Signature Estate & Investment Advisors’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
$1.38M Buy
8,660
+417
+5% +$66.4K 0.03% 194
2025
Q1
$1.4M Sell
8,243
-1,026
-11% -$175K 0.04% 178
2024
Q4
$1.55M Sell
9,269
-10,493
-53% -$1.76M 0.04% 167
2024
Q3
$3.42M Sell
19,762
-8,300
-30% -$1.44M 0.08% 86
2024
Q2
$4.63M Buy
28,062
+1,543
+6% +$254K 0.12% 74
2024
Q1
$4.3M Sell
26,519
-62,064
-70% -$10.1M 0.12% 57
2023
Q4
$13M Sell
88,583
-210,795
-70% -$30.9M 0.38% 44
2023
Q3
$43.7M Buy
299,378
+7,197
+2% +$1.05M 1.48% 23
2023
Q2
$44.3M Buy
292,181
+3,657
+1% +$555K 1.47% 21
2023
Q1
$42.9M Buy
288,524
+9,979
+4% +$1.48M 1.51% 18
2022
Q4
$42.2M Buy
278,545
+3,630
+1% +$550K 1.52% 16
2022
Q3
$34.7M Buy
274,915
+3,086
+1% +$390K 1.63% 23
2022
Q2
$39.1M Sell
271,829
-8,106
-3% -$1.17M 1.97% 15
2022
Q1
$42.8M Buy
279,935
+277,169
+10,021% +$42.4M 1.96% 16
2021
Q4
$452K Buy
2,766
+66
+2% +$10.8K 0.02% 118
2021
Q3
$378K Buy
2,700
+292
+12% +$40.9K 0.02% 126
2021
Q2
$325K Buy
+2,408
New +$325K 0.01% 133
2021
Q1
Sell
-2,763
Closed -$384K 169
2020
Q4
$384K Buy
2,763
+629
+29% +$87.4K 0.02% 119
2020
Q3
$297K Buy
2,134
+178
+9% +$24.8K 0.02% 127
2020
Q2
$234K Buy
+1,956
New +$234K 0.02% 128
2019
Q1
Sell
-1,455
Closed -$134K 175
2018
Q4
$134K Buy
+1,455
New +$134K 0.01% 159
2018
Q1
Sell
-1,125
Closed -$103K 159
2017
Q4
$103K Buy
+1,125
New +$103K 0.01% 157
2017
Q2
Sell
-3,171
Closed -$285K 172
2017
Q1
$285K Buy
+3,171
New +$285K 0.04% 123
2016
Q4
Sell
-1,178
Closed -$106K 173
2016
Q3
$106K Sell
1,178
-257
-18% -$23.1K 0.02% 153
2016
Q2
$122K Buy
+1,435
New +$122K 0.02% 154