Soltis 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 | $5.93M | Buy |
37,196
+3,440
| +10% | +$548K | 0.47% | 56 |
|
|
2025
Q1 | $5.75M | Sell |
33,756
-750
| -2% | -$128K | 0.51% | 52 |
|
|
2024
Q4 | $5.78M | Buy |
34,506
+801
| +2% | +$134K | 0.54% | 49 |
|
|
2024
Q3 | $5.84M | Buy |
33,705
+751
| +2% | +$130K | 0.57% | 51 |
|
|
2024
Q2 | $5.43M | Sell |
32,954
-75
| -0.2% | -$12.4K | 0.58% | 50 |
|
|
2024
Q1 | $5.36M | Sell |
33,029
-588
| -2% | -$95.4K | 0.6% | 56 |
|
|
2023
Q4 | $4.93M | Sell |
33,617
-2,312
| -6% | -$339K | 0.56% | 57 |
|
|
2023
Q3 | $5.24M | Sell |
35,929
-39
| -0.1% | -$5.69K | 0.67% | 47 |
|
|
2023
Q2 | $5.46M | Buy |
35,968
+1,781
| +5% | +$270K | 0.63% | 45 |
|
|
2023
Q1 | $5.08M | Buy |
34,187
+785
| +2% | +$117K | 0.65% | 43 |
|
|
2022
Q4 | $5.06M | Buy |
33,402
+4,630
| +16% | +$702K | 0.67% | 36 |
|
|
2022
Q3 | $3.63M | Buy |
28,772
+5,007
| +21% | +$632K | 0.55% | 46 |
|
|
2022
Q2 | $3.42M | Buy |
23,765
+3,662
| +18% | +$527K | 0.5% | 51 |
|
|
2022
Q1 | $3.07M | Buy |
20,103
+4,396
| +28% | +$672K | 0.43% | 51 |
|
|
2021
Q4 | $2.57M | Buy |
15,707
+1,766
| +13% | +$289K | 0.36% | 60 |
|
|
2021
Q3 | $1.95M | Buy |
13,941
+812
| +6% | +$114K | 0.3% | 68 |
|
|
2021
Q2 | $1.77M | Buy |
13,129
+2,101
| +19% | +$284K | 0.28% | 77 |
|
|
2021
Q1 | $1.49M | Sell |
11,028
-892
| -7% | -$121K | 0.27% | 74 |
|
|
2020
Q4 | $1.66M | Buy |
11,920
+2,049
| +21% | +$285K | 0.31% | 61 |
|
|
2020
Q3 | $1.37M | Buy |
9,871
+695
| +8% | +$96.6K | 0.32% | 66 |
|
|
2020
Q2 | $1.1M | Buy |
9,176
+1,502
| +20% | +$180K | 0.28% | 62 |
|
|
2020
Q1 | $844K | Buy |
7,674
+1,323
| +21% | +$146K | 0.26% | 57 |
|
|
2019
Q4 | $793K | Buy |
+6,351
| New | +$793K | 0.15% | 62 |
|