Brown 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 | $369K | Sell |
2,319
-14
| -0.6% | -$2.23K | 0.11% | 73 |
|
|
2025
Q1 | $398K | Sell |
2,333
-277
| -11% | -$47.2K | 0.14% | 70 |
|
|
2024
Q4 | $438K | Buy |
2,610
+13
| +0.5% | +$2.18K | 0.16% | 53 |
|
|
2024
Q3 | $450K | Buy |
2,597
+66
| +3% | +$11.4K | 0.16% | 55 |
|
|
2024
Q2 | $417K | Sell |
2,531
-59
| -2% | -$9.73K | 0.17% | 57 |
|
|
2024
Q1 | $420K | Sell |
2,590
-336
| -11% | -$54.5K | 0.17% | 57 |
|
|
2023
Q4 | $429K | Sell |
2,926
-55
| -2% | -$8.06K | 0.19% | 58 |
|
|
2023
Q3 | $435K | Sell |
2,981
-165
| -5% | -$24.1K | 0.21% | 53 |
|
|
2023
Q2 | $477K | Buy |
+3,146
| New | +$477K | 0.25% | 59 |
|