Summit Wealth & Retirement Planning’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 | $351K | Buy |
2,201
+92
| +4% | +$14.7K | 0.09% | 68 |
|
|
2025
Q1 | $359K | Hold |
2,109
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $354K | Hold |
2,109
| – | – | 0.11% | 55 |
|
|
2024
Q3 | $365K | Sell |
2,109
-497
| -19% | -$86.1K | 0.12% | 50 |
|
|
2024
Q2 | $430K | Sell |
2,606
-86
| -3% | -$14.2K | 0.15% | 43 |
|
|
2024
Q1 | $437K | Sell |
2,692
-475
| -15% | -$77.1K | 0.16% | 40 |
|
|
2023
Q4 | $464K | Buy |
3,167
+37
| +1% | +$5.42K | 0.2% | 35 |
|
|
2023
Q3 | $456K | Buy |
3,130
+3
| +0.1% | +$438 | 0.18% | 38 |
|
|
2023
Q2 | $475K | Buy |
3,127
+2
| +0.1% | +$304 | 0.19% | 39 |
|
|
2023
Q1 | $465K | Buy |
3,125
+322
| +11% | +$47.9K | 0.17% | 56 |
|
|
2022
Q4 | $425K | Buy |
2,803
+13
| +0.5% | +$1.97K | 0.17% | 69 |
|
|
2022
Q3 | $352K | Buy |
2,790
+2
| +0.1% | +$252 | 0.14% | 82 |
|
|
2022
Q2 | $401K | Buy |
2,788
+453
| +19% | +$65.2K | 0.15% | 75 |
|
|
2022
Q1 | $357K | Buy |
2,335
+1,098
| +89% | +$168K | 0.13% | 80 |
|
|
2021
Q4 | $202K | Sell |
1,237
-206
| -14% | -$33.6K | 0.07% | 86 |
|
|
2021
Q3 | $202K | Buy |
+1,443
| New | +$202K | 0.07% | 83 |
|
|
2021
Q1 | – | Sell |
-17,239
| Closed | -$2.4M | – | 118 |
|
|
2020
Q4 | $2.4M | Sell |
17,239
-301
| -2% | -$41.9K | 0.91% | 25 |
|
|
2020
Q3 | $2.44M | Sell |
17,540
-256
| -1% | -$35.6K | 1.05% | 24 |
|
|
2020
Q2 | $2.13M | Sell |
17,796
-48
| -0.3% | -$5.74K | 1% | 25 |
|
|
2020
Q1 | $1.96M | Buy |
17,844
+227
| +1% | +$25K | 1.05% | 28 |
|
|
2019
Q4 | $2.2M | Buy |
17,617
+102
| +0.6% | +$12.7K | 0.98% | 23 |
|
|
2019
Q3 | $2.18M | Sell |
17,515
-758
| -4% | -$94.3K | 1.32% | 15 |
|
|
2019
Q2 | $2M | Sell |
18,273
-1,735
| -9% | -$190K | 1.17% | 18 |
|
|
2019
Q1 | $2.08M | Sell |
20,008
-88
| -0.4% | -$9.16K | 1.24% | 17 |
|
|
2018
Q4 | $1.85M | Buy |
+20,096
| New | +$1.85M | 1.4% | 14 |
|