Summit Trail 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
Q2 | $7.67M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $3.27M | Buy |
|
|||||
|
2024
Q2 | $2.29M | Sell |
|
|||||
|
2024
Q1 | $2.58M | Sell |
|
|||||
|
2023
Q4 | $2.35M | Sell |
|
|||||
|
2023
Q3 | $2.65M | Sell |
|
|||||
|
2023
Q2 | $2.8M | Buy |
|
|||||
|
2023
Q1 | $1.14M | Buy |
|
|||||
|
2022
Q4 | $904K | Sell |
|
|||||
|
2022
Q3 | $873K | Sell |
|
|||||
|
2022
Q2 | $1.09M | Buy |
|
|||||
|
2022
Q1 | $869K | Buy |
|
|||||
|
2021
Q4 | $831K | Buy |
|
|||||
|
2021
Q3 | $691K | Buy |
|
|||||
|
2021
Q2 | $523K | Sell |
|
|||||
|
2021
Q1 | $533K | Sell |
|
|||||
|
2020
Q4 | $555K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $441K | Buy |
|
|||||
|
2020
Q1 | $367K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $223K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $1.19M | Sell |
|
|||||
|
2017
Q4 | $2.04M | Buy |
|