1 North Wealth 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 | $226K | Hold |
1,421
| – | – | 0.09% | 55 |
|
2025
Q1 | $242K | Hold |
1,421
| – | – | 0.11% | 50 |
|
2024
Q4 | $238K | Buy |
+1,421
| New | +$238K | 0.1% | 53 |
|
2019
Q4 | $260K | Buy |
2,081
+325
| +19% | +$40.6K | 0.16% | 55 |
|
2019
Q3 | $218K | Buy |
+1,756
| New | +$218K | 0.15% | 55 |
|
2019
Q1 | $253K | Sell |
2,429
-80
| -3% | -$8.33K | 0.18% | 52 |
|
2018
Q4 | $231K | Buy |
+2,509
| New | +$231K | 0.19% | 51 |
|