Ulland 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 | $188K | Sell |
1,180
-625
| -35% | -$99.6K | 0.14% | 65 |
|
|
2025
Q1 | $308K | Hold |
1,805
| – | – | 0.26% | 45 |
|
|
2024
Q4 | $303K | Hold |
1,805
| – | – | 0.19% | 45 |
|
|
2024
Q3 | $313K | Hold |
1,805
| – | – | 0.23% | 44 |
|
|
2024
Q2 | $298K | Hold |
1,805
| – | – | 0.21% | 49 |
|
|
2024
Q1 | $293K | Hold |
1,805
| – | – | 0.23% | 45 |
|
|
2023
Q4 | $265K | Hold |
1,805
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $263K | Hold |
1,805
| – | – | 0.29% | 44 |
|
|
2023
Q2 | $274K | Hold |
1,805
| – | – | 0.28% | 47 |
|
|
2023
Q1 | $268K | Hold |
1,805
| – | – | 0.31% | 47 |
|
|
2022
Q4 | $274K | Hold |
1,805
| – | – | 0.33% | 46 |
|
|
2022
Q3 | $228K | Hold |
1,805
| – | – | 0.25% | 52 |
|
|
2022
Q2 | $260K | Hold |
1,805
| – | – | 0.27% | 54 |
|
|
2022
Q1 | $276K | Buy |
1,805
+40
| +2% | +$6.12K | 0.21% | 56 |
|
|
2021
Q4 | $289K | Buy |
+1,765
| New | +$289K | 0.18% | 63 |
|