Brass Tax 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
$9.17M Buy
57,537
+1,348
+2% +$215K 1.77% 15
2025
Q1
$9.58M Buy
56,189
+4,426
+9% +$754K 2.01% 15
2024
Q4
$8.68M Buy
51,763
+314
+0.6% +$52.6K 1.83% 15
2024
Q3
$8.91M Buy
51,449
+1,998
+4% +$346K 1.91% 15
2024
Q2
$8.16M Buy
49,451
+5,189
+12% +$856K 3.52% 7
2024
Q1
$7.18M Buy
+44,262
New +$7.18M 3.74% 6