Sound Financial Strategies Group’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 | $675K | Buy |
4,234
+2,988
| +240% | +$476K | 0.57% | 75 |
|
|
2025
Q1 | $212K | Sell |
1,246
-22
| -2% | -$3.75K | 0.19% | 90 |
|
|
2024
Q4 | $213K | Buy |
1,268
+74
| +6% | +$12.4K | 0.18% | 83 |
|
|
2024
Q3 | $207K | Sell |
1,194
-78
| -6% | -$13.5K | 0.17% | 84 |
|
|
2024
Q2 | $210K | Sell |
1,272
-712
| -36% | -$117K | 0.18% | 80 |
|
|
2024
Q1 | $322K | Sell |
1,984
-91
| -4% | -$14.8K | 0.27% | 53 |
|
|
2023
Q4 | $304K | Sell |
2,075
-372
| -15% | -$54.5K | 0.26% | 54 |
|
|
2023
Q3 | $357K | Sell |
2,447
-98
| -4% | -$14.3K | 0.3% | 58 |
|
|
2023
Q2 | $386K | Sell |
2,545
-104
| -4% | -$15.8K | 0.28% | 55 |
|
|
2023
Q1 | $394K | Sell |
2,649
-4,752
| -64% | -$707K | 0.26% | 42 |
|
|
2022
Q4 | $1.12M | Buy |
+7,401
| New | +$1.12M | 0.81% | 16 |
|
|
2022
Q2 | – | Sell |
-10,631
| Closed | -$1.62M | – | 65 |
|
|
2022
Q1 | $1.62M | Buy |
+10,631
| New | +$1.62M | 0.9% | 21 |
|
|
2021
Q1 | – | Sell |
-4,527
| Closed | -$630K | – | 98 |
|
|
2020
Q4 | $630K | Buy |
4,527
+754
| +20% | +$105K | 0.34% | 39 |
|
|
2020
Q3 | $524K | Sell |
3,773
-61
| -2% | -$8.47K | 0.33% | 33 |
|
|
2020
Q2 | $458K | Sell |
3,834
-1
| -0% | -$119 | 0.3% | 39 |
|
|
2020
Q1 | $422K | Sell |
3,835
-6,950
| -64% | -$765K | 0.29% | 40 |
|
|
2019
Q4 | $1.35M | Buy |
+10,785
| New | +$1.35M | 0.85% | 39 |
|