Sterling Financial Planning’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 | $458K | Sell |
2,872
-398
| -12% | -$63.4K | 0.15% | 74 |
|
|
2025
Q1 | $557K | Sell |
3,270
-97
| -3% | -$16.5K | 0.2% | 66 |
|
|
2024
Q4 | $564K | Sell |
3,367
-9
| -0.3% | -$1.51K | 0.21% | 67 |
|
|
2024
Q3 | $585K | Sell |
3,376
-146
| -4% | -$25.3K | 0.22% | 66 |
|
|
2024
Q2 | $581K | Hold |
3,522
| – | – | 0.24% | 61 |
|
|
2024
Q1 | $571K | Sell |
3,522
-11
| -0.3% | -$1.79K | 0.23% | 63 |
|
|
2023
Q4 | $518K | Buy |
3,533
+1,097
| +45% | +$161K | 0.22% | 64 |
|
|
2023
Q3 | $355K | Sell |
2,436
-47
| -2% | -$6.86K | 0.18% | 74 |
|
|
2023
Q2 | $377K | Hold |
2,483
| – | – | 0.19% | 73 |
|
|
2023
Q1 | $369K | Hold |
2,483
| – | – | 0.2% | 69 |
|
|
2022
Q4 | $376K | Buy |
2,483
+142
| +6% | +$21.5K | 0.22% | 66 |
|
|
2022
Q3 | $296K | Hold |
2,341
| – | – | 0.21% | 69 |
|
|
2022
Q2 | $337K | Hold |
2,341
| – | – | 0.24% | 64 |
|
|
2022
Q1 | $358K | Sell |
2,341
-190
| -8% | -$29.1K | 0.23% | 65 |
|
|
2021
Q4 | $414K | Sell |
2,531
-50
| -2% | -$8.18K | 0.26% | 60 |
|
|
2021
Q3 | $361K | Buy |
2,581
+302
| +13% | +$42.2K | 0.23% | 58 |
|
|
2021
Q2 | $308K | Hold |
2,279
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $309K | Sell |
2,279
-55
| -2% | -$7.46K | 0.22% | 58 |
|
|
2020
Q4 | $325K | Buy |
+2,334
| New | +$325K | 0.26% | 52 |
|