Abound 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
$650K Buy
4,082
+94
+2% +$15K 0.18% 40
2025
Q1
$680K Sell
3,988
-209
-5% -$35.6K 0.23% 36
2024
Q4
$704K Buy
4,197
+2,233
+114% +$374K 0.23% 36
2024
Q3
$340K Buy
1,964
+14
+0.7% +$2.42K 0.11% 43
2024
Q2
$322K Buy
1,950
+139
+8% +$22.9K 0.12% 43
2024
Q1
$294K Sell
1,811
-557
-24% -$90.4K 0.11% 44
2023
Q4
$347K Buy
2,368
+37
+2% +$5.42K 0.14% 41
2023
Q3
$340K Buy
2,331
+10
+0.4% +$1.46K 0.14% 42
2023
Q2
$352K Buy
2,321
+59
+3% +$8.95K 0.15% 40
2023
Q1
$336K Buy
2,262
+98
+5% +$14.6K 0.15% 39
2022
Q4
$328K Buy
2,164
+69
+3% +$10.5K 0.16% 35
2022
Q3
$264K Buy
2,095
+646
+45% +$81.5K 0.14% 38
2022
Q2
$208K Buy
1,449
+68
+5% +$9.77K 0.12% 41
2022
Q1
$211K Buy
1,381
+7
+0.5% +$1.07K 0.15% 41
2021
Q4
$225K Buy
+1,374
New +$225K 0.18% 34