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
2026 Q1	$642K	Buy	4,448 +50	+1%	+$7.58K	0.15%	53
2025 Q4	$630K	Sell	4,398 -91	-2%	-$13.4K	0.14%	58
2025 Q3	$690K	Buy	4,489 +51	+1%	+$7.96K	0.16%	52
2025 Q2	$707K	Buy	4,438 +8	+0.2%	+$1.31K	0.19%	51
2025 Q1	$755K	Buy	4,430 +14	+0.3%	+$2.35K	0.2%	46
2024 Q4	$740K	Sell	4,416 -32	-0.7%	-$5.45K	0.2%	48
2024 Q3	$770K	Buy	4,448 +18	+0.4%	+$3.06K	0.2%	48
2024 Q2	$731K	Sell	4,430 -2	-0%	-$327	0.21%	45
2024 Q1	$719K	Hold	4,432	–	–	0.21%	47
2023 Q4	$649K	Sell	4,432 -33	-0.7%	-$4.89K	0.2%	46
2023 Q3	$651K	Sell	4,465 -19	-0.4%	-$2.9K	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%	-$17.7K	0.25%	39
2022 Q3	$582K	Buy	4,610 +49	+1%	+$6.96K	0.25%	41
2022 Q2	$649K	Buy	4,561 +10	+0.2%	+$1.5K	0.26%	40
2022 Q1	$701K	Sell	4,551 -47	-1%	-$7.35K	0.25%	39
2021 Q4	$752K	Sell	4,598 -87	-2%	-$12.9K	0.27%	40
2021 Q3	$654K	Sell	4,685 -14	-0.3%	-$1.98K	0.25%	43
2021 Q2	$664K	Sell	4,699 -116	-2%	-$15.7K	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%	-$10.2K	0.35%	36
2020 Q2	$585K	Sell	4,892 -85	-2%	-$9.91K	0.34%	39
2020 Q1	$547K	Sell	4,977 -82	-2%	-$9.84K	0.38%	37
2019 Q4	$632K	Sell	5,059 -3	-0.1%	-$367	0.34%	42
2019 Q3	$630K	Sell	5,062 -59	-1%	-$6.97K	0.36%	41
2019 Q2	$562K	Buy	5,121 +429	+9%	+$45.7K	0.36%	40
2019 Q1	$488K	Sell	4,692 -99	-2%	-$9.64K	0.37%	34
2018 Q4	$440K	Sell	4,791 -113	-2%	-$10.1K	0.34%	36
2018 Q3	$408K	Buy	4,904 +12	+0.2%	+$981	0.31%	31
2018 Q2	$382K	Sell	4,892 -441	-8%	-$33.2K	0.34%	29
2018 Q1	$399K	Buy	+5,333	New	+$445K	0.35%	31