Shepherd Financial Partners’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
Q2 | $3.04M | Buy |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.95M | Buy |
|
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.78M | Sell |
|
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $3.3M | Buy |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $862K | Buy |
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|
2021
Q1 | $864K | Buy |
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|
2020
Q4 | $870K | Sell |
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|
2020
Q3 | $905K | Buy |
|
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|
2020
Q2 | $774K | Sell |
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|
2020
Q1 | $750K | Buy |
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|
2019
Q4 | $668K | Sell |
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|
2019
Q3 | $668K | Sell |
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|
2019
Q2 | $594K | Sell |
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|
2019
Q1 | $625K | Sell |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $585K | Hold |
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|
2018
Q2 | $587K | Sell |
|
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|
2018
Q1 | $630K | Sell |
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|
2017
Q4 | $840K | Sell |
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|
2017
Q3 | $888K | Buy |
|
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|
2017
Q2 | $752K | Sell |
|
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|
2017
Q1 | $796K | Buy |
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|
2016
Q4 | $723K | Buy |
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