United Asset Strategies’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 | $3.42M | Sell |
21,495
-1,545
| -7% | -$246K | 0.29% | 69 |
|
|
2025
Q1 | $3.93M | Buy |
23,040
+5,341
| +30% | +$910K | 0.36% | 65 |
|
|
2024
Q4 | $2.97M | Sell |
17,699
-701
| -4% | -$118K | 0.27% | 72 |
|
|
2024
Q3 | $3.19M | Buy |
18,400
+161
| +0.9% | +$27.9K | 0.3% | 69 |
|
|
2024
Q2 | $3.01M | Sell |
18,239
-22
| -0.1% | -$3.63K | 0.3% | 73 |
|
|
2024
Q1 | $2.96M | Sell |
18,261
-2,413
| -12% | -$391K | 0.3% | 70 |
|
|
2023
Q4 | $3.03M | Buy |
20,674
+1,689
| +9% | +$248K | 0.34% | 65 |
|
|
2023
Q3 | $2.77M | Buy |
18,985
+236
| +1% | +$34.4K | 0.36% | 65 |
|
|
2023
Q2 | $2.84M | Sell |
18,749
-1,307
| -7% | -$198K | 0.35% | 63 |
|
|
2023
Q1 | $2.98M | Buy |
20,056
+2,024
| +11% | +$301K | 0.39% | 66 |
|
|
2022
Q4 | $2.73M | Buy |
18,032
+425
| +2% | +$64.4K | 0.38% | 68 |
|
|
2022
Q3 | $2.22M | Buy |
17,607
+816
| +5% | +$103K | 0.34% | 72 |
|
|
2022
Q2 | $2.41M | Sell |
16,791
-4,548
| -21% | -$654K | 0.35% | 69 |
|
|
2022
Q1 | $3.26M | Buy |
21,339
+330
| +2% | +$50.4K | 0.41% | 61 |
|
|
2021
Q4 | $3.44M | Sell |
21,009
-1,290
| -6% | -$211K | 0.41% | 62 |
|
|
2021
Q3 | $3.12M | Buy |
22,299
+155
| +0.7% | +$21.7K | 0.4% | 63 |
|
|
2021
Q2 | $2.99M | Sell |
22,144
-151
| -0.7% | -$20.4K | 0.4% | 64 |
|
|
2021
Q1 | $3.02M | Sell |
22,295
-685
| -3% | -$92.8K | 0.44% | 62 |
|
|
2020
Q4 | $3.2M | Sell |
22,980
-530
| -2% | -$73.7K | 0.5% | 61 |
|
|
2020
Q3 | $3.27M | Sell |
23,510
-618
| -3% | -$85.9K | 0.6% | 52 |
|
|
2020
Q2 | $2.89M | Sell |
24,128
-1,212
| -5% | -$145K | 0.57% | 54 |
|
|
2020
Q1 | $2.79M | Sell |
25,340
-616
| -2% | -$67.8K | 0.69% | 45 |
|
|
2019
Q4 | $3.24M | Buy |
25,956
+639
| +3% | +$79.8K | 0.63% | 51 |
|
|
2019
Q3 | $3.15M | Buy |
25,317
+5,595
| +28% | +$696K | 0.69% | 51 |
|
|
2019
Q2 | $2.16M | Sell |
19,722
-1,675
| -8% | -$184K | 0.5% | 64 |
|
|
2019
Q1 | $2.23M | Buy |
21,397
+127
| +0.6% | +$13.2K | 0.52% | 57 |
|
|
2018
Q4 | $1.96M | Sell |
21,270
-963
| -4% | -$88.5K | 0.53% | 57 |
|
|
2018
Q3 | $1.85M | Buy |
22,233
+222
| +1% | +$18.5K | 0.44% | 64 |
|
|
2018
Q2 | $1.72M | Sell |
22,011
-1,339
| -6% | -$105K | 0.45% | 63 |
|
|
2018
Q1 | $1.85M | Buy |
23,350
+1,727
| +8% | +$137K | 0.55% | 55 |
|
|
2017
Q4 | $1.99M | Buy |
21,623
+442
| +2% | +$40.6K | 0.53% | 53 |
|
|
2017
Q3 | $1.93M | Sell |
21,181
-709
| -3% | -$64.5K | 1.09% | 31 |
|
|
2017
Q2 | $1.91M | Buy |
21,890
+1,458
| +7% | +$127K | 0.57% | 53 |
|
|
2017
Q1 | $1.84M | Buy |
20,432
+341
| +2% | +$30.6K | 0.56% | 53 |
|
|
2016
Q4 | $1.69M | Sell |
20,091
-872
| -4% | -$73.3K | 0.55% | 55 |
|
|
2016
Q3 | $1.86M | Buy |
20,963
+1,525
| +8% | +$135K | 0.65% | 49 |
|
|
2016
Q2 | $1.65M | Buy |
19,438
+2,390
| +14% | +$202K | 0.62% | 48 |
|
|
2016
Q1 | $1.4M | Buy |
17,048
+877
| +5% | +$72.2K | 0.63% | 48 |
|
|
2015
Q4 | $1.28M | Buy |
16,171
+9,522
| +143% | +$756K | 0.56% | 51 |
|
|
2015
Q3 | $478K | Buy |
6,649
+117
| +2% | +$8.41K | 0.22% | 82 |
|
|
2015
Q2 | $511K | Buy |
6,532
+1,042
| +19% | +$81.5K | 0.23% | 86 |
|
|
2015
Q1 | $437K | Sell |
5,490
-260
| -5% | -$20.7K | 0.2% | 86 |
|
|
2014
Q4 | $524K | Buy |
5,750
+810
| +16% | +$73.8K | 0.22% | 83 |
|
|
2014
Q3 | $414K | Buy |
4,940
+153
| +3% | +$12.8K | 0.19% | 92 |
|
|
2014
Q2 | $376K | Buy |
4,787
+246
| +5% | +$19.3K | 0.18% | 88 |
|
|
2014
Q1 | $366K | Buy |
+4,541
| New | +$366K | 0.21% | 78 |
|