Boyd 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 | $603K | Sell |
3,786
-326
| -8% | -$51.9K | 0.26% | 29 |
|
2025
Q1 | $701K | Hold |
4,112
| – | – | 0.35% | 25 |
|
2024
Q4 | $689K | Sell |
4,112
-28
| -0.7% | -$4.69K | 0.34% | 28 |
|
2024
Q3 | $717K | Sell |
4,140
-35
| -0.8% | -$6.06K | 0.36% | 28 |
|
2024
Q2 | $689K | Hold |
4,175
| – | – | 0.38% | 27 |
|
2024
Q1 | $677K | Hold |
4,175
| – | – | 0.39% | 28 |
|
2023
Q4 | $612K | Sell |
4,175
-215
| -5% | -$31.5K | 0.38% | 28 |
|
2023
Q3 | $640K | Buy |
4,390
+144
| +3% | +$21K | 0.43% | 27 |
|
2023
Q2 | $644K | Hold |
4,246
| – | – | 0.39% | 28 |
|
2023
Q1 | $631K | Hold |
4,246
| – | – | 0.44% | 27 |
|
2022
Q4 | $644K | Sell |
4,246
-47
| -1% | -$7.12K | 0.47% | 26 |
|
2022
Q3 | $542K | Sell |
4,293
-5
| -0.1% | -$631 | 0.43% | 29 |
|
2022
Q2 | $618K | Hold |
4,298
| – | – | 0.5% | 28 |
|
2022
Q1 | $657K | Sell |
4,298
-220
| -5% | -$33.6K | 0.49% | 22 |
|
2021
Q4 | $739K | Buy |
+4,518
| New | +$739K | 0.54% | 24 |
|