Summit Financial Strategies’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
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.19M | Hold |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $960K | Buy |
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|
2018
Q2 | $846K | Sell |
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|
2018
Q1 | $891K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $896K | Buy |
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|
2016
Q3 | $942K | Buy |
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|
2016
Q2 | $876K | Buy |
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|
2016
Q1 | $827K | Sell |
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|
2015
Q4 | $803K | Sell |
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|
2015
Q3 | $750K | Buy |
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|
2015
Q2 | $815K | Sell |
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|
2015
Q1 | $960K | Buy |
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|
2014
Q4 | $986K | Buy |
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