Valmark Advisers’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.61M | Sell |
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|
2024
Q1 | $9.67M | Buy |
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|
2023
Q4 | $8.39M | Sell |
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|
2023
Q3 | $9.15M | Buy |
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|
2023
Q2 | $8.52M | Sell |
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|
2023
Q1 | $8.47M | Buy |
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|
2022
Q4 | $8.32M | Buy |
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|
2022
Q3 | $6.5M | Buy |
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|
2022
Q2 | $7.34M | Sell |
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|
2022
Q1 | $8.21M | Buy |
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|
2021
Q4 | $8.65M | Buy |
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|
2021
Q3 | $7.12M | Sell |
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|
2021
Q2 | $8.57M | Buy |
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|
2021
Q1 | $7.37M | Buy |
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|
2020
Q4 | $7.08M | Buy |
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|
2020
Q3 | $5.63M | Sell |
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|
2020
Q2 | $4.86M | Buy |
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|
2020
Q1 | $4.29M | Buy |
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|
2019
Q4 | $4.85M | Sell |
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|
2019
Q3 | $4.83M | Buy |
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|
2019
Q2 | $4.21M | Sell |
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|
2019
Q1 | $4.18M | Buy |
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|
2018
Q4 | $3.34M | Buy |
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|
2018
Q3 | $936K | Sell |
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|
2018
Q2 | $915K | Sell |
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|
2018
Q1 | $944K | Sell |
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|
2017
Q4 | $1.15M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $284K | Sell |
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|
2014
Q2 | $286K | Hold |
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|
2014
Q1 | $293K | Sell |
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|
2013
Q4 | $312K | Buy |
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|
2013
Q3 | $285K | Buy |
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|
2013
Q2 | $286K | Buy |
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