Barlow Wealth Partners’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
$1.43M Sell
8,859
-168
-2% -$27.1K 0.17% 49
2025
Q1
$1.45M Buy
9,027
+1,005
+13% +$162K 0.19% 49
2024
Q4
$1.28M Sell
8,022
-966
-11% -$154K 0.16% 53
2024
Q3
$1.5M Sell
8,988
-139
-2% -$23.2K 0.2% 57
2024
Q2
$1.53M Buy
9,127
+2
+0% +$336 0.21% 55
2024
Q1
$1.42M Buy
9,125
+290
+3% +$45K 0.19% 62
2023
Q4
$1.29M Buy
+8,835
New +$1.29M 0.18% 62