Capasso Planning 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
Sell
-1,183
Closed -$202K 95
2025
Q1
$202K Buy
+1,183
New +$202K 0.08% 99
2024
Q4
Sell
-1,469
Closed -$255K 137
2024
Q3
$255K Buy
1,469
+20
+1% +$3.47K 0.08% 132
2024
Q2
$239K Buy
+1,449
New +$239K 0.08% 127