1776 Wealth’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 | $437K | Sell |
2,743
-178
| -6% | -$28.4K | 0.18% | 98 |
|
|
2025
Q1 | $498K | Sell |
2,921
-111
| -4% | -$18.9K | 0.23% | 84 |
|
|
2024
Q4 | $508K | Sell |
3,032
-39
| -1% | -$6.54K | 0.23% | 85 |
|
|
2024
Q3 | $532K | Sell |
3,071
-147
| -5% | -$25.5K | 0.24% | 84 |
|
|
2024
Q2 | $531K | Buy |
3,218
+468
| +17% | +$77.2K | 0.24% | 85 |
|
|
2024
Q1 | $446K | Sell |
2,750
-13
| -0.5% | -$2.11K | 0.21% | 90 |
|
|
2023
Q4 | $405K | Hold |
2,763
| – | – | 0.2% | 92 |
|
|
2023
Q3 | $403K | Hold |
2,763
| – | – | 0.21% | 83 |
|
|
2023
Q2 | $419K | Buy |
+2,763
| New | +$419K | 0.22% | 84 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$24K | – | 362 |
|
|
2020
Q1 | $24K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $24K | Buy |
+200
| New | +$24K | 0.02% | 232 |
|