West Family Investments’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 | $2.46M | Buy |
15,426
+4,389
| +40% | +$699K | 0.64% | 23 |
|
|
2025
Q1 | $1.88M | Sell |
11,037
-659
| -6% | -$112K | 0.71% | 25 |
|
|
2024
Q4 | $1.96M | Sell |
11,696
-47
| -0.4% | -$7.88K | 0.68% | 22 |
|
|
2024
Q3 | $2.03M | Buy |
11,743
+1,586
| +16% | +$275K | 0.69% | 24 |
|
|
2024
Q2 | $1.68M | Sell |
10,157
-63
| -0.6% | -$10.4K | 0.5% | 41 |
|
|
2024
Q1 | $1.66M | Buy |
10,220
+26
| +0.3% | +$4.22K | 0.51% | 41 |
|
|
2023
Q4 | $1.49M | Buy |
10,194
+158
| +2% | +$23.2K | 0.51% | 42 |
|
|
2023
Q3 | $1.46M | Sell |
10,036
-861
| -8% | -$126K | 0.51% | 42 |
|
|
2023
Q2 | $1.65M | Sell |
10,897
-55
| -0.5% | -$8.35K | 0.64% | 36 |
|
|
2023
Q1 | $1.63M | Sell |
10,952
-1,377
| -11% | -$205K | 0.64% | 36 |
|
|
2022
Q4 | $1.87M | Buy |
12,329
+242
| +2% | +$36.7K | 0.64% | 31 |
|
|
2022
Q3 | $1.53M | Sell |
12,087
-1,045
| -8% | -$132K | 0.64% | 29 |
|
|
2022
Q2 | $1.89M | Sell |
13,132
-827
| -6% | -$119K | 0.74% | 29 |
|
|
2022
Q1 | $2.13M | Buy |
13,959
+285
| +2% | +$43.5K | 0.61% | 29 |
|
|
2021
Q4 | $2.24M | Sell |
13,674
-760
| -5% | -$124K | 0.61% | 27 |
|
|
2021
Q3 | $2.02M | Buy |
14,434
+2,626
| +22% | +$367K | 0.52% | 31 |
|
|
2021
Q2 | $1.59M | Buy |
+11,808
| New | +$1.59M | 0.43% | 33 |
|