Canopy Partners’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
$984K Sell
6,175
-38
-0.6% -$6.05K 0.36% 62
2025
Q1
$1.06M Buy
6,213
+56
+0.9% +$9.54K 0.41% 56
2024
Q4
$1.03M Buy
6,157
+779
+14% +$131K 0.39% 56
2024
Q3
$931K Buy
5,378
+28
+0.5% +$4.85K 0.4% 57
2024
Q2
$882K Buy
5,350
+35
+0.7% +$5.77K 0.41% 53
2024
Q1
$862K Sell
5,315
-2,078
-28% -$337K 0.42% 52
2023
Q4
$1.08M Buy
+7,393
New +$1.08M 0.66% 31