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