Allen 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 | $739K | Hold |
4,639
| – | – | 0.52% | 34 |
|
|
2025
Q1 | $791K | Sell |
4,639
-1
| -0% | -$170 | 0.54% | 33 |
|
|
2024
Q4 | $778K | Sell |
4,640
-479
| -9% | -$80.3K | 0.56% | 33 |
|
|
2024
Q3 | $887K | Sell |
5,119
-255
| -5% | -$44.2K | 0.61% | 32 |
|
|
2024
Q2 | $886K | Buy |
5,374
+185
| +4% | +$30.5K | 0.79% | 31 |
|
|
2024
Q1 | $842K | Buy |
5,189
+414
| +9% | +$67.2K | 0.74% | 32 |
|
|
2023
Q4 | $700K | Buy |
+4,775
| New | +$700K | 0.69% | 33 |
|