Waterloo Capital’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 | $3.12M | Buy |
19,557
+724
| +4% | +$115K | 0.25% | 98 |
|
|
2025
Q1 | $3.21M | Buy |
18,833
+3,817
| +25% | +$650K | 0.3% | 91 |
|
|
2024
Q4 | $2.52M | Sell |
15,016
-359
| -2% | -$60.2K | 0.27% | 94 |
|
|
2024
Q3 | $2.66M | Buy |
15,375
+1,855
| +14% | +$321K | 0.29% | 87 |
|
|
2024
Q2 | $2.23M | Buy |
13,520
+4,804
| +55% | +$792K | 0.27% | 92 |
|
|
2024
Q1 | $1.41M | Buy |
8,716
+2,440
| +39% | +$396K | 0.18% | 117 |
|
|
2023
Q4 | $920K | Buy |
6,276
+2,181
| +53% | +$320K | 0.15% | 144 |
|
|
2023
Q3 | $597K | Buy |
4,095
+260
| +7% | +$37.9K | 0.18% | 92 |
|
|
2023
Q2 | $582K | Sell |
3,835
-1,688
| -31% | -$256K | 0.17% | 80 |
|
|
2023
Q1 | $821K | Buy |
+5,523
| New | +$821K | 0.25% | 63 |
|
|
2020
Q1 | $326K | Buy |
+2,960
| New | +$326K | 0.23% | 98 |
|