Sheets Smith 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 | $629K | Sell |
3,950
-20
| -0.5% | -$3.19K | 0.07% | 244 |
|
|
2025
Q1 | $677K | Sell |
3,970
-50
| -1% | -$8.52K | 0.08% | 206 |
|
|
2024
Q4 | $674K | Buy |
4,020
+51
| +1% | +$8.55K | 0.08% | 208 |
|
|
2024
Q3 | $687K | Sell |
3,969
-1,200
| -23% | -$208K | 0.08% | 202 |
|
|
2024
Q2 | $852K | Buy |
5,169
+1
| +0% | +$165 | 0.1% | 172 |
|
|
2024
Q1 | $839K | Hold |
5,168
| – | – | 0.09% | 177 |
|
|
2023
Q4 | $757K | Sell |
5,168
-559
| -10% | -$81.9K | 0.11% | 164 |
|
|
2023
Q3 | $835K | Buy |
5,727
+1
| +0% | +$146 | 0.13% | 148 |
|
|
2023
Q2 | $869K | Sell |
5,726
-100
| -2% | -$15.2K | 0.13% | 152 |
|
|
2023
Q1 | $866K | Buy |
5,826
+1
| +0% | +$149 | 0.13% | 145 |
|
|
2022
Q4 | $883K | Buy |
5,825
+30
| +0.5% | +$4.55K | 0.14% | 141 |
|
|
2022
Q3 | $732K | Buy |
5,795
+1
| +0% | +$126 | 0.12% | 152 |
|
|
2022
Q2 | $833K | Sell |
5,794
-228
| -4% | -$32.8K | 0.14% | 144 |
|
|
2022
Q1 | $920K | Buy |
6,022
+6
| +0.1% | +$917 | 0.13% | 152 |
|
|
2021
Q4 | $984K | Sell |
6,016
-2
| -0% | -$327 | 0.12% | 154 |
|
|
2021
Q3 | $841K | Buy |
6,018
+4
| +0.1% | +$559 | 0.11% | 158 |
|
|
2021
Q2 | $811K | Buy |
6,014
+4
| +0.1% | +$539 | 0.11% | 163 |
|
|
2021
Q1 | $814K | Buy |
6,010
+146
| +2% | +$19.8K | 0.12% | 155 |
|
|
2020
Q4 | $816K | Buy |
5,864
+3
| +0.1% | +$417 | 0.12% | 156 |
|
|
2020
Q3 | $815K | Buy |
5,861
+153
| +3% | +$21.3K | 0.14% | 134 |
|
|
2020
Q2 | $682K | Buy |
5,708
+821
| +17% | +$98.1K | 0.14% | 134 |
|
|
2020
Q1 | $538K | Buy |
4,887
+1,244
| +34% | +$137K | 0.11% | 154 |
|
|
2019
Q4 | $455K | Sell |
3,643
-37
| -1% | -$4.62K | 0.09% | 219 |
|
|
2019
Q3 | $458K | Sell |
3,680
-26
| -0.7% | -$3.24K | 0.09% | 203 |
|
|
2019
Q2 | $406K | Buy |
3,706
+4
| +0.1% | +$438 | 0.08% | 234 |
|
|
2019
Q1 | $385K | Sell |
3,702
-40
| -1% | -$4.16K | 0.08% | 238 |
|
|
2018
Q4 | $344K | Buy |
3,742
+4
| +0.1% | +$368 | 0.09% | 207 |
|
|
2018
Q3 | $311K | Sell |
3,738
-364
| -9% | -$30.3K | 0.06% | 288 |
|
|
2018
Q2 | $320K | Buy |
4,102
+29
| +0.7% | +$2.26K | 0.07% | 257 |
|
|
2018
Q1 | $323K | Sell |
4,073
-447
| -10% | -$35.4K | 0.08% | 246 |
|
|
2017
Q4 | $415K | Buy |
4,520
+189
| +4% | +$17.4K | 0.1% | 213 |
|
|
2017
Q3 | $394K | Buy |
4,331
+9
| +0.2% | +$819 | 0.1% | 211 |
|
|
2017
Q2 | $377K | Buy |
4,322
+32
| +0.7% | +$2.79K | 0.1% | 198 |
|
|
2017
Q1 | $385K | Buy |
4,290
+9
| +0.2% | +$808 | 0.1% | 203 |
|
|
2016
Q4 | $360K | Buy |
4,281
+36
| +0.8% | +$3.03K | 0.1% | 209 |
|
|
2016
Q3 | $381K | Sell |
4,245
-90
| -2% | -$8.08K | 0.11% | 193 |
|
|
2016
Q2 | $367K | Buy |
4,335
+10
| +0.2% | +$847 | 0.11% | 188 |
|
|
2016
Q1 | $356K | Buy |
4,325
+10
| +0.2% | +$823 | 0.11% | 166 |
|
|
2015
Q4 | $343K | Buy |
4,315
+634
| +17% | +$50.4K | 0.1% | 170 |
|
|
2015
Q3 | $265K | Sell |
3,681
-969
| -21% | -$69.8K | 0.09% | 171 |
|
|
2015
Q2 | $364K | Buy |
4,650
+6
| +0.1% | +$470 | 0.1% | 176 |
|
|
2015
Q1 | $381K | Sell |
4,644
-385
| -8% | -$31.6K | 0.11% | 175 |
|
|
2014
Q4 | $458K | Sell |
5,029
-37
| -0.7% | -$3.37K | 0.12% | 176 |
|
|
2014
Q3 | $424K | Buy |
5,066
+5
| +0.1% | +$418 | 0.12% | 176 |
|
|
2014
Q2 | $398K | Buy |
5,061
+53
| +1% | +$4.17K | 0.11% | 188 |
|
|
2014
Q1 | $404K | Buy |
5,008
+44
| +0.9% | +$3.55K | 0.11% | 186 |
|
|
2013
Q4 | $404K | Sell |
4,964
-197
| -4% | -$16K | 0.11% | 194 |
|
|
2013
Q3 | $390K | Sell |
5,161
-352
| -6% | -$26.6K | 0.13% | 180 |
|
|
2013
Q2 | $424K | Buy |
+5,513
| New | +$424K | 0.14% | 179 |
|