Arbor Trust 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
$2.15M Sell
13,483
-343
-2% -$54.6K 1.05% 32
2025
Q1
$2.36M Buy
13,826
+746
+6% +$127K 1.11% 32
2024
Q4
$2.19M Buy
13,080
+119
+0.9% +$20K 1.03% 33
2024
Q3
$2.14M Hold
12,961
1.12% 31
2024
Q2
$2.14M Buy
12,961
+65
+0.5% +$10.7K 1.12% 31
2024
Q1
$2.03M Sell
12,896
-783
-6% -$123K 1.11% 30
2023
Q4
$2M Sell
13,679
-31
-0.2% -$4.54K 1.19% 28
2023
Q3
$2M Buy
13,710
+574
+4% +$83.7K 1.32% 27
2023
Q2
$1.99M Sell
13,136
-291
-2% -$44.2K 1.27% 27
2023
Q1
$2M Sell
13,427
-800
-6% -$119K 1.31% 26
2022
Q4
$2.16M Buy
14,227
+1,239
+10% +$188K 1.49% 25
2022
Q3
$1.64M Sell
12,988
-770
-6% -$97.2K 1.25% 27
2022
Q2
$1.98M Buy
13,758
+769
+6% +$111K 1.38% 26
2022
Q1
$1.99M Sell
12,989
-428
-3% -$65.4K 1.19% 26
2021
Q4
$2.2M Buy
13,417
+100
+0.8% +$16.4K 1.27% 25
2021
Q3
$1.86M Sell
13,317
-100
-0.7% -$14K 1.16% 27
2021
Q2
$1.81M Sell
13,417
-190
-1% -$25.6K 1.14% 27
2021
Q1
$1.85M Buy
13,607
+230
+2% +$31.2K 1.23% 25
2020
Q4
$1.86M Buy
13,377
+15
+0.1% +$2.09K 1.35% 26
2020
Q3
$1.86M Sell
13,362
-116
-0.9% -$16.1K 1.61% 21
2020
Q2
$1.61M Sell
13,478
-308
-2% -$36.8K 1.46% 23
2020
Q1
$1.52M Buy
13,786
+44
+0.3% +$4.84K 1.6% 19
2019
Q4
$1.72M Buy
+13,742
New +$1.72M 1.47% 22