Sustainable Insight Capital Management’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 | – | Sell |
-2,323
| Closed | -$396K | – | 78 |
|
|
2025
Q1 | $396K | Buy |
2,323
+500
| +27% | +$85.2K | 0.2% | 56 |
|
|
2024
Q4 | $306K | Sell |
1,823
-100
| -5% | -$16.8K | 0.13% | 64 |
|
|
2024
Q3 | $333K | Sell |
1,923
-9,600
| -83% | -$1.66M | 0.15% | 60 |
|
|
2024
Q2 | $1.9M | Buy |
11,523
+5,100
| +79% | +$841K | 0.95% | 29 |
|
|
2024
Q1 | $1.04M | Buy |
6,423
+4,100
| +176% | +$665K | 0.75% | 33 |
|
|
2023
Q4 | $340K | Sell |
2,323
-2,000
| -46% | -$293K | 0.28% | 42 |
|
|
2023
Q3 | $631K | Sell |
4,323
-2,900
| -40% | -$423K | 0.62% | 35 |
|
|
2023
Q2 | $1.1M | Buy |
7,223
+2,413
| +50% | +$366K | 1.02% | 26 |
|
|
2023
Q1 | $715K | Buy |
4,810
+1,100
| +30% | +$164K | 0.72% | 38 |
|
|
2022
Q4 | $562K | Sell |
3,710
-100
| -3% | -$15.2K | 0.63% | 46 |
|
|
2022
Q3 | $481K | Sell |
3,810
-1,793
| -32% | -$226K | 0.56% | 42 |
|
|
2022
Q2 | $802K | Buy |
5,603
+2,203
| +65% | +$315K | 0.8% | 33 |
|
|
2022
Q1 | $520K | Buy |
3,400
+233
| +7% | +$35.6K | 0.37% | 49 |
|
|
2021
Q4 | $518K | Sell |
3,167
-934
| -23% | -$153K | 0.28% | 46 |
|
|
2021
Q3 | $573K | Sell |
4,101
-4,149
| -50% | -$580K | 0.37% | 46 |
|
|
2021
Q2 | $1.11M | Buy |
8,250
+3,746
| +83% | +$505K | 0.66% | 32 |
|
|
2021
Q1 | $610K | Sell |
4,504
-1,186
| -21% | -$161K | 0.41% | 54 |
|
|
2020
Q4 | $792K | Buy |
+5,690
| New | +$792K | 0.54% | 37 |
|
|
2020
Q1 | $231K | Hold |
2,100
| – | – | 0.32% | 54 |
|
|
2019
Q4 | $262K | Sell |
2,100
-100
| -5% | -$12.5K | 0.27% | 44 |
|
|
2019
Q3 | $274K | Sell |
2,200
-300
| -12% | -$37.4K | 0.31% | 32 |
|
|
2019
Q2 | $274K | Buy |
+2,500
| New | +$274K | 0.32% | 34 |
|
|
2019
Q1 | – | Sell |
-2,305
| Closed | -$212K | – | 99 |
|
|
2018
Q4 | $212K | Buy |
+2,305
| New | +$212K | 0.28% | 59 |
|
|
2018
Q2 | – | Sell |
-7,500
| Closed | -$595K | – | 82 |
|
|
2018
Q1 | $595K | Buy |
+7,500
| New | +$595K | 0.24% | 48 |
|
|
2017
Q2 | – | Sell |
-4,100
| Closed | -$252K | – | 59 |
|
|
2017
Q1 | $252K | Buy |
+4,100
| New | +$252K | 0.12% | 51 |
|