1858 Wealth Management’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 | $412K | Sell |
2,587
-70
| -3% | -$11.2K | 0.3% | 65 |
|
|
2025
Q1 | $453K | Sell |
2,657
-3
| -0.1% | -$511 | 0.38% | 55 |
|
|
2024
Q4 | $446K | Hold |
2,660
| – | – | 0.35% | 68 |
|
|
2024
Q3 | $461K | Sell |
2,660
-41
| -2% | -$7.1K | 0.38% | 68 |
|
|
2024
Q2 | $445K | Sell |
2,701
-719
| -21% | -$119K | 0.37% | 66 |
|
|
2024
Q1 | $501K | Hold |
3,420
| – | – | 0.48% | 61 |
|
|
2023
Q4 | $501K | Buy |
+3,420
| New | +$501K | 0.48% | 61 |
|