Whitney & Co’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 | $1.35M | Sell |
8,470
-100
| -1% | -$15.9K | 0.13% | 69 |
|
|
2025
Q1 | $1.46M | Sell |
8,570
-16
| -0.2% | -$2.73K | 0.16% | 69 |
|
|
2024
Q4 | $1.44M | Sell |
8,586
-335
| -4% | -$56.2K | 0.15% | 64 |
|
|
2024
Q3 | $1.55M | Hold |
8,921
| – | – | 0.17% | 61 |
|
|
2024
Q2 | $1.47M | Sell |
8,921
-150
| -2% | -$24.7K | 0.17% | 62 |
|
|
2024
Q1 | $1.47M | Sell |
9,071
-90
| -1% | -$14.6K | 0.18% | 62 |
|
|
2023
Q4 | $1.34M | Sell |
9,161
-533
| -5% | -$78.1K | 0.17% | 61 |
|
|
2023
Q3 | $1.41M | Sell |
9,694
-135
| -1% | -$19.7K | 0.21% | 57 |
|
|
2023
Q2 | $1.49M | Sell |
9,829
-155
| -2% | -$23.5K | 0.21% | 57 |
|
|
2023
Q1 | $1.48M | Sell |
9,984
-125
| -1% | -$18.6K | 0.24% | 57 |
|
|
2022
Q4 | $1.53M | Sell |
10,109
-128
| -1% | -$19.4K | 0.28% | 56 |
|
|
2022
Q3 | $1.29M | Sell |
10,237
-110
| -1% | -$13.9K | 0.25% | 61 |
|
|
2022
Q2 | $1.49M | Sell |
10,347
-200
| -2% | -$28.8K | 0.27% | 59 |
|
|
2022
Q1 | $1.61M | Sell |
10,547
-396
| -4% | -$60.5K | 0.25% | 62 |
|
|
2021
Q4 | $1.79M | Sell |
10,943
-1,379
| -11% | -$226K | 0.26% | 62 |
|
|
2021
Q3 | $1.72M | Sell |
12,322
-296
| -2% | -$41.4K | 0.28% | 60 |
|
|
2021
Q2 | $1.7M | Sell |
12,618
-33,447
| -73% | -$4.51M | 0.27% | 59 |
|
|
2021
Q1 | $6.24M | Buy |
46,065
+366
| +0.8% | +$49.6K | 1.09% | 41 |
|
|
2020
Q4 | $6.08M | Sell |
45,699
-3,175
| -6% | -$423K | 0.98% | 45 |
|
|
2020
Q3 | $6.79M | Buy |
48,874
+544
| +1% | +$75.6K | 1.27% | 31 |
|
|
2020
Q2 | $5.78M | Sell |
48,330
-19
| -0% | -$2.27K | 1.18% | 36 |
|
|
2020
Q1 | $5.32M | Sell |
48,349
-1,943
| -4% | -$214K | 1.31% | 30 |
|
|
2019
Q4 | $6.28M | Buy |
50,292
+78
| +0.2% | +$9.74K | 1.25% | 29 |
|
|
2019
Q3 | $5.98M | Buy |
50,214
+210
| +0.4% | +$25K | 1.25% | 30 |
|
|
2019
Q2 | $5.48M | Sell |
50,004
-584
| -1% | -$64K | 1.23% | 30 |
|
|
2019
Q1 | $5.39M | Sell |
50,588
-2,951
| -6% | -$314K | 1.22% | 30 |
|
|
2018
Q4 | $5.25M | Buy |
53,539
+1,547
| +3% | +$152K | 1.34% | 29 |
|
|
2018
Q3 | $4.75M | Buy |
51,992
+4,324
| +9% | +$395K | 1.14% | 39 |
|
|
2018
Q2 | $3.72M | Buy |
47,668
+4,216
| +10% | +$329K | 0.99% | 43 |
|
|
2018
Q1 | $3.45M | Buy |
43,452
+2,300
| +6% | +$182K | 0.99% | 47 |
|
|
2017
Q4 | $3.78M | Sell |
41,152
-943
| -2% | -$86.6K | 1.1% | 41 |
|
|
2017
Q3 | $3.67M | Hold |
42,095
| – | – | 1.23% | 37 |
|
|
2017
Q2 | $3.67M | Buy |
42,095
+3,510
| +9% | +$306K | 1.2% | 38 |
|
|
2017
Q1 | $3.47M | Buy |
38,585
+1,037
| +3% | +$93.2K | 1.26% | 38 |
|
|
2016
Q4 | $3.16M | Sell |
37,548
-3,215
| -8% | -$270K | 1.19% | 39 |
|
|
2016
Q3 | $3.66M | Buy |
40,763
+4,280
| +12% | +$384K | 1.46% | 29 |
|
|
2016
Q2 | $3.09M | Buy |
36,483
+1,735
| +5% | +$147K | 1.26% | 35 |
|
|
2016
Q1 | $2.86M | Buy |
34,748
+2,430
| +8% | +$200K | 1.23% | 36 |
|
|
2015
Q4 | $2.57M | Buy |
32,318
+1,950
| +6% | +$155K | 1.12% | 39 |
|
|
2015
Q3 | $2.19M | Buy |
30,368
+2,531
| +9% | +$182K | 0.99% | 46 |
|
|
2015
Q2 | $2.18M | Buy |
27,837
+4,320
| +18% | +$338K | 0.95% | 44 |
|
|
2015
Q1 | $1.93M | Sell |
23,517
-700
| -3% | -$57.4K | 0.86% | 47 |
|
|
2014
Q4 | $2.21M | Sell |
24,217
-334
| -1% | -$30.4K | 0.99% | 45 |
|
|
2014
Q3 | $2.06M | Sell |
24,551
-2,200
| -8% | -$184K | 0.95% | 48 |
|
|
2014
Q2 | $2.1M | Buy |
26,751
+1,434
| +6% | +$113K | 0.97% | 45 |
|
|
2014
Q1 | $2.04M | Buy |
25,317
+400
| +2% | +$32.2K | 1.03% | 42 |
|
|
2013
Q4 | $2.03M | Buy |
24,917
+675
| +3% | +$54.9K | 1.12% | 39 |
|
|
2013
Q3 | $1.83M | Sell |
24,242
-300
| -1% | -$22.7K | 1.28% | 39 |
|
|
2013
Q2 | $1.89M | Buy |
+24,542
| New | +$1.89M | 1.38% | 36 |
|