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 |
|