West Coast Financial’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 | – | Sell |
-15,958
| Closed | -$2.72M | – | 110 |
|
|
2025
Q1 | $2.72M | Sell |
15,958
-4,411
| -22% | -$752K | 0.31% | 59 |
|
|
2024
Q4 | $3.41M | Sell |
20,369
-3,192
| -14% | -$535K | 0.38% | 51 |
|
|
2024
Q3 | $4.08M | Sell |
23,561
-1,158
| -5% | -$201K | 0.45% | 50 |
|
|
2024
Q2 | $4.08M | Sell |
24,719
-2,814
| -10% | -$464K | 0.48% | 46 |
|
|
2024
Q1 | $4.47M | Sell |
27,533
-44,948
| -62% | -$7.29M | 0.54% | 47 |
|
|
2023
Q4 | $10.6M | Buy |
72,481
+27,692
| +62% | +$4.06M | 1.39% | 23 |
|
|
2023
Q3 | $6.53M | Buy |
44,789
+1,051
| +2% | +$153K | 0.97% | 33 |
|
|
2023
Q2 | $6.64M | Sell |
43,738
-2
| -0% | -$303 | 0.94% | 35 |
|
|
2023
Q1 | $6.5M | Buy |
43,740
+40,161
| +1,122% | +$5.97M | 1% | 30 |
|
|
2022
Q4 | $542K | Buy |
3,579
+130
| +4% | +$19.7K | 0.09% | 83 |
|
|
2022
Q3 | $435K | Buy |
3,449
+23
| +0.7% | +$2.9K | 0.08% | 87 |
|
|
2022
Q2 | $493K | Buy |
3,426
+11
| +0.3% | +$1.58K | 0.09% | 82 |
|
|
2022
Q1 | $522K | Buy |
3,415
+10
| +0.3% | +$1.53K | 0.08% | 84 |
|
|
2021
Q4 | $557K | Buy |
3,405
+11
| +0.3% | +$1.8K | 0.08% | 86 |
|
|
2021
Q3 | $475K | Sell |
3,394
-915
| -21% | -$128K | 0.08% | 91 |
|
|
2021
Q2 | $581K | Buy |
4,309
+27
| +0.6% | +$3.64K | 0.09% | 87 |
|
|
2021
Q1 | $580K | Buy |
4,282
+256
| +6% | +$34.7K | 0.1% | 82 |
|
|
2020
Q4 | $560K | Buy |
4,026
+83
| +2% | +$11.5K | 0.11% | 80 |
|
|
2020
Q3 | $548K | Buy |
3,943
+81
| +2% | +$11.3K | 0.12% | 75 |
|
|
2020
Q2 | $462K | Buy |
3,862
+71
| +2% | +$8.49K | 0.11% | 75 |
|
|
2020
Q1 | $417K | Sell |
3,791
-139
| -4% | -$15.3K | 0.11% | 73 |
|
|
2019
Q4 | $491K | Sell |
3,930
-848
| -18% | -$106K | 0.1% | 79 |
|
|
2019
Q3 | $594K | Buy |
4,778
+918
| +24% | +$114K | 0.13% | 74 |
|
|
2019
Q2 | $423K | Buy |
3,860
+242
| +7% | +$26.5K | 0.1% | 86 |
|
|
2019
Q1 | $376K | Sell |
3,618
-45
| -1% | -$4.68K | 0.09% | 92 |
|
|
2018
Q4 | $337K | Sell |
3,663
-1,011
| -22% | -$93K | 0.1% | 91 |
|
|
2018
Q3 | $389K | Buy |
4,674
+1,288
| +38% | +$107K | 0.09% | 110 |
|
|
2018
Q2 | $264K | Sell |
3,386
-2,241
| -40% | -$175K | 0.07% | 93 |
|
|
2018
Q1 | $446K | Sell |
5,627
-286
| -5% | -$22.7K | 0.13% | 78 |
|
|
2017
Q4 | $543K | Sell |
5,913
-3,028
| -34% | -$278K | 0.15% | 79 |
|
|
2017
Q3 | $813K | Buy |
8,941
+814
| +10% | +$74K | 0.22% | 73 |
|
|
2017
Q2 | $708K | Sell |
8,127
-746
| -8% | -$65K | 0.23% | 68 |
|
|
2017
Q1 | $797K | Sell |
8,873
-607
| -6% | -$54.5K | 0.25% | 72 |
|
|
2016
Q4 | $793K | Sell |
9,480
-560
| -6% | -$46.8K | 0.25% | 75 |
|
|
2016
Q3 | $901K | Buy |
10,040
+5,593
| +126% | +$502K | 0.29% | 76 |
|
|
2016
Q2 | $377K | Buy |
4,447
+616
| +16% | +$52.2K | 0.14% | 80 |
|
|
2016
Q1 | $315K | Buy |
3,831
+13
| +0.3% | +$1.07K | 0.13% | 73 |
|
|
2015
Q4 | $303K | Sell |
3,818
-354
| -8% | -$28.1K | 0.13% | 79 |
|
|
2015
Q3 | $300K | Sell |
4,172
-907
| -18% | -$65.2K | 0.13% | 79 |
|
|
2015
Q2 | $397K | Buy |
5,079
+188
| +4% | +$14.7K | 0.17% | 71 |
|
|
2015
Q1 | $401K | Buy |
4,891
+11
| +0.2% | +$902 | 0.19% | 70 |
|
|
2014
Q4 | $445K | Sell |
4,880
-27
| -0.6% | -$2.46K | 0.23% | 64 |
|
|
2014
Q3 | $411K | Sell |
4,907
-263
| -5% | -$22K | 0.23% | 68 |
|
|
2014
Q2 | $391K | Buy |
5,170
+311
| +6% | +$23.5K | 0.21% | 72 |
|
|
2014
Q1 | $392K | Sell |
4,859
-1,649
| -25% | -$133K | 0.2% | 75 |
|
|
2013
Q4 | $400K | Buy |
6,508
+1,560
| +32% | +$95.9K | 0.21% | 75 |
|
|
2013
Q3 | $374K | Buy |
4,948
+61
| +1% | +$4.61K | 0.21% | 76 |
|
|
2013
Q2 | $376K | Buy |
+4,887
| New | +$376K | 0.21% | 76 |
|