Carr Financial Group’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
$406K Sell
2,551
-12
-0.5% -$1.91K 0.12% 113
2025
Q1
$437K Buy
2,563
+187
+8% +$31.9K 0.14% 102
2024
Q4
$398K Sell
2,376
-81
-3% -$13.6K 0.12% 119
2024
Q3
$426K Buy
2,457
+355
+17% +$61.5K 0.12% 120
2024
Q2
$347K Buy
2,102
+17
+0.8% +$2.8K 0.11% 135
2024
Q1
$338K Buy
2,085
+214
+11% +$34.7K 0.11% 138
2023
Q4
$274K Hold
1,871
0.1% 136
2023
Q3
$281K Sell
1,871
-766
-29% -$115K 0.11% 131
2023
Q2
$400K Sell
2,637
-368
-12% -$55.8K 0.16% 105
2023
Q1
$447K Sell
3,005
-75
-2% -$11.2K 0.2% 92
2022
Q4
$467K Buy
+3,080
New +$467K 0.25% 88