Adapt Wealth Advisors’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 | $435K | Hold |
2,729
| – | – | 0.19% | 42 |
|
|
2025
Q1 | $465K | Hold |
2,729
| – | – | 0.23% | 40 |
|
|
2024
Q4 | $457K | Buy |
2,729
+169
| +7% | +$28.3K | 0.23% | 51 |
|
|
2024
Q3 | $443K | Hold |
2,560
| – | – | 0.24% | 44 |
|
|
2024
Q2 | $422K | Buy |
2,560
+474
| +23% | +$78.2K | 0.26% | 47 |
|
|
2024
Q1 | $338K | Buy |
+2,086
| New | +$338K | 0.24% | 39 |
|