Westside 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 | $696K | Buy |
4,357
+439
| +11% | +$70.1K | 0.13% | 142 |
|
|
2025
Q1 | $668K | Sell |
3,918
-204
| -5% | -$34.8K | 0.14% | 137 |
|
|
2024
Q4 | $691K | Sell |
4,122
-175
| -4% | -$29.3K | 0.15% | 134 |
|
|
2024
Q3 | $730K | Sell |
4,297
-24
| -0.6% | -$4.08K | 0.16% | 128 |
|
|
2024
Q2 | $709K | Buy |
4,321
+18
| +0.4% | +$2.95K | 0.16% | 127 |
|
|
2024
Q1 | $698K | Sell |
4,303
-211
| -5% | -$34.2K | 0.17% | 127 |
|
|
2023
Q4 | $661K | Sell |
4,514
-100
| -2% | -$14.7K | 0.17% | 126 |
|
|
2023
Q3 | $673K | Sell |
4,614
-100
| -2% | -$14.6K | 0.19% | 116 |
|
|
2023
Q2 | $716K | Hold |
4,714
| – | – | 0.2% | 115 |
|
|
2023
Q1 | $705K | Hold |
4,714
| – | – | 0.21% | 108 |
|
|
2022
Q4 | $273K | Sell |
4,714
-1,000
| -18% | -$58K | 0.67% | 38 |
|
|
2022
Q3 | $321K | Buy |
5,714
+700
| +14% | +$39.3K | 0.77% | 33 |
|
|
2022
Q2 | $263K | Sell |
5,014
-291
| -5% | -$15.2K | 0.59% | 40 |
|
|
2022
Q1 | $276K | Buy |
5,305
+50
| +1% | +$2.6K | 0.61% | 39 |
|
|
2021
Q4 | $307K | Hold |
5,255
| – | – | 0.7% | 32 |
|
|
2021
Q3 | $266K | Buy |
5,255
+160
| +3% | +$8.1K | 0.61% | 36 |
|
|
2021
Q2 | $243K | Sell |
5,095
-342
| -6% | -$16.3K | 0.56% | 41 |
|
|
2021
Q1 | $244K | Buy |
5,437
+600
| +12% | +$27K | 0.64% | 39 |
|
|
2020
Q4 | $272K | Buy |
4,837
+41
| +0.9% | +$2.3K | 0.74% | 31 |
|
|
2020
Q3 | $271K | Buy |
4,796
+300
| +7% | +$17K | 0.12% | 25 |
|
|
2020
Q2 | $198K | Sell |
4,496
-4
| -0.1% | -$176 | 0.12% | 29 |
|
|
2020
Q1 | $182K | Buy |
+4,500
| New | +$182K | 0.12% | 23 |
|
|
2019
Q2 | $291 | Buy |
+2,656
| New | +$291 | ﹤0.01% | 171 |
|
|
2018
Q4 | $410K | Sell |
4,456
-223
| -5% | -$20.5K | 0.15% | 99 |
|
|
2018
Q3 | $391K | Buy |
4,679
+1,509
| +48% | +$126K | 0.12% | 102 |
|
|
2018
Q2 | $248K | Buy |
3,170
+41
| +1% | +$3.2K | 0.09% | 141 |
|
|
2018
Q1 | $242K | Sell |
3,129
-750
| -19% | -$58.1K | 0.13% | 139 |
|
|
2017
Q4 | $356K | Hold |
3,879
| – | – | 0.19% | 112 |
|
|
2017
Q3 | $357K | Hold |
3,879
| – | – | 0.22% | 98 |
|
|
2017
Q2 | $338K | Buy |
3,879
+67
| +2% | +$5.84K | 0.22% | 96 |
|
|
2017
Q1 | $343K | Buy |
3,812
+1,277
| +50% | +$115K | 0.16% | 92 |
|
|
2016
Q4 | $212K | Buy |
+2,535
| New | +$212K | 0.14% | 89 |
|