Capstone Wealth Management Group (Pennsylvania)’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
$1.02M Sell
6,410
-500
-7% -$79.7K 0.98% 24
2025
Q1
$1.18M Sell
6,910
-137
-2% -$23.3K 0.67% 36
2024
Q4
$1.18M Buy
7,047
+15
+0.2% +$2.52K 0.63% 41
2024
Q3
$1.22M Sell
7,032
-3,482
-33% -$603K 0.72% 34
2024
Q2
$1.73M Buy
10,514
+551
+6% +$90.9K 1.13% 26
2024
Q1
$1.62M Buy
9,963
+452
+5% +$73.3K 1.16% 21
2023
Q4
$1.39M Buy
9,511
+1,684
+22% +$247K 1.32% 18
2023
Q3
$1.14M Buy
7,827
+112
+1% +$16.3K 1.18% 23
2023
Q2
$1.17M Buy
7,715
+76
+1% +$11.5K 1.21% 20
2023
Q1
$1.14M Sell
7,639
-243
-3% -$36.1K 1.26% 17
2022
Q4
$1.19M Buy
7,882
+312
+4% +$47.3K 1.29% 20
2022
Q3
$956K Buy
7,570
+27
+0.4% +$3.41K 1.22% 23
2022
Q2
$1.09M Sell
7,543
-102
-1% -$14.7K 1.31% 22
2022
Q1
$1.17M Buy
7,645
+136
+2% +$20.8K 1.17% 21
2021
Q4
$1.23M Buy
+7,509
New +$1.23M 1% 24