Carolinas Wealth Consulting’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
Sell
-82,783
Closed -$536K 683
2025
Q1
$536K Sell
82,783
-1,011
-1% -$6.55K 0.12% 94
2024
Q4
$698K Buy
83,794
+12
+0% +$100 0.14% 86
2024
Q3
$717K Buy
83,782
+12,426
+17% +$106K 0.13% 85
2024
Q2
$652K Sell
71,356
-414
-0.6% -$3.78K 0.13% 87
2024
Q1
$710K Sell
71,770
-21,305
-23% -$211K 0.14% 79
2023
Q4
$732K Sell
93,075
-478
-0.5% -$3.76K 0.16% 70
2023
Q3
$819K Sell
93,553
-247
-0.3% -$2.16K 0.2% 63
2023
Q2
$865K Buy
93,800
+5
+0% +$46 0.17% 77
2023
Q1
$848K Buy
93,795
+654
+0.7% +$5.92K 0.18% 75
2022
Q4
$870K Buy
93,141
+261
+0.3% +$2.44K 0.2% 68
2022
Q3
$706K Sell
92,880
-24
-0% -$182 0.18% 64
2022
Q2
$796K Buy
92,904
+87,906
+1,759% +$753K 0.2% 63
2022
Q1
$764K Sell
4,998
-374
-7% -$57.2K 0.17% 71
2021
Q4
$879K Buy
5,372
+628
+13% +$103K 0.19% 62
2021
Q3
$663K Sell
4,744
-735
-13% -$103K 0.15% 70
2021
Q2
$739K Sell
5,479
-378
-6% -$51K 0.16% 66
2021
Q1
$793K Sell
5,857
-268
-4% -$36.3K 0.19% 58
2020
Q4
$852K Sell
6,125
-157
-2% -$21.8K 0.23% 51
2020
Q3
$873K Buy
6,282
+1,994
+47% +$277K 0.29% 46
2020
Q2
$513K Buy
4,288
+15
+0.4% +$1.8K 0.2% 56
2020
Q1
$470K Buy
4,273
+2,333
+120% +$257K 0.25% 54
2019
Q4
$240K Buy
+1,940
New +$240K 0.25% 53