SPC
Sigma Planning Corp’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Sell |
57,601
-1,752
| -3% | -$279K | 0.28% | 66 |
|
|
2025
Q1 | $10.1M | Sell |
59,353
-172
| -0.3% | -$29.3K | 0.32% | 54 |
|
|
2024
Q4 | $9.98M | Sell |
59,525
-9,848
| -14% | -$1.65M | 0.31% | 50 |
|
|
2024
Q3 | $12M | Sell |
69,373
-2,317
| -3% | -$401K | 0.37% | 47 |
|
|
2024
Q2 | $11.8M | Sell |
71,690
-2,510
| -3% | -$414K | 0.37% | 44 |
|
|
2024
Q1 | $12M | Buy |
74,200
+44,323
| +148% | +$7.19M | 0.38% | 42 |
|
|
2023
Q4 | $4.38M | Sell |
29,877
-44,915
| -60% | -$6.58M | 0.34% | 53 |
|
|
2023
Q3 | $10.9M | Sell |
74,792
-2,501
| -3% | -$365K | 0.41% | 41 |
|
|
2023
Q2 | $11.7M | Sell |
77,293
-6,612
| -8% | -$1M | 0.42% | 39 |
|
|
2023
Q1 | $12.5M | Sell |
83,905
-377
| -0.4% | -$56.1K | 0.41% | 41 |
|
|
2022
Q4 | $12.8M | Buy |
84,282
+1,179
| +1% | +$179K | 0.46% | 42 |
|
|
2022
Q3 | $10.5M | Buy |
83,103
+1,015
| +1% | +$128K | 0.4% | 42 |
|
|
2022
Q2 | $11.8M | Buy |
82,088
+6,577
| +9% | +$946K | 0.41% | 39 |
|
|
2022
Q1 | $11.5M | Sell |
75,511
-10,920
| -13% | -$1.67M | 0.35% | 53 |
|
|
2021
Q4 | $14.1M | Buy |
86,431
+8,977
| +12% | +$1.47M | 0.39% | 41 |
|
|
2021
Q3 | $10.8M | Sell |
77,454
-579
| -0.7% | -$80.9K | 0.33% | 53 |
|
|
2021
Q2 | $10.5M | Sell |
78,033
-4,935
| -6% | -$666K | 0.31% | 55 |
|
|
2021
Q1 | $11.2M | Buy |
82,968
+1,199
| +1% | +$162K | 0.36% | 55 |
|
|
2020
Q4 | $11.4M | Buy |
81,769
+704
| +0.9% | +$98K | 0.39% | 51 |
|
|
2020
Q3 | $11.3M | Sell |
81,065
-2,777
| -3% | -$386K | 0.45% | 37 |
|
|
2020
Q2 | $10M | Buy |
83,842
+16,205
| +24% | +$1.94M | 0.44% | 39 |
|
|
2020
Q1 | $7.44M | Sell |
67,637
-60
| -0.1% | -$6.6K | 0.44% | 38 |
|
|
2019
Q4 | $8.46M | Sell |
67,697
-2,694
| -4% | -$336K | 0.36% | 44 |
|
|
2019
Q3 | $8.76M | Sell |
70,391
-974
| -1% | -$121K | 0.42% | 42 |
|
|
2019
Q2 | $7.83M | Buy |
71,365
+1,040
| +1% | +$114K | 0.4% | 45 |
|
|
2019
Q1 | $7.32M | Buy |
70,325
+3,049
| +5% | +$317K | 0.42% | 48 |
|
|
2018
Q4 | $6.18M | Sell |
67,276
-561
| -0.8% | -$51.6K | 0.45% | 48 |
|
|
2018
Q3 | $5.65M | Sell |
67,837
-1,096
| -2% | -$91.2K | 0.33% | 67 |
|
|
2018
Q2 | $5.38M | Buy |
68,933
+6,335
| +10% | +$495K | 0.36% | 57 |
|
|
2018
Q1 | $4.96M | Buy |
62,598
+371
| +0.6% | +$29.4K | 0.36% | 58 |
|
|
2017
Q4 | $5.72M | Sell |
62,227
-2,799
| -4% | -$257K | 0.44% | 44 |
|
|
2017
Q3 | $5.92M | Buy |
65,026
+2,640
| +4% | +$240K | 0.49% | 35 |
|
|
2017
Q2 | $5.44M | Sell |
62,386
-8,337
| -12% | -$727K | 0.51% | 36 |
|
|
2017
Q1 | $6.35M | Buy |
70,723
+1,674
| +2% | +$150K | 0.62% | 31 |
|
|
2016
Q4 | $5.81M | Buy |
69,049
+8,896
| +15% | +$748K | 0.63% | 34 |
|
|
2016
Q3 | $5.4M | Sell |
60,153
-447
| -0.7% | -$40.1K | 0.64% | 30 |
|
|
2016
Q2 | $5.13M | Sell |
60,600
-7,539
| -11% | -$638K | 0.67% | 30 |
|
|
2016
Q1 | $5.61M | Buy |
68,139
+7,988
| +13% | +$658K | 0.77% | 25 |
|
|
2015
Q4 | $4.78M | Sell |
60,151
-2,582
| -4% | -$205K | 0.67% | 26 |
|
|
2015
Q3 | $4.51M | Buy |
62,733
+2,464
| +4% | +$177K | 0.72% | 22 |
|
|
2015
Q2 | $4.72M | Buy |
60,269
+3,897
| +7% | +$305K | 0.65% | 23 |
|
|
2015
Q1 | $4.62M | Buy |
56,372
+2,786
| +5% | +$228K | 0.61% | 25 |
|
|
2014
Q4 | $4.88M | Buy |
+53,586
| New | +$4.88M | 0.65% | 22 |
|