Atria Wealth Solutions’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 | $8.88M | Sell |
55,657
-78,669
| -59% | -$12.6M | 0.2% | 114 |
|
|
2025
Q1 | $22.9M | Sell |
134,326
-15,018
| -10% | -$2.56M | 0.28% | 75 |
|
|
2024
Q4 | $25M | Sell |
149,344
-2,159
| -1% | -$362K | 0.27% | 74 |
|
|
2024
Q3 | $26.2M | Sell |
151,503
-1,977
| -1% | -$342K | 0.28% | 70 |
|
|
2024
Q2 | $25.3M | Sell |
153,480
-9,664
| -6% | -$1.59M | 0.28% | 69 |
|
|
2024
Q1 | $26.5M | Buy |
163,144
+7,641
| +5% | +$1.24M | 0.3% | 63 |
|
|
2023
Q4 | $22.8M | Buy |
155,503
+3,035
| +2% | +$445K | 0.29% | 72 |
|
|
2023
Q3 | $22.2M | Buy |
152,468
+400
| +0.3% | +$58.3K | 0.31% | 68 |
|
|
2023
Q2 | $23.1M | Sell |
152,068
-4,262
| -3% | -$647K | 0.31% | 67 |
|
|
2023
Q1 | $23.2M | Sell |
156,330
-901
| -0.6% | -$134K | 0.34% | 61 |
|
|
2022
Q4 | $23.8M | Buy |
157,231
+6,194
| +4% | +$939K | 0.38% | 53 |
|
|
2022
Q3 | $19.1M | Buy |
151,037
+86,853
| +135% | +$11M | 0.33% | 67 |
|
|
2022
Q2 | $9.23M | Sell |
64,184
-37,916
| -37% | -$5.45M | 0.17% | 123 |
|
|
2022
Q1 | $15.6M | Buy |
+102,100
| New | +$15.6M | 0.26% | 81 |
|