Vista Investment Management’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
$536K Buy
3,366
+212
+7% +$33.8K 0.2% 115
2025
Q1
$538K Sell
3,154
-5
-0.2% -$852 0.21% 114
2024
Q4
$530K Sell
3,159
-100
-3% -$16.8K 0.2% 117
2024
Q3
$564K Sell
3,259
-60
-2% -$10.4K 0.21% 111
2024
Q2
$547K Sell
3,319
-29
-0.9% -$4.78K 0.22% 111
2024
Q1
$543K Sell
3,348
-7
-0.2% -$1.14K 0.22% 114
2023
Q4
$492K Sell
3,355
-15
-0.4% -$2.2K 0.23% 110
2023
Q3
$492K Sell
3,370
-61
-2% -$8.9K 0.26% 110
2023
Q2
$521K Sell
3,431
-88
-3% -$13.4K 0.26% 108
2023
Q1
$523K Buy
3,519
+106
+3% +$15.8K 0.28% 109
2022
Q4
$517K Buy
3,413
+11
+0.3% +$1.67K 0.3% 103
2022
Q3
$430K Buy
3,402
+121
+4% +$15.3K 0.26% 109
2022
Q2
$472K Buy
3,281
+130
+4% +$18.7K 0.29% 103
2022
Q1
$481K Sell
3,151
-34
-1% -$5.19K 0.26% 105
2021
Q4
$521K Sell
3,185
-17
-0.5% -$2.78K 0.28% 92
2021
Q3
$448K Hold
3,202
0.26% 102
2021
Q2
$432K Buy
3,202
+14
+0.4% +$1.89K 0.25% 103
2021
Q1
$432K Buy
3,188
+49
+2% +$6.64K 0.27% 102
2020
Q4
$437K Buy
3,139
+11
+0.4% +$1.53K 0.29% 94
2020
Q3
$435K Buy
3,128
+127
+4% +$17.7K 0.33% 88
2020
Q2
$359K Sell
3,001
-162
-5% -$19.4K 0.31% 96
2020
Q1
$348K Buy
3,163
+39
+1% +$4.29K 0.36% 85
2019
Q4
$390K Sell
3,124
-4
-0.1% -$499 0.29% 103
2019
Q3
$389K Sell
3,128
-120
-4% -$14.9K 0.32% 95
2019
Q2
$356K Sell
3,248
-62
-2% -$6.8K 0.3% 97
2019
Q1
$344K Sell
3,310
-1,059
-24% -$110K 0.3% 103
2018
Q4
$402K Sell
4,369
-1,754
-29% -$161K 0.41% 87
2018
Q3
$510K Buy
6,123
+323
+6% +$26.9K 0.45% 81
2018
Q2
$453K Buy
5,800
+343
+6% +$26.8K 0.44% 83
2018
Q1
$433K Sell
5,457
-150
-3% -$11.9K 0.45% 85
2017
Q4
$515K Buy
+5,607
New +$515K 0.54% 76