Symphony Financial’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 | $2.13M | Buy |
+13,514
| New | +$2.13M | 0.28% | 75 |
|
|
2025
Q1 | – | Sell |
-12,837
| Closed | -$2.08M | – | 178 |
|
|
2024
Q4 | $2.08M | Sell |
12,837
-1,886
| -13% | -$305K | 0.33% | 66 |
|
|
2024
Q3 | $2.55M | Buy |
14,723
+3,852
| +35% | +$668K | 0.42% | 58 |
|
|
2024
Q2 | $1.81M | Sell |
10,871
-344
| -3% | -$57.2K | 0.33% | 67 |
|
|
2024
Q1 | $1.82M | Buy |
11,215
+537
| +5% | +$87.1K | 0.42% | 62 |
|
|
2023
Q4 | $1.6M | Buy |
10,678
+1,528
| +17% | +$229K | 0.34% | 69 |
|
|
2023
Q3 | $1.33M | Sell |
9,150
-5,318
| -37% | -$772K | 0.33% | 57 |
|
|
2023
Q2 | $2.16M | Buy |
14,468
+195
| +1% | +$29.1K | 0.53% | 45 |
|
|
2023
Q1 | $2.1M | Sell |
14,273
-2,038
| -12% | -$301K | 0.55% | 42 |
|
|
2022
Q4 | $2.48M | Sell |
16,311
-3,519
| -18% | -$535K | 0.66% | 38 |
|
|
2022
Q3 | $2.55M | Buy |
19,830
+667
| +3% | +$85.7K | 0.83% | 28 |
|
|
2022
Q2 | $2.73M | Sell |
19,163
-5,219
| -21% | -$742K | 0.81% | 29 |
|
|
2022
Q1 | $3.87M | Buy |
24,382
+5,317
| +28% | +$843K | 0.91% | 26 |
|
|
2021
Q4 | $3.11M | Buy |
19,065
+3,129
| +20% | +$510K | 0.86% | 26 |
|
|
2021
Q3 | $2.26M | Sell |
15,936
-1,631
| -9% | -$232K | 0.79% | 28 |
|
|
2021
Q2 | $2.37M | Sell |
17,567
-1,342
| -7% | -$181K | 0.81% | 30 |
|
|
2021
Q1 | $2.57M | Sell |
18,909
-13,004
| -41% | -$1.77M | 0.68% | 30 |
|
|
2020
Q4 | $4.4M | Buy |
31,913
+1,882
| +6% | +$259K | 1.58% | 17 |
|
|
2020
Q3 | $4.17M | Buy |
30,031
+8,423
| +39% | +$1.17M | 1.7% | 14 |
|
|
2020
Q2 | $2.58M | Buy |
21,608
+2,121
| +11% | +$254K | 1.25% | 19 |
|
|
2020
Q1 | $2.24M | Buy |
+19,487
| New | +$2.24M | 1.54% | 15 |
|