Brown 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
$2.91M Sell
18,273
-2,217
-11% -$353K 1.14% 25
2025
Q1
$3.49M Buy
20,490
+890
+5% +$152K 1.44% 20
2024
Q4
$3.29M Buy
19,600
+8,905
+83% +$1.49M 1.32% 21
2024
Q3
$1.85M Sell
10,695
-1,453
-12% -$252K 0.76% 40
2024
Q2
$2M Buy
+12,148
New +$2M 0.9% 33