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Burling Wealth Partners’s Procter & Gamble PG Stock Holding History

Burling Wealth Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.32M Sell
33,400
-1,169
-3% -$186K 0.98% 29
2025
Q1 		$5.89M Sell
34,569
-1,433
-4% -$244K 1.24% 21
2024
Q4 		$6.04M Buy
+36,002
New +$6.04M 1.23% 21