Burkett Financial Services’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 | $186K | Buy |
1,167
+8
| +0.7% | +$1.28K | 0.07% | 52 |
|
|
2025
Q1 | $198K | Buy |
1,159
+7
| +0.6% | +$1.19K | 0.08% | 47 |
|
|
2024
Q4 | $193K | Buy |
1,152
+6
| +0.5% | +$1.01K | 0.08% | 48 |
|
|
2024
Q3 | $198K | Buy |
1,146
+21
| +2% | +$3.64K | 0.08% | 46 |
|
|
2024
Q2 | $186K | Sell |
1,125
-234
| -17% | -$38.6K | 0.1% | 44 |
|
|
2024
Q1 | $221K | Buy |
1,359
+87
| +7% | +$14.1K | 0.11% | 41 |
|
|
2023
Q4 | $186K | Buy |
+1,272
| New | +$186K | 0.1% | 46 |
|