SFP
Shepherd Financial Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
19,100
+389
| +2% | +$62K | 0.32% | 57 |
|
|
2025
Q1 | $3.19M | Buy |
18,711
+517
| +3% | +$88.1K | 0.37% | 54 |
|
|
2024
Q4 | $3.05M | Buy |
18,194
+245
| +1% | +$41.1K | 0.36% | 47 |
|
|
2024
Q3 | $3.11M | Buy |
17,949
+494
| +3% | +$85.6K | 0.37% | 44 |
|
|
2024
Q2 | $2.88M | Buy |
17,455
+76
| +0.4% | +$12.5K | 0.37% | 45 |
|
|
2024
Q1 | $2.82M | Sell |
17,379
-2,773
| -14% | -$450K | 0.37% | 44 |
|
|
2023
Q4 | $2.95M | Buy |
20,152
+115
| +0.6% | +$16.9K | 0.42% | 43 |
|
|
2023
Q3 | $2.92M | Buy |
20,037
+921
| +5% | +$134K | 0.46% | 40 |
|
|
2023
Q2 | $2.9M | Buy |
19,116
+421
| +2% | +$63.9K | 0.45% | 39 |
|
|
2023
Q1 | $2.78M | Sell |
18,695
-71
| -0.4% | -$10.6K | 0.46% | 39 |
|
|
2022
Q4 | $2.84M | Buy |
18,766
+416
| +2% | +$63K | 0.51% | 38 |
|
|
2022
Q3 | $2.32M | Sell |
18,350
-4,605
| -20% | -$581K | 0.45% | 43 |
|
|
2022
Q2 | $3.3M | Buy |
22,955
+940
| +4% | +$135K | 0.64% | 28 |
|
|
2022
Q1 | $3.37M | Sell |
22,015
-1,110
| -5% | -$170K | 0.6% | 26 |
|
|
2021
Q4 | $3.78M | Buy |
23,125
+708
| +3% | +$116K | 0.66% | 27 |
|
|
2021
Q3 | $3.14M | Buy |
22,417
+16,028
| +251% | +$2.24M | 0.61% | 29 |
|
|
2021
Q2 | $862K | Buy |
6,389
+9
| +0.1% | +$1.21K | 0.16% | 92 |
|
|
2021
Q1 | $864K | Buy |
6,380
+136
| +2% | +$18.4K | 0.19% | 91 |
|
|
2020
Q4 | $870K | Sell |
6,244
-265
| -4% | -$36.9K | 0.2% | 88 |
|
|
2020
Q3 | $905K | Buy |
6,509
+33
| +0.5% | +$4.59K | 0.21% | 78 |
|
|
2020
Q2 | $774K | Sell |
6,476
-339
| -5% | -$40.5K | 0.21% | 72 |
|
|
2020
Q1 | $750K | Buy |
6,815
+1,452
| +27% | +$160K | 0.26% | 65 |
|
|
2019
Q4 | $668K | Sell |
5,363
-15
| -0.3% | -$1.87K | 0.16% | 84 |
|
|
2019
Q3 | $668K | Sell |
5,378
-38
| -0.7% | -$4.72K | 0.17% | 78 |
|
|
2019
Q2 | $594K | Sell |
5,416
-592
| -10% | -$64.9K | 0.11% | 85 |
|
|
2019
Q1 | $625K | Sell |
6,008
-704
| -10% | -$73.2K | 0.12% | 83 |
|
|
2018
Q4 | $617K | Sell |
6,712
-750
| -10% | -$68.9K | 0.13% | 78 |
|
|
2018
Q3 | $585K | Hold |
7,462
| – | – | 0.13% | 80 |
|
|
2018
Q2 | $587K | Sell |
7,462
-501
| -6% | -$39.4K | 0.13% | 80 |
|
|
2018
Q1 | $630K | Sell |
7,963
-1,210
| -13% | -$95.7K | 0.16% | 68 |
|
|
2017
Q4 | $840K | Sell |
9,173
-493
| -5% | -$45.1K | 0.2% | 62 |
|
|
2017
Q3 | $888K | Buy |
9,666
+1,015
| +12% | +$93.2K | 0.21% | 60 |
|
|
2017
Q2 | $752K | Sell |
8,651
-201
| -2% | -$17.5K | 0.18% | 65 |
|
|
2017
Q1 | $796K | Buy |
8,852
+270
| +3% | +$24.3K | 0.21% | 66 |
|
|
2016
Q4 | $723K | Buy |
+8,582
| New | +$723K | 0.21% | 70 |
|