SLFPAM
St. Louis Financial Planners Asset Management’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.15M | Buy |
+13,517
| New | +$2.15M | 1.64% | 26 |
|
2025
Q1 | – | Sell |
-10,535
| Closed | -$1.77M | – | 36 |
|
2024
Q4 | $1.77M | Sell |
10,535
-863
| -8% | -$145K | 1.28% | 21 |
|
2024
Q3 | $1.92M | Buy |
11,398
+126
| +1% | +$21.3K | 1.53% | 25 |
|
2024
Q2 | $1.83M | Buy |
+11,272
| New | +$1.83M | 1.58% | 27 |
|
2024
Q1 | – | Sell |
-10,603
| Closed | -$1.55M | – | 43 |
|
2023
Q4 | $1.55M | Buy |
+10,603
| New | +$1.55M | 1.45% | 27 |
|
2023
Q3 | – | Sell |
-10,888
| Closed | -$1.65M | – | 31 |
|
2023
Q2 | $1.65M | Sell |
10,888
-113
| -1% | -$17.1K | 1.66% | 24 |
|
2023
Q1 | $1.64M | Sell |
11,001
-53
| -0.5% | -$7.88K | 1.86% | 21 |
|
2022
Q4 | $1.68M | Buy |
+11,054
| New | +$1.68M | 1.64% | 9 |
|