AssuredPartners Investment 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	$742K	Sell	4,654 -4,365	-48%	-$695K	0.18%	102
2025 Q1	$1.54M	Sell	9,019 -615	-6%	-$105K	0.3%	96
2024 Q4	$1.62M	Buy	+9,634	New	+$1.62M	0.31%	87