Summit Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.91M | Sell |
42,590
-538
| -1% | -$87.3K | 2.46% | 6 |
|
|
2023
Q4 | $6.32M | Buy |
43,128
+148
| +0.3% | +$21.7K | 2.42% | 6 |
|
|
2023
Q3 | $6.27M | Sell |
42,980
-615
| -1% | -$89.7K | 2.64% | 5 |
|
|
2023
Q2 | $6.62M | Sell |
43,595
-1,827
| -4% | -$277K | 2.57% | 5 |
|
|
2023
Q1 | $6.75M | Sell |
45,422
-80
| -0.2% | -$11.9K | 2.56% | 5 |
|
|
2022
Q4 | $6.9M | Sell |
45,502
-242
| -0.5% | -$36.7K | 2.73% | 5 |
|
|
2022
Q3 | $5.78M | Sell |
45,744
-2,028
| -4% | -$256K | 2.4% | 8 |
|
|
2022
Q2 | $6.87M | Sell |
47,772
-920
| -2% | -$132K | 2.65% | 5 |
|
|
2022
Q1 | $7.44M | Sell |
48,692
-175
| -0.4% | -$26.7K | 2.52% | 6 |
|
|
2021
Q4 | $7.99M | Buy |
48,867
+223
| +0.5% | +$36.5K | 2.6% | 5 |
|
|
2021
Q3 | $6.8M | Sell |
48,644
-85
| -0.2% | -$11.9K | 2.46% | 4 |
|
|
2021
Q2 | $6.58M | Buy |
48,729
+2,900
| +6% | +$391K | 2.46% | 4 |
|
|
2021
Q1 | $6.21M | Sell |
45,829
-745
| -2% | -$101K | 2.58% | 6 |
|
|
2020
Q4 | $6.48M | Sell |
46,574
-376
| -0.8% | -$52.3K | 2.84% | 5 |
|
|
2020
Q3 | $6.53M | Sell |
46,950
-295
| -0.6% | -$41K | 3.24% | 4 |
|
|
2020
Q2 | $5.65M | Buy |
47,245
+240
| +0.5% | +$28.7K | 2.94% | 4 |
|
|
2020
Q1 | $5.17M | Sell |
47,005
-50
| -0.1% | -$5.5K | 3.09% | 7 |
|
|
2019
Q4 | $5.88M | Sell |
47,055
-320
| -0.7% | -$40K | 2.82% | 9 |
|
|
2019
Q3 | $5.89M | Sell |
47,375
-3,338
| -7% | -$415K | 2.99% | 6 |
|
|
2019
Q2 | $5.56M | Sell |
50,713
-3,019
| -6% | -$331K | 2.51% | 8 |
|
|
2019
Q1 | $5.59M | Sell |
53,732
-100
| -0.2% | -$10.4K | 4.37% | 2 |
|
|
2018
Q4 | $4.95M | Sell |
53,832
-60
| -0.1% | -$5.52K | 4.2% | 2 |
|
|
2018
Q3 | $4.49M | Sell |
53,892
-130
| -0.2% | -$10.8K | 3.34% | 4 |
|
|
2018
Q2 | $4.22M | Sell |
54,022
-211
| -0.4% | -$16.5K | 3.28% | 4 |
|
|
2018
Q1 | $4.3M | Buy |
54,233
+2,227
| +4% | +$177K | 3.36% | 2 |
|
|
2017
Q4 | $4.78M | Sell |
52,006
-25
| -0% | -$2.3K | 3.91% | 2 |
|
|
2017
Q3 | $4.73M | Buy |
52,031
+286
| +0.6% | +$26K | 3.94% | 3 |
|
|
2017
Q2 | $4.51M | Buy |
+51,745
| New | +$4.51M | 3.91% | 4 |
|