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 |
|