Buck Wealth Strategies’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 | $10.2M | Buy |
63,793
+7,058
| +12% | +$1.12M | 1.55% | 27 |
|
2025
Q1 | $9.67M | Buy |
56,735
+5,803
| +11% | +$989K | 1.76% | 23 |
|
2024
Q4 | $8.54M | Buy |
50,932
+13,756
| +37% | +$2.31M | 1.77% | 30 |
|
2024
Q3 | $6.44M | Sell |
37,176
-4,608
| -11% | -$798K | 2.03% | 27 |
|
2024
Q2 | $6.89M | Buy |
+41,784
| New | +$6.89M | 2.03% | 27 |
|
2024
Q1 | – | Sell |
-46,881
| Closed | -$6.87M | – | 96 |
|
2023
Q4 | $6.87M | Buy |
46,881
+7,864
| +20% | +$1.15M | 2.55% | 22 |
|
2023
Q3 | $5.69M | Sell |
39,017
-205
| -0.5% | -$29.9K | 2.29% | 18 |
|
2023
Q2 | $5.95M | Buy |
39,222
+2,066
| +6% | +$313K | 2.58% | 9 |
|
2023
Q1 | $5.52M | Buy |
+37,156
| New | +$5.52M | 2.69% | 6 |
|
2022
Q3 | $5.25M | Buy |
+35,989
| New | +$5.25M | 2.46% | 17 |
|