SDAM
Shulman DeMeo Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
4,350
-150
| -3% | -$23.9K | 0.17% | 44 |
|
|
2025
Q1 | $767K | Sell |
4,500
-35
| -0.8% | -$5.97K | 0.22% | 40 |
|
|
2024
Q4 | $760K | Sell |
4,535
-599
| -12% | -$100K | 0.21% | 38 |
|
|
2024
Q3 | $889K | Buy |
5,134
+9
| +0.2% | +$1.56K | 0.22% | 38 |
|
|
2024
Q2 | $845K | Buy |
5,125
+14
| +0.3% | +$2.31K | 0.22% | 36 |
|
|
2024
Q1 | $829K | Buy |
5,111
+5
| +0.1% | +$811 | 0.22% | 38 |
|
|
2023
Q4 | $748K | Buy |
5,106
+206
| +4% | +$30.2K | 0.21% | 39 |
|
|
2023
Q3 | $715K | Sell |
4,900
-65
| -1% | -$9.48K | 0.24% | 37 |
|
|
2023
Q2 | $753K | Sell |
4,965
-74
| -1% | -$11.2K | 0.23% | 38 |
|
|
2023
Q1 | $749K | Sell |
5,039
-18
| -0.4% | -$2.68K | 0.24% | 40 |
|
|
2022
Q4 | $766K | Sell |
5,057
-15
| -0.3% | -$2.27K | 0.25% | 39 |
|
|
2022
Q3 | $640K | Sell |
5,072
-17
| -0.3% | -$2.15K | 0.23% | 42 |
|
|
2022
Q2 | $732K | Buy |
5,089
+133
| +3% | +$19.1K | 0.24% | 40 |
|
|
2022
Q1 | $757K | Buy |
4,956
+295
| +6% | +$45.1K | 0.21% | 44 |
|
|
2021
Q4 | $762K | Buy |
4,661
+277
| +6% | +$45.3K | 0.2% | 45 |
|
|
2021
Q3 | $613K | Buy |
+4,384
| New | +$613K | 0.53% | 32 |
|
|
2021
Q2 | – | Sell |
-4,358
| Closed | -$590K | – | 124 |
|
|
2021
Q1 | $590K | Buy |
4,358
+480
| +12% | +$65K | 0.16% | 64 |
|
|
2020
Q4 | $540K | Buy |
3,878
+817
| +27% | +$114K | 0.15% | 63 |
|
|
2020
Q3 | $425K | Buy |
+3,061
| New | +$425K | 0.14% | 69 |
|