SS&H Financial 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 | $10.5M | Buy |
66,161
+22,077
| +50% | +$3.52M | 3.52% | 5 |
|
2025
Q1 | $7.51M | Sell |
44,084
-637
| -1% | -$109K | 2.8% | 7 |
|
2024
Q4 | $7.5M | Sell |
44,721
-390
| -0.9% | -$65.4K | 2.73% | 6 |
|
2024
Q3 | $7.81M | Sell |
45,111
-10
| -0% | -$1.73K | 2.85% | 7 |
|
2024
Q2 | $7.44M | Sell |
45,121
-100
| -0.2% | -$16.5K | 2.91% | 6 |
|
2024
Q1 | $7.34M | Sell |
45,221
-25,533
| -36% | -$4.14M | 3.06% | 7 |
|
2023
Q4 | $10.4M | Sell |
70,754
-145
| -0.2% | -$21.2K | 4.4% | 4 |
|
2023
Q3 | $10.3M | Buy |
+70,899
| New | +$10.3M | 4.84% | 4 |
|
2023
Q1 | $10.7M | Sell |
72,212
-871
| -1% | -$130K | 4.92% | 4 |
|
2022
Q4 | $11.1M | Sell |
73,083
-500
| -0.7% | -$75.8K | 5.27% | 3 |
|
2022
Q3 | $9.29M | Sell |
73,583
-1,000
| -1% | -$126K | 4.8% | 4 |
|
2022
Q2 | $10.7M | Sell |
74,583
-560
| -0.7% | -$80.5K | 4.95% | 4 |
|
2022
Q1 | $11.5M | Buy |
+75,143
| New | +$11.5M | 4.49% | 4 |
|