Sterling Financial Planning’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 | $441K | Hold |
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|
2025
Q2 | $458K | Sell |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $564K | Sell |
|
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|
2024
Q3 | $585K | Sell |
|
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|
2024
Q2 | $581K | Hold |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $518K | Buy |
|
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $377K | Hold |
|
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $325K | Buy |
|