Shakespeare Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $690K | Buy |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $755K | Buy |
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|
2024
Q4 | $740K | Sell |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $731K | Sell |
|
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $680K | Hold |
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|
2023
Q1 | $667K | Hold |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $664K | Sell |
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|
2021
Q1 | $652K | Hold |
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|
2020
Q4 | $670K | Hold |
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|
2020
Q3 | $669K | Sell |
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|
2020
Q2 | $585K | Sell |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $488K | Sell |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $408K | Buy |
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|
2018
Q2 | $382K | Sell |
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|
2018
Q1 | $399K | Buy |
|