Alpha Financial 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 | $315K | Buy |
1,976
+377
| +24% | +$60.1K | 0.12% | 40 |
|
2025
Q1 | $273K | Buy |
1,599
+6
| +0.4% | +$1.02K | 0.12% | 38 |
|
2024
Q4 | $267K | Sell |
1,593
-1
| -0.1% | -$168 | 0.12% | 40 |
|
2024
Q3 | $276K | Buy |
1,594
+119
| +8% | +$20.6K | 0.12% | 38 |
|
2024
Q2 | $243K | Sell |
1,475
-3
| -0.2% | -$495 | 0.12% | 37 |
|
2024
Q1 | $240K | Buy |
1,478
+3
| +0.2% | +$487 | 0.11% | 39 |
|
2023
Q4 | $216K | Buy |
1,475
+40
| +3% | +$5.86K | 0.11% | 39 |
|
2023
Q3 | $209K | Buy |
1,435
+80
| +6% | +$11.7K | 0.13% | 41 |
|
2023
Q2 | $206K | Hold |
1,355
| – | – | 0.13% | 39 |
|
2023
Q1 | $201K | Sell |
1,355
-538
| -28% | -$80K | 0.14% | 45 |
|
2022
Q4 | $287K | Buy |
+1,893
| New | +$287K | 0.25% | 31 |
|