Alpha Financial Partners’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 | $240K | Buy |
1,504
+244
| +19% | +$38.9K | 0.17% | 73 |
|
2025
Q1 | $215K | Buy |
1,260
+7
| +0.6% | +$1.19K | 0.17% | 78 |
|
2024
Q4 | $210K | Buy |
+1,253
| New | +$210K | 0.17% | 77 |
|
2024
Q3 | – | Sell |
-1,719
| Closed | -$284K | – | 142 |
|
2024
Q2 | $284K | Buy |
1,719
+54
| +3% | +$8.91K | 0.25% | 47 |
|
2024
Q1 | $270K | Buy |
1,665
+2
| +0.1% | +$325 | 0.25% | 51 |
|
2023
Q4 | $244K | Buy |
1,663
+11
| +0.7% | +$1.61K | 0.24% | 63 |
|
2023
Q3 | $241K | Sell |
1,652
-699
| -30% | -$102K | 0.28% | 68 |
|
2023
Q2 | $357K | Sell |
2,351
-34
| -1% | -$5.16K | 0.38% | 51 |
|
2023
Q1 | $355K | Sell |
2,385
-138
| -5% | -$20.5K | 0.4% | 47 |
|
2022
Q4 | $382K | Buy |
+2,523
| New | +$382K | 0.46% | 43 |
|