SFS
Summit Financial Strategies’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
9,680
+19
| +0.2% | +$3.03K | 0.14% | 49 |
|
|
2025
Q1 | $1.65M | Sell |
9,661
-1,405
| -13% | -$239K | 0.17% | 45 |
|
|
2024
Q4 | $1.86M | Sell |
11,066
-38
| -0.3% | -$6.37K | 0.2% | 40 |
|
|
2024
Q3 | $1.92M | Sell |
11,104
-51
| -0.5% | -$8.83K | 0.22% | 37 |
|
|
2024
Q2 | $1.84M | Sell |
11,155
-1,243
| -10% | -$205K | 0.23% | 38 |
|
|
2024
Q1 | $2.01M | Buy |
12,398
+205
| +2% | +$33.3K | 0.28% | 33 |
|
|
2023
Q4 | $1.79M | Sell |
12,193
-290
| -2% | -$42.5K | 0.27% | 34 |
|
|
2023
Q3 | $1.82M | Sell |
12,483
-952
| -7% | -$139K | 0.35% | 27 |
|
|
2023
Q2 | $2.04M | Buy |
13,435
+133
| +1% | +$20.2K | 0.38% | 26 |
|
|
2023
Q1 | $1.98M | Sell |
13,302
-693
| -5% | -$103K | 0.39% | 26 |
|
|
2022
Q4 | $2.12M | Sell |
13,995
-8,085
| -37% | -$1.23M | 0.46% | 23 |
|
|
2022
Q3 | $2.79M | Buy |
22,080
+7,193
| +48% | +$908K | 0.66% | 18 |
|
|
2022
Q2 | $2.14M | Buy |
14,887
+791
| +6% | +$114K | 0.5% | 20 |
|
|
2022
Q1 | $2.15M | Buy |
14,096
+194
| +1% | +$29.6K | 0.43% | 19 |
|
|
2021
Q4 | $2.27M | Sell |
13,902
-4,090
| -23% | -$669K | 0.44% | 20 |
|
|
2021
Q3 | $2.52M | Buy |
17,992
+47
| +0.3% | +$6.57K | 0.48% | 18 |
|
|
2021
Q2 | $2.42M | Buy |
17,945
+5,169
| +40% | +$697K | 0.48% | 19 |
|
|
2021
Q1 | $1.73M | Sell |
12,776
-311
| -2% | -$42.1K | 0.62% | 17 |
|
|
2020
Q4 | $1.82M | Sell |
13,087
-32
| -0.2% | -$4.45K | 0.63% | 18 |
|
|
2020
Q3 | $1.82M | Buy |
13,119
+2,252
| +21% | +$313K | 0.74% | 16 |
|
|
2020
Q2 | $1.3M | Sell |
10,867
-258
| -2% | -$30.8K | 0.58% | 18 |
|
|
2020
Q1 | $1.22M | Sell |
11,125
-80
| -0.7% | -$8.8K | 0.66% | 16 |
|
|
2019
Q4 | $1.4M | Buy |
11,205
+60
| +0.5% | +$7.49K | 0.68% | 14 |
|
|
2019
Q3 | $1.39M | Sell |
11,145
-110
| -1% | -$13.7K | 0.67% | 13 |
|
|
2019
Q2 | $1.23M | Sell |
11,255
-188
| -2% | -$20.6K | 0.6% | 14 |
|
|
2019
Q1 | $1.19M | Hold |
11,443
| – | – | 0.6% | 15 |
|
|
2018
Q4 | $1.05M | Sell |
11,443
-97
| -0.8% | -$8.92K | 0.59% | 17 |
|
|
2018
Q3 | $960K | Buy |
11,540
+698
| +6% | +$58.1K | 0.44% | 18 |
|
|
2018
Q2 | $846K | Sell |
10,842
-401
| -4% | -$31.3K | 0.41% | 19 |
|
|
2018
Q1 | $891K | Sell |
11,243
-2
| -0% | -$158 | 0.46% | 17 |
|
|
2017
Q4 | $1.03M | Buy |
11,245
+175
| +2% | +$16.1K | 0.54% | 17 |
|
|
2017
Q3 | $1.01M | Sell |
11,070
-819
| -7% | -$74.5K | 0.58% | 16 |
|
|
2017
Q2 | $1.04M | Buy |
11,889
+265
| +2% | +$23.1K | 0.62% | 13 |
|
|
2017
Q1 | $1.04M | Buy |
11,624
+962
| +9% | +$86.4K | 0.76% | 13 |
|
|
2016
Q4 | $896K | Buy |
10,662
+165
| +2% | +$13.9K | 0.61% | 14 |
|
|
2016
Q3 | $942K | Buy |
10,497
+148
| +1% | +$13.3K | 0.66% | 13 |
|
|
2016
Q2 | $876K | Buy |
10,349
+301
| +3% | +$25.5K | 0.65% | 13 |
|
|
2016
Q1 | $827K | Sell |
10,048
-62
| -0.6% | -$5.1K | 0.61% | 16 |
|
|
2015
Q4 | $803K | Sell |
10,110
-311
| -3% | -$24.7K | 0.62% | 15 |
|
|
2015
Q3 | $750K | Buy |
10,421
+1
| +0% | +$72 | 0.62% | 16 |
|
|
2015
Q2 | $815K | Sell |
10,420
-1,301
| -11% | -$102K | 0.64% | 17 |
|
|
2015
Q1 | $960K | Buy |
11,721
+896
| +8% | +$73.4K | 0.77% | 15 |
|
|
2014
Q4 | $986K | Buy |
+10,825
| New | +$986K | 0.8% | 17 |
|