Bennett Associates 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
$226K Buy
+1,420
New +$226K 0.17% 47
2025
Q1
Sell
-1,665
Closed -$279K 49
2024
Q4
$279K Buy
+1,665
New +$279K 0.23% 43
2024
Q1
Sell
-3,170
Closed -$465K 41
2023
Q4
$465K Buy
+3,170
New +$465K 0.45% 29