Benchmark Financial Wealth 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 | $255K | Sell |
1,603
-135
| -8% | -$21.5K | 0.08% | 94 |
|
|
2025
Q1 | $296K | Sell |
1,738
-63
| -3% | -$10.7K | 0.11% | 82 |
|
|
2024
Q4 | $302K | Sell |
1,801
-31
| -2% | -$5.2K | 0.1% | 77 |
|
|
2024
Q3 | $317K | Buy |
1,832
+182
| +11% | +$31.5K | 0.11% | 74 |
|
|
2024
Q2 | $272K | Sell |
1,650
-20
| -1% | -$3.3K | 0.1% | 76 |
|
|
2024
Q1 | $271K | Buy |
+1,670
| New | +$271K | 0.1% | 72 |
|