CPA
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Capital Performance Advisors’s Procter & Gamble PG Stock Holding History

Capital Performance Advisors’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 		$674K Buy
4,229
+600
+17% +$95.6K 0.13% 81
2025
Q1 		$618K Buy
3,629
+1,862
+105% +$317K 0.14% 77
2024
Q4 		$296K Buy
1,767
+217
+14% +$36.4K 0.09% 96
2024
Q3 		$268K Buy
+1,550
New +$268K 0.08% 87