Transamerica Financial 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 | $907K | Sell |
5,693
-16
| -0.3% | -$2.55K | 0.09% | 165 |
|
|
2025
Q1 | $973K | Sell |
5,709
-394
| -6% | -$67.2K | 0.1% | 158 |
|
|
2024
Q4 | $1.02M | Buy |
6,103
+1
| +0% | +$168 | 0.1% | 145 |
|
|
2024
Q3 | $1.06M | Sell |
6,102
-23,723
| -80% | -$4.11M | 0.1% | 146 |
|
|
2024
Q2 | $4.92M | Hold |
29,825
| – | – | 0.53% | 50 |
|
|
2024
Q1 | $4.84M | Buy |
29,825
+18,667
| +167% | +$3.03M | 0.49% | 52 |
|
|
2023
Q4 | $1.64M | Sell |
11,158
-2,380
| -18% | -$349K | 0.23% | 75 |
|
|
2023
Q3 | $1.98M | Sell |
13,538
-2,501
| -16% | -$365K | 0.27% | 59 |
|
|
2023
Q2 | $2.43M | Sell |
16,039
-5,373
| -25% | -$815K | 0.32% | 54 |
|
|
2023
Q1 | $3.18M | Buy |
21,412
+1,317
| +7% | +$196K | 0.42% | 44 |
|
|
2022
Q4 | $3.05M | Buy |
20,095
+2,209
| +12% | +$335K | 0.43% | 42 |
|
|
2022
Q3 | $2.26M | Buy |
17,886
+2,763
| +18% | +$349K | 0.33% | 50 |
|
|
2022
Q2 | $2.18M | Buy |
15,123
+15,118
| +302,360% | +$2.17M | 0.31% | 49 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $1K | Sell |
5
-1
| -17% | -$200 | 0.03% | 104 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | 0.03% | 103 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $1K | Buy |
6
+1
| +20% | +$167 | 0.02% | 172 |
|
|
2020
Q4 | $1K | Sell |
5
-3
| -38% | -$600 | 0.02% | 164 |
|
|
2020
Q3 | $2K | Sell |
8
-1,804
| -100% | -$451K | 0.04% | 117 |
|
|
2020
Q2 | $217K | Buy |
+1,812
| New | +$217K | 0.05% | 157 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 137 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | 0.01% | 113 |
|
|
2019
Q3 | – | Sell |
-17,584
| Closed | -$1.93M | – | 408 |
|
|
2019
Q2 | $1.93M | Buy |
+17,584
| New | +$1.93M | 0.42% | 59 |
|
|
2019
Q1 | – | Sell |
-5,396
| Closed | -$496K | – | 363 |
|
|
2018
Q4 | $496K | Buy |
5,396
+417
| +8% | +$38.3K | 0.13% | 106 |
|
|
2018
Q3 | $415K | Sell |
4,979
-222
| -4% | -$18.5K | 0.09% | 136 |
|
|
2018
Q2 | $406K | Sell |
5,201
-62,690
| -92% | -$4.89M | 0.09% | 131 |
|
|
2018
Q1 | $5.38M | Sell |
67,891
-3,575
| -5% | -$283K | 0.79% | 44 |
|
|
2017
Q4 | $6.57M | Sell |
71,466
-1,459
| -2% | -$134K | 0.87% | 37 |
|
|
2017
Q3 | $6.64M | Sell |
72,925
-2,197
| -3% | -$200K | 0.82% | 40 |
|
|
2017
Q2 | $6.55M | Buy |
75,122
+5,024
| +7% | +$438K | 0.89% | 36 |
|
|
2017
Q1 | $6.3M | Sell |
70,098
-453
| -0.6% | -$40.7K | 0.75% | 40 |
|
|
2016
Q4 | $5.93M | Buy |
70,551
+102
| +0.1% | +$8.58K | 0.71% | 40 |
|
|
2016
Q3 | $6.32M | Buy |
70,449
+6,428
| +10% | +$577K | 0.69% | 39 |
|
|
2016
Q2 | $5.42M | Sell |
64,021
-1,964
| -3% | -$166K | 0.55% | 51 |
|
|
2016
Q1 | $5.43M | Buy |
65,985
+7,491
| +13% | +$617K | 0.46% | 48 |
|
|
2015
Q4 | $4.65M | Buy |
58,494
+4,072
| +7% | +$323K | 0.34% | 59 |
|
|
2015
Q3 | $3.92M | Buy |
54,422
+1,334
| +3% | +$96K | 0.31% | 61 |
|
|
2015
Q2 | $4.15M | Buy |
53,088
+3,994
| +8% | +$313K | 0.3% | 65 |
|
|
2015
Q1 | $4.02M | Buy |
49,094
+33,256
| +210% | +$2.73M | 0.28% | 52 |
|
|
2014
Q4 | $1.44M | Buy |
15,838
+1,676
| +12% | +$153K | 0.11% | 106 |
|
|
2014
Q3 | $1.19M | Buy |
14,162
+4,947
| +54% | +$414K | 0.11% | 105 |
|
|
2014
Q2 | $725K | Buy |
9,215
+3,377
| +58% | +$266K | 0.06% | 146 |
|
|
2014
Q1 | $471K | Buy |
5,838
+5,520
| +1,736% | +$445K | 0.05% | 165 |
|
|
2013
Q4 | $26K | Hold |
318
| – | – | ﹤0.01% | 391 |
|
|
2013
Q3 | $25K | Sell |
318
-10
| -3% | -$786 | ﹤0.01% | 373 |
|
|
2013
Q2 | $26K | Buy |
+328
| New | +$26K | ﹤0.01% | 349 |
|