Trail Ridge Investment Advisors’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 | $666K | Sell |
4,429
-39
| -0.9% | -$5.87K | 0.32% | 57 |
|
|
2025
Q1 | $761K | Sell |
4,468
-2,541
| -36% | -$433K | 0.39% | 53 |
|
|
2024
Q4 | $1.18M | Sell |
7,009
-12
| -0.2% | -$2.01K | 0.56% | 45 |
|
|
2024
Q3 | $1.19M | Hold |
7,021
| – | – | 0.57% | 46 |
|
|
2024
Q2 | $1.16M | Buy |
7,021
+182
| +3% | +$30K | 0.6% | 44 |
|
|
2024
Q1 | $1.11M | Sell |
6,839
-930
| -12% | -$151K | 0.63% | 43 |
|
|
2023
Q4 | $1.14M | Sell |
7,769
-120
| -2% | -$17.6K | 0.7% | 43 |
|
|
2023
Q3 | $1.15M | Sell |
7,889
-996
| -11% | -$145K | 0.78% | 40 |
|
|
2023
Q2 | $1.35M | Sell |
8,885
-394
| -4% | -$59.8K | 0.83% | 41 |
|
|
2023
Q1 | $1.38M | Buy |
9,279
+557
| +6% | +$82.8K | 0.9% | 35 |
|
|
2022
Q4 | $1.32M | Buy |
8,722
+68
| +0.8% | +$10.3K | 0.91% | 35 |
|
|
2022
Q3 | $1.22M | Buy |
8,654
+444
| +5% | +$62.6K | 0.81% | 41 |
|
|
2022
Q2 | $1.18M | Buy |
8,210
+165
| +2% | +$23.7K | 0.8% | 40 |
|
|
2022
Q1 | $1.23M | Buy |
8,045
+586
| +8% | +$89.5K | 0.75% | 44 |
|
|
2021
Q4 | $1.22M | Buy |
+7,459
| New | +$1.22M | 0.73% | 45 |
|