Summit Financial’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 | $7.84M | Buy |
49,209
+4,699
| +11% | +$749K | 0.18% | 104 |
|
|
2025
Q1 | $7.59M | Buy |
44,510
+5,651
| +15% | +$963K | 0.21% | 90 |
|
|
2024
Q4 | $6.51M | Buy |
38,859
+2,482
| +7% | +$416K | 0.23% | 82 |
|
|
2024
Q3 | $6.3M | Buy |
36,377
+2,297
| +7% | +$398K | 0.25% | 73 |
|
|
2024
Q2 | $5.62M | Buy |
34,080
+12,741
| +60% | +$2.1M | 0.26% | 64 |
|
|
2024
Q1 | $3.46M | Sell |
21,339
-921
| -4% | -$149K | 0.21% | 64 |
|
|
2023
Q4 | $3.26M | Buy |
22,260
+145
| +0.7% | +$21.2K | 0.21% | 63 |
|
|
2023
Q3 | $3.23M | Buy |
22,115
+447
| +2% | +$65.2K | 0.24% | 61 |
|
|
2023
Q2 | $3.29M | Buy |
21,668
+4,226
| +24% | +$641K | 0.24% | 60 |
|
|
2023
Q1 | $2.59M | Buy |
17,442
+1,254
| +8% | +$186K | 0.23% | 45 |
|
|
2022
Q4 | $2.45M | Buy |
16,188
+982
| +6% | +$149K | 0.23% | 48 |
|
|
2022
Q3 | $1.92M | Buy |
15,206
+1,773
| +13% | +$224K | 0.18% | 60 |
|
|
2022
Q2 | $1.93M | Buy |
13,433
+94
| +0.7% | +$13.5K | 0.18% | 56 |
|
|
2022
Q1 | $2.04M | Buy |
13,339
+2,248
| +20% | +$343K | 0.16% | 60 |
|
|
2021
Q4 | $1.81M | Buy |
11,091
+2,126
| +24% | +$348K | 0.14% | 67 |
|
|
2021
Q3 | $1.25M | Buy |
8,965
+4,083
| +84% | +$571K | 0.11% | 70 |
|
|
2021
Q2 | $659K | Buy |
+4,882
| New | +$659K | 0.07% | 69 |
|