YHB Investment Advisors’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 | $5.78M | Sell |
36,290
-602
| -2% | -$95.9K | 0.45% | 59 |
|
|
2025
Q1 | $6.29M | Sell |
36,892
-22
| -0.1% | -$3.75K | 0.53% | 52 |
|
|
2024
Q4 | $6.19M | Sell |
36,914
-46
| -0.1% | -$7.71K | 0.51% | 50 |
|
|
2024
Q3 | $6.4M | Buy |
36,960
+58
| +0.2% | +$10K | 0.53% | 47 |
|
|
2024
Q2 | $6.09M | Sell |
36,902
-1,565
| -4% | -$258K | 0.52% | 47 |
|
|
2024
Q1 | $6.24M | Sell |
38,467
-185
| -0.5% | -$30K | 0.55% | 49 |
|
|
2023
Q4 | $5.66M | Sell |
38,652
-274
| -0.7% | -$40.2K | 0.55% | 47 |
|
|
2023
Q3 | $5.68M | Sell |
38,926
-138
| -0.4% | -$20.1K | 0.52% | 53 |
|
|
2023
Q2 | $5.93M | Sell |
39,064
-532
| -1% | -$80.7K | 0.55% | 49 |
|
|
2023
Q1 | $5.89M | Sell |
39,596
-354
| -0.9% | -$52.6K | 0.59% | 49 |
|
|
2022
Q4 | $6.05M | Sell |
39,950
-364
| -0.9% | -$55.2K | 0.65% | 47 |
|
|
2022
Q3 | $5.09M | Sell |
40,314
-198
| -0.5% | -$25K | 0.57% | 50 |
|
|
2022
Q2 | $5.83M | Sell |
40,512
-555
| -1% | -$79.8K | 0.61% | 48 |
|
|
2022
Q1 | $6.28M | Buy |
41,067
+97
| +0.2% | +$14.8K | 0.55% | 49 |
|
|
2021
Q4 | $6.7M | Buy |
40,970
+132
| +0.3% | +$21.6K | 0.53% | 52 |
|
|
2021
Q3 | $5.71M | Sell |
40,838
-205
| -0.5% | -$28.7K | 0.49% | 57 |
|
|
2021
Q2 | $5.54M | Buy |
41,043
+1,277
| +3% | +$172K | 0.47% | 58 |
|
|
2021
Q1 | $5.46M | Sell |
39,766
-1,003
| -2% | -$138K | 0.47% | 62 |
|
|
2020
Q4 | $5.67M | Buy |
40,769
+513
| +1% | +$71.4K | 0.54% | 53 |
|
|
2020
Q3 | $5.6M | Sell |
40,256
-7,537
| -16% | -$1.05M | 0.61% | 44 |
|
|
2020
Q2 | $5.72M | Sell |
47,793
-687
| -1% | -$82.2K | 0.82% | 37 |
|
|
2020
Q1 | $5.33M | Sell |
48,480
-271
| -0.6% | -$29.8K | 0.92% | 36 |
|
|
2019
Q4 | $6.09M | Buy |
48,751
+745
| +2% | +$93.1K | 0.87% | 39 |
|
|
2019
Q3 | $5.97M | Buy |
48,006
+2,027
| +4% | +$252K | 0.91% | 37 |
|
|
2019
Q2 | $5.04M | Sell |
45,979
-857
| -2% | -$94K | 0.8% | 41 |
|
|
2019
Q1 | $4.87M | Sell |
46,836
-849
| -2% | -$88.3K | 0.76% | 44 |
|
|
2018
Q4 | $4.38M | Sell |
47,685
-688
| -1% | -$63.2K | 0.78% | 43 |
|
|
2018
Q3 | $4.03M | Sell |
48,373
-1,992
| -4% | -$166K | 0.61% | 53 |
|
|
2018
Q2 | $3.93M | Sell |
50,365
-1,471
| -3% | -$115K | 0.64% | 53 |
|
|
2018
Q1 | $4.11M | Sell |
51,836
-2,747
| -5% | -$218K | 0.7% | 45 |
|
|
2017
Q4 | $5.02M | Sell |
54,583
-14,359
| -21% | -$1.32M | 0.85% | 36 |
|
|
2017
Q3 | $6.27M | Sell |
68,942
-4,680
| -6% | -$426K | 1.12% | 29 |
|
|
2017
Q2 | $6.42M | Buy |
73,622
+3,243
| +5% | +$283K | 1.1% | 28 |
|
|
2017
Q1 | $6.15M | Sell |
70,379
-8,355
| -11% | -$730K | 1.18% | 26 |
|
|
2016
Q4 | $6.62M | Sell |
78,734
-1,382
| -2% | -$116K | 1.38% | 21 |
|
|
2016
Q3 | $7.19M | Sell |
80,116
-196
| -0.2% | -$17.6K | 1.74% | 15 |
|
|
2016
Q2 | $6.8M | Buy |
80,312
+935
| +1% | +$79.2K | 1.5% | 19 |
|
|
2016
Q1 | $6.53M | Buy |
79,377
+1,609
| +2% | +$132K | 1.76% | 18 |
|
|
2015
Q4 | $6.18M | Sell |
77,768
-3,788
| -5% | -$301K | 1.4% | 24 |
|
|
2015
Q3 | $5.87M | Buy |
81,556
+2,516
| +3% | +$181K | 1.39% | 19 |
|
|
2015
Q2 | $6.18M | Buy |
79,040
+1,412
| +2% | +$110K | 1.35% | 20 |
|
|
2015
Q1 | $6.36M | Buy |
77,628
+2,453
| +3% | +$201K | 1.43% | 18 |
|
|
2014
Q4 | $6.85M | Sell |
75,175
-170
| -0.2% | -$15.5K | 1.57% | 17 |
|
|
2014
Q3 | $6.31M | Buy |
75,345
+770
| +1% | +$64.5K | 1.51% | 18 |
|
|
2014
Q2 | $5.86M | Buy |
74,575
+2,245
| +3% | +$176K | 1.41% | 19 |
|
|
2014
Q1 | $5.83M | Buy |
72,330
+1,897
| +3% | +$153K | 1.48% | 19 |
|
|
2013
Q4 | $5.73M | Sell |
70,433
-4,353
| -6% | -$354K | 1.54% | 17 |
|
|
2013
Q3 | $5.65M | Sell |
74,786
-895
| -1% | -$67.7K | 1.67% | 14 |
|
|
2013
Q2 | $5.83M | Buy |
+75,681
| New | +$5.83M | 1.82% | 13 |
|