Aviso 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 | $924K | Buy |
5,803
+222
| +4% | +$35.4K | 0.43% | 58 |
|
|
2025
Q1 | $951K | Buy |
5,581
+158
| +3% | +$26.9K | 0.51% | 54 |
|
|
2024
Q4 | $909K | Buy |
5,423
+3,547
| +189% | +$595K | 0.46% | 59 |
|
|
2024
Q3 | $325K | Sell |
1,876
-1,146
| -38% | -$198K | 0.18% | 109 |
|
|
2024
Q2 | $498K | Sell |
3,022
-212
| -7% | -$35K | 0.3% | 77 |
|
|
2024
Q1 | $525K | Sell |
3,234
-486
| -13% | -$78.9K | 0.33% | 79 |
|
|
2023
Q4 | $545K | Buy |
+3,720
| New | +$545K | 0.4% | 61 |
|