Berry Wealth Group’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 | $700K | Buy |
4,391
+122
| +3% | +$19.4K | 0.49% | 38 |
|
|
2025
Q1 | $727K | Buy |
4,269
+1,026
| +32% | +$175K | 0.57% | 36 |
|
|
2024
Q4 | $544K | Buy |
3,243
+155
| +5% | +$26K | 0.39% | 40 |
|
|
2024
Q3 | $535K | Sell |
3,088
-20
| -0.6% | -$3.46K | 0.38% | 39 |
|
|
2024
Q2 | $513K | Buy |
3,108
+388
| +14% | +$64K | 0.41% | 38 |
|
|
2024
Q1 | $441K | Buy |
2,720
+1,074
| +65% | +$174K | 0.37% | 37 |
|
|
2023
Q4 | $241K | Buy |
+1,646
| New | +$241K | 0.22% | 54 |
|