Avantra Family Wealth’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
$306K Buy
1,923
+60
+3% +$9.56K 0.25% 103
2025
Q1
$317K Buy
1,863
+1
+0.1% +$170 0.3% 109
2024
Q4
$312K Buy
+1,862
New +$312K 0.29% 116