Shelter Mutual Insurance’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 | $9.51M | Hold |
59,695
| – | – | 2.2% | 20 |
|
|
2025
Q1 | $10.2M | Hold |
59,695
| – | – | 2.45% | 17 |
|
|
2024
Q4 | $10M | Hold |
59,695
| – | – | 2.49% | 19 |
|
|
2024
Q3 | $9.75M | Hold |
59,695
| – | – | 2.33% | 20 |
|
|
2024
Q2 | $9.84M | Hold |
59,695
| – | – | 2.56% | 17 |
|
|
2024
Q1 | $9.69M | Hold |
59,695
| – | – | 2.5% | 17 |
|
|
2023
Q4 | $8.75M | Sell |
59,695
-14,050
| -19% | -$2.06M | 2.41% | 17 |
|
|
2023
Q3 | $10.8M | Sell |
73,745
-6,600
| -8% | -$963K | 3% | 6 |
|
|
2023
Q2 | $12.2M | Hold |
80,345
| – | – | 2.96% | 5 |
|
|
2023
Q1 | $11.9M | Hold |
80,345
| – | – | 3.33% | 10 |
|
|
2022
Q4 | $12.2M | Hold |
80,345
| – | – | 3.5% | 8 |
|
|
2022
Q3 | $10.1M | Hold |
80,345
| – | – | 3.28% | 8 |
|
|
2022
Q2 | $11.6M | Hold |
80,345
| – | – | 3.5% | 5 |
|
|
2022
Q1 | $12.3M | Hold |
80,345
| – | – | 3.22% | 9 |
|
|
2021
Q4 | $13.1M | Hold |
80,345
| – | – | 3.41% | 7 |
|
|
2021
Q3 | $11.2M | Sell |
80,345
-1,600
| -2% | -$224K | 3.17% | 9 |
|
|
2021
Q2 | $11.1M | Sell |
81,945
-9,125
| -10% | -$1.23M | 3.08% | 10 |
|
|
2021
Q1 | $12.3M | Hold |
91,070
| – | – | 3.46% | 5 |
|
|
2020
Q4 | $12.7M | Hold |
91,070
| – | – | 3.98% | 5 |
|
|
2020
Q3 | $12.7M | Hold |
91,070
| – | – | 4.34% | 4 |
|
|
2020
Q2 | $10.9M | Sell |
91,070
-14,130
| -13% | -$1.69M | 4.06% | 5 |
|
|
2020
Q1 | $11.6M | Hold |
105,200
| – | – | 4.85% | 3 |
|
|
2019
Q4 | $13.1M | Hold |
105,200
| – | – | 4.46% | 3 |
|
|
2019
Q3 | $13.1M | Hold |
105,200
| – | – | 3.82% | 5 |
|
|
2019
Q2 | $11.5M | Sell |
105,200
-10,090
| -9% | -$1.11M | 3.29% | 8 |
|
|
2019
Q1 | $12M | Hold |
115,290
| – | – | 3.53% | 7 |
|
|
2018
Q4 | $10.6M | Hold |
115,290
| – | – | 3.39% | 7 |
|
|
2018
Q3 | $9.6M | Hold |
115,290
| – | – | 2.68% | 14 |
|
|
2018
Q2 | $9M | Sell |
115,290
-12,800
| -10% | -$999K | 2.67% | 13 |
|
|
2018
Q1 | $10.2M | Hold |
128,090
| – | – | 3.03% | 11 |
|
|
2017
Q4 | $11.8M | Hold |
128,090
| – | – | 3.51% | 6 |
|
|
2017
Q3 | $11.7M | Sell |
128,090
-12,000
| -9% | -$1.09M | 3.64% | 5 |
|
|
2017
Q2 | $12.2M | Hold |
140,090
| – | – | 3.74% | 5 |
|
|
2017
Q1 | $12.6M | Hold |
140,090
| – | – | 3.86% | 6 |
|
|
2016
Q4 | $11.8M | Hold |
140,090
| – | – | 3.62% | 6 |
|
|
2016
Q3 | $12.6M | Hold |
140,090
| – | – | 3.9% | 4 |
|
|
2016
Q2 | $11.9M | Hold |
140,090
| – | – | 3.6% | 7 |
|
|
2016
Q1 | $11.5M | Hold |
140,090
| – | – | 3.54% | 6 |
|
|
2015
Q4 | $11.1M | Hold |
140,090
| – | – | 3.46% | 6 |
|
|
2015
Q3 | $10.1M | Hold |
140,090
| – | – | 3.3% | 9 |
|
|
2015
Q2 | $11M | Hold |
140,090
| – | – | 3.3% | 8 |
|
|
2015
Q1 | $11.5M | Hold |
140,090
| – | – | 3.59% | 7 |
|
|
2014
Q4 | $12.8M | Hold |
140,090
| – | – | 3.43% | 7 |
|
|
2014
Q3 | $11.7M | Hold |
140,090
| – | – | 3.23% | 9 |
|
|
2014
Q2 | $11.1M | Hold |
140,090
| – | – | 3.03% | 10 |
|
|
2014
Q1 | $11.3M | Hold |
140,090
| – | – | 3.1% | 9 |
|
|
2013
Q4 | $11.4M | Hold |
140,090
| – | – | 3.02% | 8 |
|
|
2013
Q3 | $10.6M | Hold |
140,090
| – | – | 3.03% | 9 |
|
|
2013
Q2 | $10.8M | Buy |
+140,090
| New | +$10.8M | 3.18% | 7 |
|