Strategic Wealth Investment Group’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 | $1.45M | Buy |
9,094
+501
| +6% | +$79.8K | 2.1% | 15 |
|
|
2025
Q1 | $1.46M | Sell |
8,593
-94,799
| -92% | -$16.2M | 2.55% | 11 |
|
|
2024
Q4 | $17.3M | Buy |
103,392
+2,611
| +3% | +$438K | 1.92% | 17 |
|
|
2024
Q3 | $17.4M | Buy |
100,781
+2,973
| +3% | +$514K | 1.87% | 15 |
|
|
2024
Q2 | $15.9M | Buy |
+97,808
| New | +$15.9M | 2.01% | 14 |
|
|
2023
Q4 | $10.7M | Buy |
72,824
+10,680
| +17% | +$1.57M | 1.6% | 22 |
|
|
2023
Q3 | $9.06M | Buy |
62,144
+7,736
| +14% | +$1.13M | 1.64% | 21 |
|
|
2023
Q2 | $8.26M | Buy |
54,408
+6,228
| +13% | +$945K | 1.31% | 25 |
|
|
2023
Q1 | $7.16M | Buy |
48,180
+7,192
| +18% | +$1.07M | 1.33% | 23 |
|
|
2022
Q4 | $6M | Buy |
40,988
+8,616
| +27% | +$1.26M | 1.39% | 19 |
|
|
2022
Q3 | $4.09M | Buy |
32,372
+878
| +3% | +$111K | 1.18% | 23 |
|
|
2022
Q2 | $4.53M | Sell |
31,494
-2,404
| -7% | -$346K | 1.13% | 20 |
|
|
2022
Q1 | $5.18M | Buy |
33,898
+4,996
| +17% | +$763K | 1.24% | 21 |
|
|
2021
Q4 | $4.73M | Buy |
28,902
+3,850
| +15% | +$630K | 1.23% | 22 |
|
|
2021
Q3 | $3.51M | Buy |
25,052
+3,992
| +19% | +$560K | 1.05% | 27 |
|
|
2021
Q2 | $2.84M | Buy |
21,060
+6,506
| +45% | +$878K | 1.01% | 28 |
|
|
2021
Q1 | $1.97M | Buy |
14,554
+3,012
| +26% | +$408K | 0.95% | 30 |
|
|
2020
Q4 | $1.61M | Buy |
11,542
+1,121
| +11% | +$156K | 0.94% | 30 |
|
|
2020
Q3 | $1.45M | Buy |
10,421
+1,645
| +19% | +$229K | 1.09% | 23 |
|
|
2020
Q2 | $1.05M | Sell |
8,776
-2,061
| -19% | -$246K | 1.03% | 27 |
|
|
2020
Q1 | $1.19M | Buy |
10,837
+4,744
| +78% | +$522K | 1.94% | 16 |
|
|
2019
Q4 | $761K | Buy |
+6,093
| New | +$761K | 0.79% | 29 |
|