Bright Financial 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 | $321K | Sell |
2,015
-1,240
| -38% | -$198K | 0.18% | 43 |
|
|
2025
Q1 | $555K | Buy |
3,255
+1,240
| +62% | +$211K | 0.34% | 34 |
|
|
2024
Q4 | $338K | Hold |
2,015
| – | – | 0.21% | 43 |
|
|
2024
Q3 | $349K | Hold |
2,015
| – | – | 0.22% | 36 |
|
|
2024
Q2 | $332K | Sell |
2,015
-1
| -0% | -$165 | 0.23% | 37 |
|
|
2024
Q1 | $330K | Buy |
+2,016
| New | +$330K | 0.25% | 33 |
|