | $5.83M | Buy |
43,046
+8,255
| +24% | +$1.12M | 0.24% | 60 |
|
|
2020
Q4 | $4.84M | Buy |
34,791
+5,408
| +18% | +$752K | 0.22% | 62 |
|
|
2020
Q3 | $4.08M | Buy |
29,383
+462
| +2% | +$64.2K | 0.22% | 62 |
|
|
2020
Q2 | $3.46M | Sell |
28,921
-42
| -0.1% | -$5.02K | 0.2% | 60 |
|
|
2020
Q1 | $3.19M | Sell |
28,963
-80
| -0.3% | -$8.8K | 0.24% | 56 |
|
|
2019
Q4 | $3.63M | Sell |
29,043
-4,944
| -15% | -$617K | 0.23% | 62 |
|
|
2019
Q3 | $4.23M | Sell |
33,987
-604
| -2% | -$75.1K | 0.31% | 52 |
|
|
2019
Q2 | $3.79M | Buy |
34,591
+754
| +2% | +$82.7K | 0.28% | 56 |
|
|
2019
Q1 | $3.52M | Buy |
33,837
+9,404
| +38% | +$979K | 0.29% | 53 |
|
|
2018
Q4 | $2.25M | Buy |
24,433
+155
| +0.6% | +$14.2K | 0.26% | 64 |
|
|
2018
Q3 | $2.02M | Sell |
24,278
-832
| -3% | -$69.3K | 0.2% | 77 |
|
|
2018
Q2 | $1.96M | Buy |
25,110
+532
| +2% | +$41.5K | 0.21% | 75 |
|
|
2018
Q1 | $1.95M | Buy |
24,578
+1,246
| +5% | +$98.8K | 0.21% | 77 |
|
|
2017
Q4 | $2.14M | Sell |
23,332
-114
| -0.5% | -$10.5K | 0.23% | 76 |
|
|
2017
Q3 | $2.13M | Sell |
23,446
-299
| -1% | -$27.2K | 0.25% | 70 |
|
|
2017
Q2 | $2.07M | Buy |
23,745
+510
| +2% | +$44.4K | 0.26% | 74 |
|
|
2017
Q1 | $2.09M | Sell |
23,235
-3,265
| -12% | -$293K | 0.27% | 69 |
|
|
2016
Q4 | $2.23M | Buy |
26,500
+3,956
| +18% | +$333K | 0.32% | 58 |
|
|
2016
Q3 | $2.02M | Sell |
22,544
-2,576
| -10% | -$231K | 0.38% | 46 |
|
|
2016
Q2 | $2.13M | Buy |
25,120
+5,638
| +29% | +$477K | 0.6% | 42 |
|
|
2016
Q1 | $1.6M | Buy |
19,482
+1,690
| +9% | +$139K | 0.52% | 45 |
|
|
2015
Q4 | $1.41M | Buy |
17,792
+15
| +0.1% | +$1.19K | 0.57% | 39 |
|
|
2015
Q3 | $1.28M | Sell |
17,777
-63
| -0.4% | -$4.53K | 0.56% | 39 |
|
|
2015
Q2 | $1.4M | Buy |
17,840
+894
| +5% | +$70K | 0.59% | 35 |
|
|
2015
Q1 | $1.39M | Buy |
16,946
+1,883
| +13% | +$154K | 0.64% | 30 |
|
|
2014
Q4 | $1.37M | Buy |
15,063
+1,097
| +8% | +$99.9K | 0.94% | 24 |
|
|
2014
Q3 | $1.17M | Sell |
13,966
-25
| -0.2% | -$2.09K | 0.81% | 29 |
|
|
2014
Q2 | $1.1M | Sell |
13,991
-1,138
| -8% | -$89.5K | 0.84% | 26 |
|
|
2014
Q1 | $1.22M | Buy |
15,129
+896
| +6% | +$72.2K | 1.02% | 18 |
|
|
2013
Q4 | $1.16M | Buy |
+14,233
| New | +$1.16M | 0.96% | 19 |
|