Sound Financial Strategies Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $1.35M | Buy |
|