Biltmore 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
$913K Sell
5,727
-71
-1% -$11.3K 0.37% 27
2025
Q1
$988K Sell
5,798
-20
-0.3% -$3.41K 0.42% 22
2024
Q4
$975K Buy
5,818
+293
+5% +$49.1K 0.41% 24
2024
Q3
$957K Sell
5,525
-68
-1% -$11.8K 0.39% 25
2024
Q2
$922K Sell
5,593
-264
-5% -$43.5K 0.4% 25
2024
Q1
$858K Hold
5,857
0.41% 26
2023
Q4
$858K Buy
5,857
+35
+0.6% +$5.13K 0.41% 26
2023
Q3
$849K Buy
5,822
+413
+8% +$60.2K 0.41% 24
2023
Q2
$821K Buy
+5,409
New +$821K 0.35% 25