Stamos Capital Partners’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 | $2.01M | Buy |
12,647
+883
| +8% | +$141K | 0.36% | 85 |
|
|
2025
Q1 | $2M | Sell |
11,764
-3,196
| -21% | -$545K | 0.52% | 61 |
|
|
2024
Q4 | $2.51M | Buy |
14,960
+290
| +2% | +$48.6K | 0.59% | 46 |
|
|
2024
Q3 | $2.54M | Sell |
14,670
-240
| -2% | -$41.6K | 0.6% | 50 |
|
|
2024
Q2 | $2.46M | Sell |
14,910
-550
| -4% | -$90.7K | 0.52% | 56 |
|
|
2024
Q1 | $2.51M | Sell |
15,460
-1,840
| -11% | -$299K | 0.57% | 45 |
|
|
2023
Q4 | $2.54M | Sell |
17,300
-2,460
| -12% | -$360K | 0.69% | 40 |
|
|
2023
Q3 | $2.88M | Buy |
19,760
+10
| +0.1% | +$1.46K | 0.64% | 48 |
|
|
2023
Q2 | $3M | Sell |
19,750
-1,370
| -6% | -$208K | 0.7% | 46 |
|
|
2023
Q1 | $3.14M | Buy |
21,120
+3,440
| +19% | +$511K | 0.81% | 36 |
|
|
2022
Q4 | $2.68M | Buy |
17,680
+1,680
| +11% | +$255K | 0.85% | 42 |
|
|
2022
Q3 | $2.02M | Buy |
16,000
+8,950
| +127% | +$1.13M | 0.51% | 50 |
|
|
2022
Q2 | $1.01M | Buy |
+7,050
| New | +$1.01M | 0.31% | 70 |
|