Blue Zone Wealth Advisors’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 | $607K | Sell |
3,809
-63
| -2% | -$10K | 0.15% | 68 |
|
|
2025
Q1 | $660K | Sell |
3,872
-75
| -2% | -$12.8K | 0.18% | 69 |
|
|
2024
Q4 | $662K | Buy |
3,947
+101
| +3% | +$16.9K | 0.19% | 70 |
|
|
2024
Q3 | $666K | Buy |
3,846
+37
| +1% | +$6.41K | 0.21% | 66 |
|
|
2024
Q2 | $628K | Sell |
3,809
-60
| -2% | -$9.9K | 0.22% | 64 |
|
|
2024
Q1 | $628K | Buy |
3,869
+60
| +2% | +$9.74K | 0.22% | 62 |
|
|
2023
Q4 | $558K | Hold |
3,809
| – | – | 0.22% | 59 |
|
|
2023
Q3 | $556K | Hold |
3,809
| – | – | 0.24% | 60 |
|
|
2023
Q2 | $578K | Buy |
3,809
+40
| +1% | +$6.07K | 0.27% | 57 |
|
|
2023
Q1 | $560K | Sell |
3,769
-124
| -3% | -$18.4K | 0.3% | 55 |
|
|
2022
Q4 | $590K | Hold |
3,893
| – | – | 0.32% | 55 |
|
|
2022
Q3 | $491K | Sell |
3,893
-8
| -0.2% | -$1.01K | 0.25% | 64 |
|
|
2022
Q2 | $561K | Sell |
3,901
-32
| -0.8% | -$4.6K | 0.25% | 63 |
|
|
2022
Q1 | $601K | Sell |
3,933
-72
| -2% | -$11K | 0.22% | 66 |
|
|
2021
Q4 | $655K | Buy |
4,005
+112
| +3% | +$18.3K | 0.22% | 67 |
|
|
2021
Q3 | $544K | Sell |
3,893
-71
| -2% | -$9.92K | 0.19% | 73 |
|
|
2021
Q2 | $535K | Buy |
3,964
+36
| +0.9% | +$4.86K | 0.2% | 68 |
|
|
2021
Q1 | $532K | Sell |
3,928
-173
| -4% | -$23.4K | 0.23% | 64 |
|
|
2020
Q4 | $571K | Sell |
4,101
-107
| -3% | -$14.9K | 0.28% | 54 |
|
|
2020
Q3 | $585K | Buy |
4,208
+89
| +2% | +$12.4K | 0.33% | 49 |
|
|
2020
Q2 | $493K | Buy |
4,119
+25
| +0.6% | +$2.99K | 0.28% | 46 |
|
|
2020
Q1 | $450K | Buy |
4,094
+82
| +2% | +$9.01K | 0.42% | 27 |
|
|
2019
Q4 | $501K | Buy |
+4,012
| New | +$501K | 0.32% | 31 |
|