Valeo 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 | $14.6M | Buy |
91,751
+2,486
| +3% | +$396K | 0.36% | 35 |
|
|
2025
Q1 | $15.2M | Sell |
89,265
-215
| -0.2% | -$36.6K | 0.42% | 32 |
|
|
2024
Q4 | $15M | Buy |
89,480
+2,112
| +2% | +$354K | 0.42% | 32 |
|
|
2024
Q3 | $15.1M | Buy |
87,368
+1,301
| +2% | +$225K | 0.43% | 31 |
|
|
2024
Q2 | $14.2M | Sell |
86,067
-1,088,350
| -93% | -$179M | 0.44% | 29 |
|
|
2024
Q1 | $15.7M | Buy |
1,174,417
+1,082,795
| +1,182% | +$14.5M | 0.56% | 26 |
|
|
2023
Q4 | $13.4M | Buy |
91,622
+5,444
| +6% | +$798K | 0.54% | 26 |
|
|
2023
Q3 | $12.6M | Sell |
86,178
-882
| -1% | -$129K | 0.57% | 25 |
|
|
2023
Q2 | $13.2M | Buy |
87,060
+4,899
| +6% | +$743K | 0.6% | 24 |
|
|
2023
Q1 | $12.2M | Sell |
82,161
-347
| -0.4% | -$51.6K | 0.59% | 23 |
|
|
2022
Q4 | $12.5M | Buy |
82,508
+1,793
| +2% | +$272K | 0.69% | 22 |
|
|
2022
Q3 | $10.2M | Buy |
80,715
+3,421
| +4% | +$432K | 0.65% | 22 |
|
|
2022
Q2 | $11.1M | Sell |
77,294
-2,781
| -3% | -$400K | 0.7% | 23 |
|
|
2022
Q1 | $12.2M | Buy |
80,075
+3,009
| +4% | +$460K | 0.62% | 24 |
|
|
2021
Q4 | $12.6M | Buy |
77,066
+459
| +0.6% | +$75.1K | 0.68% | 22 |
|
|
2021
Q3 | $10.7M | Buy |
76,607
+6,316
| +9% | +$883K | 0.61% | 25 |
|
|
2021
Q2 | $9.48M | Buy |
70,291
+1,830
| +3% | +$247K | 0.58% | 29 |
|
|
2021
Q1 | $9.27M | Buy |
68,461
+241
| +0.4% | +$32.6K | 0.43% | 33 |
|
|
2020
Q4 | $9.49M | Buy |
68,220
+9,839
| +17% | +$1.37M | 0.49% | 28 |
|
|
2020
Q3 | $8.11M | Sell |
58,381
-1,532
| -3% | -$213K | 0.71% | 16 |
|
|
2020
Q2 | $7.16M | Buy |
59,913
+1,129
| +2% | +$135K | 0.65% | 22 |
|
|
2020
Q1 | $6.74M | Buy |
58,784
+1,015
| +2% | +$116K | 0.72% | 20 |
|
|
2019
Q4 | $7.22M | Sell |
57,769
-263
| -0.5% | -$32.8K | 0.7% | 22 |
|
|
2019
Q3 | $7.22M | Buy |
58,032
+2,348
| +4% | +$292K | 0.8% | 19 |
|
|
2019
Q2 | $6.11M | Sell |
55,684
-426
| -0.8% | -$46.7K | 0.7% | 24 |
|
|
2019
Q1 | $5.84M | Sell |
56,110
-8,389
| -13% | -$873K | 0.71% | 26 |
|
|
2018
Q4 | $5.93M | Sell |
64,499
-7,007
| -10% | -$644K | 0.83% | 21 |
|
|
2018
Q3 | $6.34M | Sell |
71,506
-513
| -0.7% | -$45.5K | 0.86% | 19 |
|
|
2018
Q2 | $5.87M | Buy |
72,019
+4,870
| +7% | +$397K | 0.82% | 19 |
|
|
2018
Q1 | $5.32M | Sell |
67,149
-12,818
| -16% | -$1.02M | 0.85% | 20 |
|
|
2017
Q4 | $7.35M | Buy |
79,967
+35,365
| +79% | +$3.25M | 1.21% | 13 |
|
|
2017
Q3 | $4.06M | Buy |
+44,602
| New | +$4.06M | 0.92% | 16 |
|