Summit Place Financial Advisors’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 | $2.26M | Buy |
14,163
+207
| +1% | +$33K | 1.14% | 38 |
|
|
2025
Q1 | $2.38M | Buy |
13,956
+1,431
| +11% | +$244K | 1.34% | 33 |
|
|
2024
Q4 | $2.1M | Buy |
12,525
+108
| +0.9% | +$18.1K | 1.19% | 37 |
|
|
2024
Q3 | $2.15M | Sell |
12,417
-995
| -7% | -$172K | 1.2% | 37 |
|
|
2024
Q2 | $2.21M | Buy |
13,412
+317
| +2% | +$52.3K | 1.31% | 35 |
|
|
2024
Q1 | $2.12M | Sell |
13,095
-1
| -0% | -$162 | 1.24% | 35 |
|
|
2023
Q4 | $1.92M | Buy |
13,096
+734
| +6% | +$108K | 1.25% | 35 |
|
|
2023
Q3 | $1.8M | Sell |
12,362
-302
| -2% | -$44.1K | 1.28% | 39 |
|
|
2023
Q2 | $1.92M | Buy |
12,664
+246
| +2% | +$37.3K | 1.24% | 40 |
|
|
2023
Q1 | $1.85M | Buy |
12,418
+977
| +9% | +$145K | 1.31% | 38 |
|
|
2022
Q4 | $1.73M | Buy |
11,441
+1,000
| +10% | +$152K | 1.43% | 34 |
|
|
2022
Q3 | $1.32M | Buy |
10,441
+50
| +0.5% | +$6.31K | 1.22% | 36 |
|
|
2022
Q2 | $1.49M | Sell |
10,391
-98
| -0.9% | -$14.1K | 1.25% | 35 |
|
|
2022
Q1 | $1.6M | Sell |
10,489
-15
| -0.1% | -$2.29K | 1.08% | 42 |
|
|
2021
Q4 | $1.72M | Sell |
10,504
-650
| -6% | -$106K | 1.19% | 38 |
|
|
2021
Q3 | $1.56M | Sell |
11,154
-640
| -5% | -$89.5K | 1.14% | 41 |
|
|
2021
Q2 | $1.59M | Sell |
11,794
-362
| -3% | -$48.8K | 1.17% | 42 |
|
|
2021
Q1 | $1.65M | Sell |
12,156
-2,745
| -18% | -$372K | 1.32% | 35 |
|
|
2020
Q4 | $2.07M | Buy |
14,901
+1,260
| +9% | +$175K | 1.8% | 22 |
|
|
2020
Q3 | $1.9M | Sell |
13,641
-1,775
| -12% | -$247K | 1.9% | 14 |
|
|
2020
Q2 | $1.84M | Buy |
15,416
+1,475
| +11% | +$176K | 2.91% | 9 |
|
|
2020
Q1 | $1.53M | Sell |
13,941
-175
| -1% | -$19.3K | 3.28% | 10 |
|
|
2019
Q4 | $1.76M | Buy |
+14,116
| New | +$1.76M | 2.79% | 11 |
|