Blue Zone Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $640K | Buy |
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|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $662K | Buy |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $556K | Hold |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $590K | Hold |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $501K | Buy |
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