Summit Wealth & Retirement Planning’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 | $336K | Sell |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $354K | Hold |
|
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.13M | Sell |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $2.2M | Buy |
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|
2019
Q3 | $2.18M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $1.85M | Buy |
|