Shakespeare Wealth Management’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 | $707K | Buy |
4,438
+8
| +0.2% | +$1.28K | 0.19% | 51 |
|
|
2025
Q1 | $755K | Buy |
4,430
+14
| +0.3% | +$2.39K | 0.2% | 46 |
|
|
2024
Q4 | $740K | Sell |
4,416
-32
| -0.7% | -$5.37K | 0.2% | 48 |
|
|
2024
Q3 | $770K | Buy |
4,448
+18
| +0.4% | +$3.12K | 0.2% | 48 |
|
|
2024
Q2 | $731K | Sell |
4,430
-2
| -0% | -$330 | 0.21% | 45 |
|
|
2024
Q1 | $719K | Hold |
4,432
| – | – | 0.21% | 47 |
|
|
2023
Q4 | $649K | Sell |
4,432
-33
| -0.7% | -$4.84K | 0.2% | 46 |
|
|
2023
Q3 | $651K | Sell |
4,465
-19
| -0.4% | -$2.77K | 0.23% | 42 |
|
|
2023
Q2 | $680K | Hold |
4,484
| – | – | 0.23% | 40 |
|
|
2023
Q1 | $667K | Hold |
4,484
| – | – | 0.24% | 38 |
|
|
2022
Q4 | $680K | Sell |
4,484
-126
| -3% | -$19.1K | 0.25% | 39 |
|
|
2022
Q3 | $582K | Buy |
4,610
+49
| +1% | +$6.19K | 0.25% | 41 |
|
|
2022
Q2 | $649K | Buy |
4,561
+10
| +0.2% | +$1.42K | 0.26% | 40 |
|
|
2022
Q1 | $701K | Sell |
4,551
-47
| -1% | -$7.24K | 0.25% | 39 |
|
|
2021
Q4 | $752K | Sell |
4,598
-87
| -2% | -$14.2K | 0.27% | 40 |
|
|
2021
Q3 | $654K | Sell |
4,685
-14
| -0.3% | -$1.95K | 0.25% | 43 |
|
|
2021
Q2 | $664K | Sell |
4,699
-116
| -2% | -$16.4K | 0.26% | 43 |
|
|
2021
Q1 | $652K | Hold |
4,815
| – | – | 0.27% | 40 |
|
|
2020
Q4 | $670K | Hold |
4,815
| – | – | 0.29% | 39 |
|
|
2020
Q3 | $669K | Sell |
4,815
-77
| -2% | -$10.7K | 0.35% | 36 |
|
|
2020
Q2 | $585K | Sell |
4,892
-85
| -2% | -$10.2K | 0.34% | 39 |
|
|
2020
Q1 | $547K | Sell |
4,977
-82
| -2% | -$9.01K | 0.38% | 37 |
|
|
2019
Q4 | $632K | Sell |
5,059
-3
| -0.1% | -$375 | 0.34% | 42 |
|
|
2019
Q3 | $630K | Sell |
5,062
-59
| -1% | -$7.34K | 0.36% | 41 |
|
|
2019
Q2 | $562K | Buy |
5,121
+429
| +9% | +$47.1K | 0.36% | 40 |
|
|
2019
Q1 | $488K | Sell |
4,692
-99
| -2% | -$10.3K | 0.37% | 34 |
|
|
2018
Q4 | $440K | Sell |
4,791
-113
| -2% | -$10.4K | 0.34% | 36 |
|
|
2018
Q3 | $408K | Buy |
4,904
+12
| +0.2% | +$998 | 0.31% | 31 |
|
|
2018
Q2 | $382K | Sell |
4,892
-441
| -8% | -$34.4K | 0.34% | 29 |
|
|
2018
Q1 | $399K | Buy |
+5,333
| New | +$399K | 0.35% | 31 |
|