Annis Gardner Whiting Capital 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 | $1.25M | Buy |
7,855
+546
| +7% | +$87K | 0.43% | 42 |
|
|
2025
Q1 | $1.25M | Buy |
7,309
+82
| +1% | +$14K | 0.53% | 39 |
|
|
2024
Q4 | $1.21M | Sell |
7,227
-33
| -0.5% | -$5.53K | 0.34% | 59 |
|
|
2024
Q3 | $1.26M | Sell |
7,260
-55
| -0.8% | -$9.53K | 0.35% | 53 |
|
|
2024
Q2 | $1.21M | Buy |
7,315
+520
| +8% | +$85.8K | 0.34% | 50 |
|
|
2024
Q1 | $1.1M | Buy |
6,795
+357
| +6% | +$57.9K | 0.39% | 39 |
|
|
2023
Q4 | $943K | Buy |
6,438
+372
| +6% | +$54.5K | 0.42% | 39 |
|
|
2023
Q3 | $885K | Buy |
+6,066
| New | +$885K | 0.47% | 33 |
|