Texas Capital Bank Wealth Management Services’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 | $1.63M | Buy |
10,253
+47
| +0.5% | +$7.49K | 0.15% | 71 |
|
2025
Q1 | $1.74M | Buy |
10,206
+2,174
| +27% | +$371K | 0.18% | 64 |
|
2024
Q4 | $1.35M | Buy |
8,032
+79
| +1% | +$13.2K | 0.14% | 59 |
|
2024
Q3 | $1.38M | Buy |
7,953
+1,930
| +32% | +$334K | 0.14% | 63 |
|
2024
Q2 | $993K | Buy |
6,023
+290
| +5% | +$47.8K | 0.1% | 79 |
|
2024
Q1 | $930K | Buy |
5,733
+149
| +3% | +$24.2K | 0.1% | 83 |
|
2023
Q4 | $818K | Buy |
5,584
+10
| +0.2% | +$1.47K | 0.1% | 81 |
|
2023
Q3 | $813K | Buy |
5,574
+498
| +10% | +$72.6K | 0.1% | 92 |
|
2023
Q2 | $770K | Sell |
5,076
-106
| -2% | -$16.1K | 0.08% | 102 |
|
2023
Q1 | $771K | Buy |
5,182
+544
| +12% | +$80.9K | 0.09% | 100 |
|
2022
Q4 | $703K | Sell |
4,638
-410
| -8% | -$62.1K | 0.09% | 98 |
|
2022
Q3 | $637K | Sell |
5,048
-301
| -6% | -$38K | 0.08% | 92 |
|
2022
Q2 | $769K | Sell |
5,349
-189
| -3% | -$27.2K | 0.09% | 83 |
|
2022
Q1 | $846K | Buy |
5,538
+957
| +21% | +$146K | 0.08% | 83 |
|
2021
Q4 | $749K | Buy |
4,581
+149
| +3% | +$24.4K | 0.06% | 90 |
|
2021
Q3 | $620K | Buy |
4,432
+290
| +7% | +$40.6K | 0.06% | 92 |
|
2021
Q2 | $559K | Buy |
4,142
+96
| +2% | +$13K | 0.07% | 93 |
|
2021
Q1 | $548K | Buy |
4,046
+590
| +17% | +$79.9K | 0.08% | 86 |
|
2020
Q4 | $481K | Sell |
3,456
-568
| -14% | -$79.1K | 0.07% | 87 |
|
2020
Q3 | $559K | Sell |
4,024
-111
| -3% | -$15.4K | 0.09% | 99 |
|
2020
Q2 | $494K | Buy |
4,135
+1,098
| +36% | +$131K | 0.11% | 76 |
|
2020
Q1 | $334K | Sell |
3,037
-404
| -12% | -$44.4K | 0.1% | 81 |
|
2019
Q4 | $430K | Buy |
+3,441
| New | +$430K | 0.1% | 86 |
|