Axim Planning & 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 | $885K | Sell |
5,554
-25
| -0.4% | -$3.98K | 0.81% | 8 |
|
|
2025
Q1 | $951K | Sell |
5,579
-1,003
| -15% | -$171K | 0.84% | 4 |
|
|
2024
Q4 | $1.1M | Sell |
6,582
-87
| -1% | -$14.6K | 1.17% | 4 |
|
|
2024
Q3 | $1.16M | Buy |
6,669
+29
| +0.4% | +$5.02K | 1.3% | 4 |
|
|
2024
Q2 | $1.1M | Sell |
6,640
-823
| -11% | -$136K | 1.31% | 5 |
|
|
2024
Q1 | $1.21M | Sell |
7,463
-32
| -0.4% | -$5.19K | 0.98% | 5 |
|
|
2023
Q4 | $1.1M | Sell |
7,495
-30
| -0.4% | -$4.4K | 1% | 5 |
|
|
2023
Q3 | $1.1M | Buy |
7,525
+590
| +9% | +$86.1K | 0.97% | 4 |
|
|
2023
Q2 | $1.05M | Buy |
6,935
+262
| +4% | +$39.8K | 0.95% | 6 |
|
|
2023
Q1 | $992K | Sell |
6,673
-965
| -13% | -$143K | 0.98% | 6 |
|
|
2022
Q4 | $1.16M | Sell |
7,638
-1,161
| -13% | -$176K | 1.19% | 8 |
|
|
2022
Q3 | $1.11M | Buy |
8,799
+8,512
| +2,966% | +$1.07M | 1.09% | 7 |
|
|
2022
Q2 | $41K | Buy |
+287
| New | +$41K | 0.03% | 50 |
|