Strategic Wealth 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 | $916K | Buy |
+5,751
| New | +$916K | 0.07% | 163 |
|
|
2024
Q4 | $1.03M | Buy |
6,035
+394
| +7% | +$67.4K | 0.09% | 146 |
|
|
2024
Q3 | $977K | Sell |
5,641
-18
| -0.3% | -$3.12K | 0.09% | 145 |
|
|
2024
Q2 | $933K | Buy |
5,659
+369
| +7% | +$60.9K | 0.1% | 143 |
|
|
2024
Q1 | $858K | Sell |
5,290
-466
| -8% | -$75.6K | 0.09% | 147 |
|
|
2023
Q4 | $844K | Sell |
5,756
-822
| -12% | -$120K | 0.1% | 138 |
|
|
2023
Q3 | $959K | Sell |
6,578
-756
| -10% | -$110K | 0.13% | 157 |
|
|
2023
Q2 | $1.11M | Sell |
7,334
-429
| -6% | -$65.1K | 0.14% | 148 |
|
|
2023
Q1 | $1.15M | Sell |
7,763
-18
| -0.2% | -$2.68K | 0.18% | 122 |
|
|
2022
Q4 | $1.18M | Sell |
7,781
-5
| -0.1% | -$758 | 0.22% | 111 |
|
|
2022
Q3 | $983K | Buy |
7,786
+1,859
| +31% | +$235K | 0.21% | 122 |
|
|
2022
Q2 | $852K | Buy |
5,927
+167
| +3% | +$24K | 0.18% | 127 |
|
|
2022
Q1 | $880K | Sell |
5,760
-1,298
| -18% | -$198K | 0.17% | 141 |
|
|
2021
Q4 | $1.16M | Buy |
7,058
+717
| +11% | +$117K | 0.22% | 131 |
|
|
2021
Q3 | $886K | Buy |
6,341
+2,525
| +66% | +$353K | 0.26% | 105 |
|
|
2021
Q2 | $515K | Sell |
3,816
-248
| -6% | -$33.5K | 0.17% | 150 |
|
|
2021
Q1 | $550K | Sell |
4,064
-7,029
| -63% | -$951K | 0.22% | 112 |
|
|
2020
Q4 | $1.54M | Buy |
11,093
+694
| +7% | +$96.5K | 0.65% | 36 |
|
|
2020
Q3 | $1.45M | Sell |
10,399
-1,055
| -9% | -$147K | 0.73% | 32 |
|
|
2020
Q2 | $1.37M | Buy |
11,454
+6,354
| +125% | +$760K | 0.71% | 38 |
|
|
2020
Q1 | $637K | Hold |
5,100
| – | – | 0.33% | 86 |
|
|
2019
Q4 | $637K | Sell |
5,100
-539
| -10% | -$67.3K | 0.33% | 86 |
|
|
2019
Q3 | $18.9K | Sell |
5,639
-172
| -3% | -$575 | 0.1% | 119 |
|
|
2019
Q2 | $637K | Sell |
5,811
-1,093
| -16% | -$120K | 0.31% | 86 |
|
|
2019
Q1 | $716K | Sell |
6,904
-67
| -1% | -$6.95K | 0.33% | 85 |
|
|
2018
Q4 | $672K | Sell |
6,971
-234
| -3% | -$22.6K | 0.34% | 82 |
|
|
2018
Q3 | $600K | Sell |
7,205
-269
| -4% | -$22.4K | 0.32% | 86 |
|
|
2018
Q2 | $583K | Sell |
7,474
-6,301
| -46% | -$492K | 0.34% | 86 |
|
|
2018
Q1 | $1.09M | Sell |
13,775
-8,372
| -38% | -$664K | 0.56% | 53 |
|
|
2017
Q4 | $1.95M | Buy |
+22,147
| New | +$1.95M | 1.08% | 21 |
|