VCM
Vision Capital Management’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $468K | Buy |
2,938
+119
| +4% | +$19K | 0.06% | 98 |
|
2025
Q1 | $480K | Buy |
2,819
+1,331
| +89% | +$227K | 0.07% | 93 |
|
2024
Q4 | $249K | Buy |
1,488
+14
| +0.9% | +$2.35K | 0.04% | 121 |
|
2024
Q3 | $255K | Buy |
1,474
+205
| +16% | +$35.5K | 0.04% | 120 |
|
2024
Q2 | $209K | Hold |
1,269
| – | – | 0.03% | 121 |
|
2024
Q1 | $206K | Buy |
+1,269
| New | +$206K | 0.03% | 119 |
|
2021
Q1 | – | Sell |
-1,532
| Closed | -$213K | – | 106 |
|
2020
Q4 | $213K | Sell |
1,532
-50
| -3% | -$6.95K | 0.04% | 104 |
|
2020
Q3 | $220K | Buy |
+1,582
| New | +$220K | 0.05% | 96 |
|
2020
Q2 | – | Sell |
-2,015
| Closed | -$222K | – | 100 |
|
2020
Q1 | $222K | Sell |
2,015
-26
| -1% | -$2.87K | 0.06% | 88 |
|
2019
Q4 | $255K | Buy |
+2,041
| New | +$255K | 0.06% | 86 |
|