Summit Financial Wealth Advisors’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
Q3 | $381K | Buy |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $241K | Sell |
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|
2017
Q3 | $604K | Sell |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $909K | Sell |
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|
2016
Q4 | $868K | Sell |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.06M | Buy |
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|
2015
Q4 | $1M | Buy |
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|
2015
Q3 | $180K | Buy |
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|
2015
Q2 | $143K | Hold |
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|
2015
Q1 | $147K | Sell |
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|
2014
Q4 | $195K | Buy |
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