Zhang Financial’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 | $4.11M | Buy |
25,786
+1,805
| +8% | +$288K | 0.19% | 68 |
|
|
2025
Q1 | $4.09M | Sell |
23,981
-390
| -2% | -$66.5K | 0.22% | 60 |
|
|
2024
Q4 | $4.09M | Buy |
24,371
+288
| +1% | +$48.3K | 0.23% | 53 |
|
|
2024
Q3 | $4.17M | Sell |
24,083
-450
| -2% | -$77.9K | 0.26% | 50 |
|
|
2024
Q2 | $4.05M | Buy |
24,533
+310
| +1% | +$51.1K | 0.28% | 48 |
|
|
2024
Q1 | $3.93M | Buy |
24,223
+97
| +0.4% | +$15.7K | 0.29% | 48 |
|
|
2023
Q4 | $3.54M | Buy |
24,126
+563
| +2% | +$82.5K | 0.3% | 46 |
|
|
2023
Q3 | $3.43M | Buy |
23,563
+2,153
| +10% | +$314K | 0.35% | 43 |
|
|
2023
Q2 | $3.23M | Buy |
21,410
+153
| +0.7% | +$23.1K | 0.33% | 45 |
|
|
2023
Q1 | $3.16M | Buy |
21,257
+48
| +0.2% | +$7.14K | 0.36% | 46 |
|
|
2022
Q4 | $3.21M | Hold |
21,209
| – | – | 0.41% | 42 |
|
|
2022
Q3 | $2.68M | Buy |
21,209
+554
| +3% | +$69.9K | 0.4% | 45 |
|
|
2022
Q2 | $2.97M | Buy |
20,655
+114
| +0.6% | +$16.4K | 0.48% | 38 |
|
|
2022
Q1 | $3.14M | Buy |
20,541
+909
| +5% | +$139K | 0.53% | 30 |
|
|
2021
Q4 | $3.21M | Buy |
19,632
+683
| +4% | +$112K | 0.57% | 30 |
|
|
2021
Q3 | $2.65M | Buy |
18,949
+1,413
| +8% | +$198K | 0.61% | 29 |
|
|
2021
Q2 | $2.37M | Buy |
17,536
+2,639
| +18% | +$356K | 0.58% | 29 |
|
|
2021
Q1 | $2.02M | Buy |
14,897
+34
| +0.2% | +$4.6K | 0.54% | 31 |
|
|
2020
Q4 | $2.07M | Buy |
14,863
+935
| +7% | +$130K | 0.64% | 24 |
|
|
2020
Q3 | $1.94M | Buy |
13,928
+979
| +8% | +$136K | 0.7% | 24 |
|
|
2020
Q2 | $1.55M | Buy |
12,949
+37
| +0.3% | +$4.42K | 0.6% | 26 |
|
|
2020
Q1 | $1.42M | Sell |
12,912
-378
| -3% | -$41.6K | 0.63% | 27 |
|
|
2019
Q4 | $1.66M | Sell |
13,290
-1,002
| -7% | -$125K | 0.63% | 25 |
|
|
2019
Q3 | $1.78M | Buy |
14,292
+593
| +4% | +$73.8K | 0.75% | 22 |
|
|
2019
Q2 | $1.5M | Sell |
13,699
-184
| -1% | -$20.2K | 0.63% | 24 |
|
|
2019
Q1 | $1.45M | Buy |
13,883
+99
| +0.7% | +$10.3K | 0.62% | 23 |
|
|
2018
Q4 | $1.27M | Sell |
13,784
-113
| -0.8% | -$10.4K | 0.61% | 24 |
|
|
2018
Q3 | $1.16M | Buy |
13,897
+154
| +1% | +$12.9K | 0.56% | 26 |
|
|
2018
Q2 | $1.07M | Sell |
13,743
-123
| -0.9% | -$9.61K | 0.55% | 25 |
|
|
2018
Q1 | $1.07M | Sell |
13,866
-1,961
| -12% | -$152K | 0.56% | 26 |
|
|
2017
Q4 | $1.45M | Sell |
15,827
-349
| -2% | -$32K | 0.71% | 22 |
|
|
2017
Q3 | $1.49M | Buy |
16,176
+142
| +0.9% | +$13.1K | 0.76% | 19 |
|
|
2017
Q2 | $1.4M | Buy |
16,034
+207
| +1% | +$18K | 0.74% | 19 |
|
|
2017
Q1 | $1.45M | Sell |
15,827
-917
| -5% | -$84.1K | 0.72% | 22 |
|
|
2016
Q4 | $1.46M | Buy |
16,744
+44
| +0.3% | +$3.85K | 0.79% | 20 |
|
|
2016
Q3 | $1.5M | Sell |
16,700
-3,134
| -16% | -$281K | 0.82% | 19 |
|
|
2016
Q2 | $1.68M | Sell |
19,834
-36
| -0.2% | -$3.05K | 0.92% | 20 |
|
|
2016
Q1 | $1.64M | Sell |
19,870
-702
| -3% | -$57.8K | 0.92% | 20 |
|
|
2015
Q4 | $1.63M | Sell |
20,572
-279
| -1% | -$22.2K | 0.98% | 20 |
|
|
2015
Q3 | $1.5M | Buy |
20,851
+80
| +0.4% | +$5.76K | 0.96% | 21 |
|
|
2015
Q2 | $1.63M | Buy |
20,771
+47
| +0.2% | +$3.68K | 1.04% | 19 |
|
|
2015
Q1 | $1.7M | Buy |
20,724
+42
| +0.2% | +$3.44K | 1.06% | 19 |
|
|
2014
Q4 | $1.88M | Buy |
20,682
+210
| +1% | +$19.1K | 1.23% | 19 |
|
|
2014
Q3 | $1.71M | Buy |
20,472
+344
| +2% | +$28.8K | 1.17% | 19 |
|
|
2014
Q2 | $1.58M | Buy |
20,128
+219
| +1% | +$17.2K | 1.06% | 19 |
|
|
2014
Q1 | $1.61M | Buy |
19,909
+5,513
| +38% | +$444K | 1.15% | 19 |
|
|
2013
Q4 | $1.17M | Hold |
14,396
| – | – | 0.89% | 20 |
|
|
2013
Q3 | $1.09M | Buy |
14,396
+238
| +2% | +$18K | 0.88% | 20 |
|
|
2013
Q2 | $1.09M | Buy |
+14,158
| New | +$1.09M | 0.94% | 19 |
|