Winch Advisory Services’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 | $1.17M | Sell |
7,355
-52
| -0.7% | -$8.28K | 0.29% | 43 |
|
|
2025
Q1 | $1.26M | Buy |
7,407
+31
| +0.4% | +$5.28K | 0.33% | 40 |
|
|
2024
Q4 | $1.24M | Buy |
7,376
+448
| +6% | +$75.1K | 0.32% | 41 |
|
|
2024
Q3 | $1.2M | Buy |
6,928
+189
| +3% | +$32.7K | 0.33% | 43 |
|
|
2024
Q2 | $1.11M | Buy |
6,739
+368
| +6% | +$60.7K | 0.32% | 38 |
|
|
2024
Q1 | $1.03M | Buy |
6,371
+210
| +3% | +$34.1K | 0.32% | 41 |
|
|
2023
Q4 | $903K | Buy |
6,161
+335
| +6% | +$49.1K | 0.3% | 43 |
|
|
2023
Q3 | $850K | Buy |
5,826
+118
| +2% | +$17.2K | 0.31% | 40 |
|
|
2023
Q2 | $866K | Buy |
5,708
+104
| +2% | +$15.8K | 0.31% | 41 |
|
|
2023
Q1 | $833K | Buy |
5,604
+61
| +1% | +$9.07K | 0.32% | 40 |
|
|
2022
Q4 | $840K | Buy |
5,543
+10
| +0.2% | +$1.52K | 0.36% | 40 |
|
|
2022
Q3 | $699K | Buy |
5,533
+4
| +0.1% | +$505 | 0.3% | 43 |
|
|
2022
Q2 | $795K | Buy |
5,529
+42
| +0.8% | +$6.04K | 0.32% | 42 |
|
|
2022
Q1 | $838K | Buy |
5,487
+3
| +0.1% | +$458 | 0.29% | 44 |
|
|
2021
Q4 | $897K | Sell |
5,484
-98
| -2% | -$16K | 0.3% | 43 |
|
|
2021
Q3 | $780K | Buy |
5,582
+145
| +3% | +$20.3K | 0.27% | 45 |
|
|
2021
Q2 | $734K | Buy |
5,437
+558
| +11% | +$75.3K | 0.26% | 46 |
|
|
2021
Q1 | $661K | Buy |
4,879
+586
| +14% | +$79.4K | 0.26% | 45 |
|
|
2020
Q4 | $597K | Buy |
4,293
+1,016
| +31% | +$141K | 0.25% | 48 |
|
|
2020
Q3 | $456K | Sell |
3,277
-14
| -0.4% | -$1.95K | 0.19% | 47 |
|
|
2020
Q2 | $394K | Buy |
3,291
+47
| +1% | +$5.63K | 0.19% | 47 |
|
|
2020
Q1 | $357K | Buy |
3,244
+6
| +0.2% | +$660 | 0.18% | 46 |
|
|
2019
Q4 | $404K | Buy |
3,238
+109
| +3% | +$13.6K | 0.19% | 58 |
|
|
2019
Q3 | $389K | Buy |
3,129
+16
| +0.5% | +$1.99K | 0.2% | 48 |
|
|
2019
Q2 | $341K | Sell |
3,113
-85
| -3% | -$9.31K | 0.18% | 52 |
|
|
2019
Q1 | $333K | Buy |
3,198
+302
| +10% | +$31.4K | 0.18% | 58 |
|
|
2018
Q4 | $266K | Buy |
2,896
+197
| +7% | +$18.1K | 0.15% | 61 |
|
|
2018
Q3 | $225K | Buy |
2,699
+35
| +1% | +$2.92K | 0.11% | 72 |
|
|
2018
Q2 | $208K | Buy |
2,664
+61
| +2% | +$4.76K | 0.11% | 76 |
|
|
2018
Q1 | $206K | Buy |
2,603
+22
| +0.9% | +$1.74K | 0.12% | 78 |
|
|
2017
Q4 | $237K | Sell |
2,581
-49
| -2% | -$4.5K | 0.14% | 56 |
|
|
2017
Q3 | $239K | Buy |
2,630
+19
| +0.7% | +$1.73K | 0.16% | 56 |
|
|
2017
Q2 | $228K | Buy |
2,611
+88
| +3% | +$7.68K | 0.14% | 76 |
|
|
2017
Q1 | $227K | Sell |
2,523
-1,798
| -42% | -$162K | 0.14% | 79 |
|
|
2016
Q4 | $363K | Sell |
4,321
-906
| -17% | -$76.1K | 0.25% | 53 |
|
|
2016
Q3 | $469K | Buy |
5,227
+2,636
| +102% | +$237K | 0.38% | 49 |
|
|
2016
Q2 | $219K | Buy |
2,591
+144
| +6% | +$12.2K | 0.27% | 40 |
|
|
2016
Q1 | $201K | Buy |
2,447
+19
| +0.8% | +$1.56K | 0.32% | 26 |
|
|
2015
Q4 | $193K | Buy |
2,428
+20
| +0.8% | +$1.59K | 0.22% | 31 |
|
|
2015
Q3 | $173K | Buy |
2,408
+20
| +0.8% | +$1.44K | 0.25% | 35 |
|
|
2015
Q2 | $187K | Buy |
2,388
+19
| +0.8% | +$1.49K | 0.1% | 93 |
|
|
2015
Q1 | $194K | Buy |
+2,369
| New | +$194K | 0.11% | 61 |
|
|
2014
Q4 | – | Sell |
-19,968
| Closed | -$1.67M | – | 147 |
|
|
2014
Q3 | $1.67M | Sell |
19,968
-381
| -2% | -$31.9K | 1.07% | 30 |
|
|
2014
Q2 | $1.6M | Sell |
20,349
-13,534
| -40% | -$1.06M | 0.94% | 37 |
|
|
2014
Q1 | $2.73M | Buy |
+33,883
| New | +$2.73M | 1.73% | 17 |
|