Aletheian 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 | $447K | Sell |
2,807
-84
| -3% | -$13.4K | 0.22% | 62 |
|
|
2025
Q1 | $493K | Buy |
2,891
+394
| +16% | +$67.1K | 0.28% | 58 |
|
|
2024
Q4 | $419K | Buy |
2,497
+127
| +5% | +$21.3K | 0.25% | 59 |
|
|
2024
Q3 | $410K | Sell |
2,370
-5,323
| -69% | -$922K | 0.24% | 58 |
|
|
2024
Q2 | $1.27M | Buy |
7,693
+273
| +4% | +$45K | 0.67% | 35 |
|
|
2024
Q1 | $1.2M | Buy |
7,420
+2,245
| +43% | +$364K | 0.65% | 38 |
|
|
2023
Q4 | $758K | Sell |
5,175
-200
| -4% | -$29.3K | 0.5% | 50 |
|
|
2023
Q3 | $784K | Sell |
5,375
-417
| -7% | -$60.8K | 0.6% | 44 |
|
|
2023
Q2 | $879K | Buy |
5,792
+4,095
| +241% | +$621K | 0.6% | 42 |
|
|
2023
Q1 | $252K | Buy |
1,697
+240
| +16% | +$35.7K | 0.22% | 56 |
|
|
2022
Q4 | $221K | Buy |
+1,457
| New | +$221K | 0.19% | 77 |
|
|
2022
Q3 | – | Sell |
-1,510
| Closed | -$217K | – | 55 |
|
|
2022
Q2 | $217K | Buy |
+1,510
| New | +$217K | 0.22% | 54 |
|