Avaii Wealth Management’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 | $338K | Buy |
2,121
+188
| +10% | +$30K | 0.15% | 87 |
|
2025
Q1 | $329K | Buy |
1,933
+76
| +4% | +$13K | 0.18% | 81 |
|
2024
Q4 | $311K | Sell |
1,857
-32
| -2% | -$5.36K | 0.15% | 90 |
|
2024
Q3 | $327K | Sell |
1,889
-202
| -10% | -$35K | 0.17% | 88 |
|
2024
Q2 | $345K | Sell |
2,091
-18
| -0.9% | -$2.97K | 0.19% | 92 |
|
2024
Q1 | $342K | Buy |
2,109
+54
| +3% | +$8.76K | 0.2% | 95 |
|
2023
Q4 | $301K | Buy |
2,055
+343
| +20% | +$50.3K | 0.2% | 110 |
|
2023
Q3 | $250K | Buy |
1,712
+61
| +4% | +$8.9K | 0.19% | 116 |
|
2023
Q2 | $251K | Sell |
1,651
-15
| -0.9% | -$2.28K | 0.19% | 119 |
|
2023
Q1 | $248K | Sell |
1,666
-2
| -0.1% | -$297 | 0.22% | 110 |
|
2022
Q4 | $253K | Buy |
+1,668
| New | +$253K | 0.23% | 105 |
|