CPL
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Capital & Planning LLC’s Procter & Gamble PG Stock Holding History

Capital & Planning LLC’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 		$4.39M Buy
27,556
+840
+3% +$134K 2.98% 11
2025
Q1 		$4.55M Buy
26,716
+906
+4% +$154K 3.38% 11
2024
Q4 		$4.33M Buy
+25,810
New +$4.33M 3.16% 10