Simon Quick 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 | $5.43M | Buy |
34,058
+10,087
| +42% | +$1.61M | 0.22% | 68 |
|
|
2025
Q1 | $4.09M | Buy |
23,971
+3,391
| +16% | +$578K | 0.23% | 51 |
|
|
2024
Q4 | $3.45M | Buy |
20,580
+1,015
| +5% | +$170K | 0.21% | 52 |
|
|
2024
Q3 | $3.39M | Buy |
19,565
+2,332
| +14% | +$404K | 0.21% | 53 |
|
|
2024
Q2 | $2.84M | Buy |
17,233
+2,024
| +13% | +$334K | 0.2% | 59 |
|
|
2024
Q1 | $2.47M | Buy |
15,209
+1,588
| +12% | +$258K | 0.18% | 64 |
|
|
2023
Q4 | $2M | Sell |
13,621
-1,024
| -7% | -$150K | 0.18% | 74 |
|
|
2023
Q3 | $2.14M | Buy |
14,645
+448
| +3% | +$65.3K | 0.2% | 67 |
|
|
2023
Q2 | $2.15M | Buy |
14,197
+572
| +4% | +$86.8K | 0.2% | 67 |
|
|
2023
Q1 | $2.03M | Buy |
13,625
+8,109
| +147% | +$1.21M | 0.22% | 63 |
|
|
2022
Q4 | $836K | Buy |
5,516
+3,754
| +213% | +$569K | 0.1% | 98 |
|
|
2022
Q3 | $222K | Buy |
1,762
+45
| +3% | +$5.67K | 0.03% | 175 |
|
|
2022
Q2 | $248K | Sell |
1,717
-218
| -11% | -$31.5K | 0.03% | 151 |
|
|
2022
Q1 | $296K | Sell |
1,935
-680
| -26% | -$104K | 0.08% | 84 |
|
|
2021
Q4 | $428K | Buy |
2,615
+137
| +6% | +$22.4K | 0.11% | 77 |
|
|
2021
Q3 | $346K | Buy |
2,478
+270
| +12% | +$37.7K | 0.09% | 92 |
|
|
2021
Q2 | $297K | Buy |
2,208
+43
| +2% | +$5.78K | 0.08% | 91 |
|
|
2021
Q1 | $293K | Buy |
2,165
+47
| +2% | +$6.36K | 0.09% | 83 |
|
|
2020
Q4 | $295K | Buy |
2,118
+1,095
| +107% | +$153K | 0.09% | 83 |
|
|
2020
Q3 | $142K | Buy |
1,023
+201
| +24% | +$27.9K | 0.04% | 107 |
|
|
2020
Q2 | $98K | Buy |
822
+2
| +0.2% | +$238 | 0.04% | 124 |
|
|
2020
Q1 | $90K | Sell |
820
-152
| -16% | -$16.7K | 0.03% | 126 |
|
|
2019
Q4 | $121K | Buy |
972
+652
| +204% | +$81.2K | 0.04% | 125 |
|
|
2019
Q3 | $40K | Sell |
320
-149
| -32% | -$18.6K | 0.02% | 198 |
|
|
2019
Q2 | $51.4K | Buy |
469
+214
| +84% | +$23.4K | 0.03% | 122 |
|
|
2019
Q1 | $27K | Buy |
255
+80
| +46% | +$8.47K | 0.01% | 270 |
|
|
2018
Q4 | $16K | Sell |
175
-56
| -24% | -$5.12K | 0.01% | 262 |
|
|
2018
Q3 | $19K | Hold |
231
| – | – | 0.01% | 226 |
|
|
2018
Q2 | $18K | Sell |
231
-428
| -65% | -$33.4K | 0.01% | 242 |
|
|
2018
Q1 | $52K | Buy |
659
+144
| +28% | +$11.4K | 0.02% | 168 |
|
|
2017
Q4 | $44K | Sell |
515
-2,233
| -81% | -$191K | 0.02% | 241 |
|
|
2017
Q3 | $250K | Buy |
2,748
+200
| +8% | +$18.2K | 0.09% | 105 |
|
|
2017
Q2 | $222K | Sell |
2,548
-1,270
| -33% | -$111K | 0.13% | 64 |
|
|
2017
Q1 | $343K | Buy |
3,818
+568
| +17% | +$51K | 0.2% | 51 |
|
|
2016
Q4 | $273K | Buy |
+3,250
| New | +$273K | 0.2% | 76 |
|