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 |
|