B.O.S.S. Retirement Advisors’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 | $223K | Buy |
+1,400
| New | +$223K | 0.06% | 177 |
|
|
2025
Q1 | – | Sell |
-1,287
| Closed | -$216K | – | 185 |
|
|
2024
Q4 | $216K | Sell |
1,287
-31,545
| -96% | -$5.29M | 0.06% | 167 |
|
|
2024
Q3 | $5.69M | Buy |
32,832
+4,481
| +16% | +$776K | 1.15% | 23 |
|
|
2024
Q2 | $4.68M | Buy |
28,351
+9,223
| +48% | +$1.52M | 1.2% | 19 |
|
|
2024
Q1 | $2.8M | Sell |
19,128
-1,403
| -7% | -$206K | 1.07% | 27 |
|
|
2023
Q4 | $3.01M | Buy |
20,531
+1,774
| +9% | +$260K | 0.58% | 41 |
|
|
2023
Q3 | $2.74M | Buy |
18,757
+1,862
| +11% | +$272K | 0.59% | 43 |
|
|
2023
Q2 | $2.56M | Sell |
16,895
-2,805
| -14% | -$426K | 0.55% | 43 |
|
|
2023
Q1 | $2.93M | Buy |
19,700
+1,401
| +8% | +$208K | 0.69% | 35 |
|
|
2022
Q4 | $2.77M | Buy |
+18,299
| New | +$2.77M | 0.71% | 34 |
|