Carmel Capital Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,252
Closed -$359K 147
2025
Q2
$359K Sell
2,252
-142
-6% -$23.2K 0.13% 106
2025
Q1
$408K Buy
2,394
+270
+13% +$45.2K 0.16% 106
2024
Q4
$356K Buy
2,124
+42
+2% +$7.15K 0.14% 110
2024
Q3
$361K Buy
2,082
+165
+9% +$28K 0.14% 114
2024
Q2
$316K Buy
1,917
+170
+10% +$27.8K 0.13% 113
2024
Q1
$283K Buy
1,747
+48
+3% +$7.53K 0.12% 118
2023
Q4
$249K Sell
1,699
-430
-20% -$63.7K 0.13% 127
2023
Q3
$311K Buy
2,129
+393
+23% +$60K 0.14% 107
2023
Q2
$263K Buy
1,736
+89
+5% +$13.4K 0.14% 102
2023
Q1
$245K Buy
+1,647
New +$235K 0.14% 117

Other funds holding PG