Vantage Financial Partners (Wisconsin)’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 | $719K | Sell |
4,516
-192
| -4% | -$30.6K | 0.17% | 89 |
|
2025
Q1 | $802K | Sell |
4,708
-35
| -0.7% | -$5.97K | 0.2% | 72 |
|
2024
Q4 | $795K | Sell |
4,743
-15
| -0.3% | -$2.52K | 0.2% | 69 |
|
2024
Q3 | $824K | Buy |
4,758
+407
| +9% | +$70.5K | 0.2% | 71 |
|
2024
Q2 | $718K | Buy |
4,351
+734
| +20% | +$121K | 0.19% | 59 |
|
2024
Q1 | $587K | Buy |
3,617
+692
| +24% | +$112K | 0.16% | 73 |
|
2023
Q4 | $429K | Buy |
2,925
+11
| +0.4% | +$1.61K | 0.13% | 79 |
|
2023
Q3 | $425K | Buy |
2,914
+11
| +0.4% | +$1.6K | 0.17% | 44 |
|
2023
Q2 | $441K | Buy |
2,903
+47
| +2% | +$7.13K | 0.16% | 46 |
|
2023
Q1 | $425K | Buy |
2,856
+11
| +0.4% | +$1.64K | 0.17% | 50 |
|
2022
Q4 | $431K | Buy |
2,845
+159
| +6% | +$24.1K | 0.26% | 35 |
|
2022
Q3 | $339K | Buy |
2,686
+10
| +0.4% | +$1.26K | 0.23% | 34 |
|
2022
Q2 | $385K | Buy |
2,676
+8
| +0.3% | +$1.15K | 0.23% | 32 |
|
2022
Q1 | $408K | Buy |
2,668
+394
| +17% | +$60.3K | 0.21% | 36 |
|
2021
Q4 | $372K | Buy |
+2,274
| New | +$372K | 0.15% | 36 |
|