Acorn Financial Advisory Services’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$325K	Hold	2,249	–	–	0.04%	160
2025 Q4	$322K	Hold	2,249	–	–	0.05%	157
2025 Q3	$346K	Buy	2,249 +154	+7%	+$24.1K	0.05%	145
2025 Q2	$334K	Sell	2,095 -196	-9%	-$32K	0.05%	144
2025 Q1	$391K	Sell	2,291 -25	-1%	-$4.19K	0.07%	123
2024 Q4	$388K	Buy	2,316 +36	+2%	+$6.13K	0.06%	138
2024 Q3	$395K	Sell	2,280 -90	-4%	-$15.3K	0.07%	131
2024 Q2	$391K	Buy	2,370 +195	+9%	+$31.9K	0.07%	124
2024 Q1	$353K	Sell	2,175 -1,562	-42%	-$245K	0.07%	138
2023 Q4	$548K	Sell	3,737 -46	-1%	-$6.81K	0.1%	129
2023 Q3	$552K	Buy	3,783 +600	+19%	+$91.6K	0.1%	122
2023 Q2	$483K	Buy	3,183 +18	+0.6%	+$2.71K	0.09%	135
2023 Q1	$471K	Buy	3,165 +453	+17%	+$64.8K	0.09%	127
2022 Q4	$411K	Sell	2,712 -20	-0.7%	-$2.8K	0.09%	133
2022 Q3	$345K	Sell	2,732 -58	-2%	-$8.24K	0.08%	156
2022 Q2	$400K	Buy	2,790 +19	+0.7%	+$2.86K	0.1%	139
2022 Q1	$423K	Sell	2,771 -182	-6%	-$28.5K	0.08%	148
2021 Q4	$483K	Sell	2,953 -53	-2%	-$7.87K	0.1%	140
2021 Q3	$421K	Sell	3,006 -7,996	-73%	-$1.13M	0.13%	144
2021 Q2	$1.48M	Buy	11,002 +665	+6%	+$90K	0.44%	65
2021 Q1	$1.41M	Sell	10,337 -9	-0.1%	-$1.17K	0.51%	55
2020 Q4	$1.44M	Buy	10,346 +63	+0.6%	+$8.8K	0.57%	45
2020 Q3	$1.43M	Buy	10,283 +82	+0.8%	+$10.9K	0.75%	28
2020 Q2	$1.22M	Buy	10,201 +766	+8%	+$89.3K	0.85%	21
2020 Q1	$1.04M	Buy	9,435 +368	+4%	+$44.2K	1.03%	20
2019 Q4	$1.13M	Buy	+9,067	New	+$1.11M	0.95%	29