United Capital 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 | $38.6M | Buy |
242,533
+10,583
| +5% | +$1.69M | 0.31% | 70 |
|
|
2025
Q1 | $39.5M | Sell |
231,950
-48,147
| -17% | -$8.21M | 0.34% | 64 |
|
|
2024
Q4 | $47M | Sell |
280,097
-35,422
| -11% | -$5.94M | 0.4% | 57 |
|
|
2024
Q3 | $54.6M | Sell |
315,519
-5,789
| -2% | -$1M | 0.45% | 51 |
|
|
2024
Q2 | $53M | Sell |
321,308
-19,954
| -6% | -$3.29M | 0.46% | 47 |
|
|
2024
Q1 | $55.4M | Sell |
341,262
-10,080
| -3% | -$1.64M | 0.46% | 48 |
|
|
2023
Q4 | $51.5M | Sell |
351,342
-158,788
| -31% | -$23.3M | 0.43% | 48 |
|
|
2023
Q3 | $74.4M | Buy |
510,130
+281,106
| +123% | +$41M | 0.49% | 42 |
|
|
2023
Q2 | $34.8M | Sell |
229,024
-15,847
| -6% | -$2.4M | 0.19% | 106 |
|
|
2023
Q1 | $36.4M | Sell |
244,871
-66,503
| -21% | -$9.89M | 0.2% | 96 |
|
|
2022
Q4 | $47.2M | Sell |
311,374
-25,691
| -8% | -$3.89M | 0.26% | 79 |
|
|
2022
Q3 | $42.6M | Sell |
337,065
-18,614
| -5% | -$2.35M | 0.25% | 82 |
|
|
2022
Q2 | $51.1M | Buy |
355,679
+13,223
| +4% | +$1.9M | 0.28% | 75 |
|
|
2022
Q1 | $52.3M | Sell |
342,456
-330,185
| -49% | -$50.5M | 0.25% | 79 |
|
|
2021
Q4 | $110M | Sell |
672,641
-1,915
| -0.3% | -$313K | 0.51% | 34 |
|
|
2021
Q3 | $94.3M | Buy |
674,556
+138
| +0% | +$19.3K | 0.47% | 37 |
|
|
2021
Q2 | $91M | Buy |
674,418
+6,930
| +1% | +$935K | 0.46% | 41 |
|
|
2021
Q1 | $90.4M | Buy |
667,488
+18,422
| +3% | +$2.49M | 0.5% | 40 |
|
|
2020
Q4 | $90.3M | Sell |
649,066
-6,550
| -1% | -$911K | 0.54% | 32 |
|
|
2020
Q3 | $91.1M | Buy |
655,616
+5,842
| +0.9% | +$812K | 0.59% | 28 |
|
|
2020
Q2 | $77.7M | Buy |
649,774
+40,001
| +7% | +$4.78M | 0.57% | 30 |
|
|
2020
Q1 | $65.5M | Sell |
609,773
-53,221
| -8% | -$5.71M | 0.54% | 28 |
|
|
2019
Q4 | $82.8M | Buy |
662,994
+49,516
| +8% | +$6.18M | 0.53% | 32 |
|
|
2019
Q3 | $76.3M | Sell |
613,478
-41,193
| -6% | -$5.12M | 0.53% | 29 |
|
|
2019
Q2 | $71.8M | Buy |
654,671
+40,875
| +7% | +$4.48M | 0.47% | 39 |
|
|
2019
Q1 | $63.9M | Buy |
613,796
+4,391
| +0.7% | +$457K | 0.45% | 39 |
|
|
2018
Q4 | $55.6M | Buy |
609,405
+33,036
| +6% | +$3.01M | 0.44% | 43 |
|
|
2018
Q3 | $48M | Buy |
576,369
+45,941
| +9% | +$3.82M | 0.34% | 63 |
|
|
2018
Q2 | $41.4M | Sell |
530,428
-151,893
| -22% | -$11.9M | 0.31% | 67 |
|
|
2018
Q1 | $54.1M | Buy |
682,321
+55,001
| +9% | +$4.36M | 0.41% | 47 |
|
|
2017
Q4 | $57.8M | Sell |
627,320
-71,627
| -10% | -$6.59M | 0.46% | 41 |
|
|
2017
Q3 | $63.6M | Sell |
698,947
-10,696
| -2% | -$973K | 0.54% | 30 |
|
|
2017
Q2 | $61.8M | Buy |
709,643
+21,959
| +3% | +$1.91M | 0.55% | 26 |
|
|
2017
Q1 | $61.8M | Buy |
687,684
+8,152
| +1% | +$732K | 0.58% | 27 |
|
|
2016
Q4 | $57.1M | Buy |
679,532
+25,816
| +4% | +$2.17M | 0.55% | 28 |
|
|
2016
Q3 | $58.7M | Buy |
653,716
+2,425
| +0.4% | +$218K | 0.57% | 25 |
|
|
2016
Q2 | $55.4M | Sell |
651,291
-450
| -0.1% | -$38.3K | 0.56% | 27 |
|
|
2016
Q1 | $53.6M | Buy |
651,741
+5,007
| +0.8% | +$412K | 0.59% | 25 |
|
|
2015
Q4 | $51.4M | Sell |
646,734
-10,350
| -2% | -$822K | 0.59% | 28 |
|
|
2015
Q3 | $47.3M | Buy |
657,084
+63,354
| +11% | +$4.56M | 0.57% | 26 |
|
|
2015
Q2 | $46.5M | Buy |
593,730
+1,404
| +0.2% | +$110K | 0.54% | 32 |
|
|
2015
Q1 | $47.1M | Buy |
592,326
+55,236
| +10% | +$4.39M | 0.58% | 30 |
|
|
2014
Q4 | $48.9M | Buy |
537,090
+68,654
| +15% | +$6.25M | 0.73% | 26 |
|
|
2014
Q3 | $39.2M | Sell |
468,436
-1,436
| -0.3% | -$120K | 0.68% | 26 |
|
|
2014
Q2 | $36.9M | Buy |
469,872
+785
| +0.2% | +$61.7K | 0.69% | 30 |
|
|
2014
Q1 | $37.8M | Buy |
469,087
+19,583
| +4% | +$1.58M | 0.81% | 23 |
|
|
2013
Q4 | $36.6M | Buy |
449,504
+409,468
| +1,023% | +$33.3M | 1.25% | 13 |
|
|
2013
Q3 | $3.03M | Sell |
40,036
-479,780
| -92% | -$36.3M | 0.1% | 199 |
|
|
2013
Q2 | $40M | Buy |
+519,816
| New | +$40M | 1.06% | 22 |
|