SFMG Wealth 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 | $1.32M | Sell |
8,316
-76
| -0.9% | -$12.1K | 0.1% | 89 |
|
|
2025
Q1 | $1.43M | Buy |
8,392
+3
| +0% | +$511 | 0.11% | 86 |
|
|
2024
Q4 | $1.41M | Sell |
8,389
-3
| -0% | -$503 | 0.11% | 87 |
|
|
2024
Q3 | $1.45M | Buy |
8,392
+41
| +0.5% | +$7.1K | 0.12% | 77 |
|
|
2024
Q2 | $1.38M | Sell |
8,351
-218
| -3% | -$36K | 0.12% | 79 |
|
|
2024
Q1 | $1.39M | Buy |
8,569
+439
| +5% | +$71.2K | 0.12% | 82 |
|
|
2023
Q4 | $1.19M | Buy |
8,130
+207
| +3% | +$30.3K | 0.11% | 85 |
|
|
2023
Q3 | $1.16M | Sell |
7,923
-1,010
| -11% | -$147K | 0.12% | 82 |
|
|
2023
Q2 | $1.36M | Sell |
8,933
-875
| -9% | -$133K | 0.14% | 77 |
|
|
2023
Q1 | $1.46M | Sell |
9,808
-190
| -2% | -$28.3K | 0.16% | 72 |
|
|
2022
Q4 | $1.52M | Sell |
9,998
-497
| -5% | -$75.3K | 0.17% | 71 |
|
|
2022
Q3 | $1.31M | Buy |
10,495
+201
| +2% | +$25K | 0.15% | 74 |
|
|
2022
Q2 | $1.48M | Buy |
10,294
+556
| +6% | +$79.9K | 0.17% | 73 |
|
|
2022
Q1 | $1.49M | Buy |
9,738
+401
| +4% | +$61.3K | 0.15% | 80 |
|
|
2021
Q4 | $1.53M | Buy |
9,337
+222
| +2% | +$36.3K | 0.15% | 80 |
|
|
2021
Q3 | $1.27M | Buy |
9,115
+109
| +1% | +$15.2K | 0.14% | 81 |
|
|
2021
Q2 | $1.22M | Buy |
9,006
+62
| +0.7% | +$8.36K | 0.14% | 82 |
|
|
2021
Q1 | $1.21M | Buy |
8,944
+34
| +0.4% | +$4.6K | 0.14% | 75 |
|
|
2020
Q4 | $1.24M | Buy |
8,910
+1,169
| +15% | +$163K | 0.16% | 67 |
|
|
2020
Q3 | $1.08M | Buy |
7,741
+2,382
| +44% | +$331K | 0.15% | 61 |
|
|
2020
Q2 | $641K | Buy |
5,359
+44
| +0.8% | +$5.26K | 0.09% | 79 |
|
|
2020
Q1 | $585K | Buy |
5,315
+35
| +0.7% | +$3.85K | 0.09% | 64 |
|
|
2019
Q4 | $659K | Buy |
5,280
+182
| +4% | +$22.7K | 0.08% | 86 |
|
|
2019
Q3 | $634K | Sell |
5,098
-100
| -2% | -$12.4K | 0.09% | 76 |
|
|
2019
Q2 | $596K | Buy |
5,198
+223
| +4% | +$25.6K | 0.08% | 76 |
|
|
2019
Q1 | $518K | Sell |
4,975
-27
| -0.5% | -$2.81K | 0.07% | 76 |
|
|
2018
Q4 | $460K | Buy |
5,002
+323
| +7% | +$29.7K | 0.07% | 78 |
|
|
2018
Q3 | $420K | Buy |
4,679
+941
| +25% | +$84.5K | 0.06% | 83 |
|
|
2018
Q2 | $292K | Sell |
3,738
-704
| -16% | -$55K | 0.05% | 108 |
|
|
2018
Q1 | $352K | Buy |
4,442
+1,147
| +35% | +$90.9K | 0.06% | 95 |
|
|
2017
Q4 | $303K | Buy |
3,295
+217
| +7% | +$20K | 0.05% | 106 |
|
|
2017
Q3 | $280K | Buy |
3,078
+16
| +0.5% | +$1.46K | 0.05% | 101 |
|
|
2017
Q2 | $267K | Sell |
3,062
-521
| -15% | -$45.4K | 0.06% | 98 |
|
|
2017
Q1 | $322K | Buy |
3,583
+70
| +2% | +$6.29K | 0.07% | 84 |
|
|
2016
Q4 | $295K | Buy |
3,513
+98
| +3% | +$8.23K | 0.06% | 88 |
|
|
2016
Q3 | $306K | Hold |
3,415
| – | – | 0.07% | 82 |
|
|
2016
Q2 | $289K | Sell |
3,415
-200
| -6% | -$16.9K | 0.06% | 86 |
|
|
2016
Q1 | $298K | Buy |
3,615
+478
| +15% | +$39.4K | 0.07% | 79 |
|
|
2015
Q4 | $249K | Sell |
3,137
-115
| -4% | -$9.13K | 0.06% | 96 |
|
|
2015
Q3 | $234K | Buy |
3,252
+215
| +7% | +$15.5K | 0.06% | 100 |
|
|
2015
Q2 | $238K | Sell |
3,037
-3,586
| -54% | -$281K | 0.05% | 98 |
|
|
2015
Q1 | $543K | Buy |
6,623
+3,717
| +128% | +$305K | 0.04% | 95 |
|
|
2014
Q4 | $265K | Buy |
2,906
+350
| +14% | +$31.9K | 0.06% | 96 |
|
|
2014
Q3 | $214K | Buy |
+2,556
| New | +$214K | 0.07% | 81 |
|