Univest Financial’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 | $4.07M | Sell |
25,517
-664
| -3% | -$106K | 0.24% | 76 |
|
|
2025
Q1 | $4.46M | Buy |
26,181
+2,116
| +9% | +$361K | 0.29% | 65 |
|
|
2024
Q4 | $4.03M | Sell |
24,065
-369
| -2% | -$61.9K | 0.25% | 72 |
|
|
2024
Q3 | $4.23M | Buy |
24,434
+21,875
| +855% | +$3.79M | 0.28% | 70 |
|
|
2024
Q2 | $422K | Buy |
2,559
+194
| +8% | +$32K | 0.12% | 79 |
|
|
2024
Q1 | $384K | Buy |
2,365
+3
| +0.1% | +$487 | 0.11% | 76 |
|
|
2023
Q4 | $346K | Sell |
2,362
-1,247
| -35% | -$183K | 0.1% | 84 |
|
|
2023
Q3 | $526K | Sell |
3,609
-1,069
| -23% | -$156K | 0.18% | 57 |
|
|
2023
Q2 | $710K | Sell |
4,678
-2,585
| -36% | -$392K | 0.21% | 54 |
|
|
2023
Q1 | $1.12M | Buy |
7,263
+2,974
| +69% | +$457K | 0.35% | 46 |
|
|
2022
Q4 | $650K | Sell |
4,289
-321
| -7% | -$48.7K | 0.2% | 63 |
|
|
2022
Q3 | $582K | Sell |
4,610
-116
| -2% | -$14.6K | 0.19% | 67 |
|
|
2022
Q2 | $679K | Sell |
4,726
-197
| -4% | -$28.3K | 0.22% | 56 |
|
|
2022
Q1 | $752K | Sell |
4,923
-487
| -9% | -$74.4K | 0.21% | 55 |
|
|
2021
Q4 | $885K | Sell |
5,410
-1,064
| -16% | -$174K | 0.23% | 52 |
|
|
2021
Q3 | $905K | Sell |
6,474
-413
| -6% | -$57.7K | 0.25% | 50 |
|
|
2021
Q2 | $929K | Buy |
6,887
+1,504
| +28% | +$203K | 0.26% | 49 |
|
|
2021
Q1 | $729K | Buy |
5,383
+496
| +10% | +$67.2K | 0.21% | 54 |
|
|
2020
Q4 | $680K | Sell |
4,887
-568
| -10% | -$79K | 0.2% | 57 |
|
|
2020
Q3 | $758K | Sell |
5,455
-455
| -8% | -$63.2K | 0.24% | 55 |
|
|
2020
Q2 | $707K | Sell |
5,910
-277
| -4% | -$33.1K | 0.23% | 54 |
|
|
2020
Q1 | $681K | Sell |
6,187
-2,957
| -32% | -$325K | 0.27% | 56 |
|
|
2019
Q4 | $769K | Buy |
9,144
+5,439
| +147% | +$457K | 0.33% | 65 |
|
|
2019
Q3 | $461K | Sell |
3,705
-2,396
| -39% | -$298K | 0.15% | 73 |
|
|
2019
Q2 | $669K | Sell |
6,101
-449
| -7% | -$49.2K | 0.21% | 67 |
|
|
2019
Q1 | $682K | Sell |
6,550
-1,319
| -17% | -$137K | 0.22% | 65 |
|
|
2018
Q4 | $723K | Buy |
7,869
+243
| +3% | +$22.3K | 0.27% | 68 |
|
|
2018
Q3 | $635K | Sell |
7,626
-408
| -5% | -$34K | 0.19% | 68 |
|
|
2018
Q2 | $627K | Buy |
8,034
+864
| +12% | +$67.4K | 0.25% | 64 |
|
|
2018
Q1 | $568K | Sell |
7,170
-565
| -7% | -$44.8K | 0.25% | 60 |
|
|
2017
Q4 | $711K | Sell |
7,735
-156
| -2% | -$14.3K | 0.29% | 57 |
|
|
2017
Q3 | $718K | Buy |
7,891
+85
| +1% | +$7.73K | 0.3% | 57 |
|
|
2017
Q2 | $680K | Sell |
7,806
-1,589
| -17% | -$138K | 0.29% | 60 |
|
|
2017
Q1 | $844K | Buy |
9,395
+251
| +3% | +$22.5K | 0.37% | 58 |
|
|
2016
Q4 | $769K | Sell |
9,144
-238
| -3% | -$20K | 0.33% | 65 |
|
|
2016
Q3 | $842K | Buy |
9,382
+515
| +6% | +$46.2K | 0.38% | 58 |
|
|
2016
Q2 | $751K | Sell |
8,867
-539
| -6% | -$45.7K | 0.34% | 60 |
|
|
2016
Q1 | $774K | Sell |
9,406
-182
| -2% | -$15K | 0.35% | 60 |
|
|
2015
Q4 | $761K | Buy |
9,588
+385
| +4% | +$30.6K | 0.35% | 62 |
|
|
2015
Q3 | $662K | Sell |
9,203
-281
| -3% | -$20.2K | 0.32% | 59 |
|
|
2015
Q2 | $742K | Sell |
9,484
-2,933
| -24% | -$229K | 0.34% | 58 |
|
|
2015
Q1 | $1.02M | Sell |
12,417
-34,463
| -74% | -$2.82M | 0.46% | 59 |
|
|
2014
Q4 | $4.27M | Buy |
46,880
+5,714
| +14% | +$520K | 1.87% | 9 |
|
|
2014
Q3 | $3.45M | Buy |
41,166
+219
| +0.5% | +$18.3K | 1.62% | 20 |
|
|
2014
Q2 | $3.22M | Buy |
40,947
+810
| +2% | +$63.7K | 1.51% | 32 |
|
|
2014
Q1 | $3.24M | Sell |
40,137
-6,924
| -15% | -$558K | 1.61% | 22 |
|
|
2013
Q4 | $3.83M | Buy |
47,061
+605
| +1% | +$49.3K | 1.89% | 10 |
|
|
2013
Q3 | $3.51M | Buy |
46,456
+686
| +1% | +$51.9K | 1.87% | 12 |
|
|
2013
Q2 | $3.52M | Buy |
+45,770
| New | +$3.52M | 1.93% | 10 |
|