Syverson Strege & Co’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 | $665K | Buy |
4,175
+2,446
| +141% | +$390K | 0.16% | 60 |
|
|
2025
Q1 | $295K | Buy |
1,729
+41
| +2% | +$6.99K | 0.09% | 62 |
|
|
2024
Q4 | $283K | Buy |
1,688
+276
| +20% | +$46.3K | 0.09% | 61 |
|
|
2024
Q3 | $245K | Sell |
1,412
-229
| -14% | -$39.7K | 0.08% | 59 |
|
|
2024
Q2 | $271K | Sell |
1,641
-2
| -0.1% | -$330 | 0.09% | 63 |
|
|
2024
Q1 | $267K | Buy |
1,643
+231
| +16% | +$37.5K | 0.1% | 58 |
|
|
2023
Q4 | $207K | Sell |
1,412
-41
| -3% | -$6.01K | 0.08% | 66 |
|
|
2023
Q3 | $212K | Sell |
1,453
-22
| -1% | -$3.21K | 0.09% | 55 |
|
|
2023
Q2 | $224K | Buy |
1,475
+20
| +1% | +$3.04K | 0.1% | 55 |
|
|
2023
Q1 | $216K | Hold |
1,455
| – | – | 0.09% | 57 |
|
|
2022
Q4 | $221K | Hold |
1,455
| – | – | 0.1% | 61 |
|
|
2022
Q3 | $184K | Sell |
1,455
-50
| -3% | -$6.32K | 0.09% | 68 |
|
|
2022
Q2 | $216K | Buy |
1,505
+50
| +3% | +$7.18K | 0.08% | 66 |
|
|
2022
Q1 | $222K | Hold |
1,455
| – | – | 0.24% | 56 |
|
|
2021
Q4 | $238K | Buy |
1,455
+52
| +4% | +$8.51K | 0.18% | 59 |
|
|
2021
Q3 | $196K | Buy |
1,403
+41
| +3% | +$5.73K | 0.16% | 60 |
|
|
2021
Q2 | $184K | Buy |
1,362
+244
| +22% | +$33K | 0.16% | 57 |
|
|
2021
Q1 | $151K | Hold |
1,118
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $156K | Buy |
+1,118
| New | +$156K | 0.15% | 62 |
|