Summit Place Financial 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 | $2.22M | Buy |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $1.76M | Buy |
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