CarsonAllaria Wealth Management’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 | $111K | Sell |
695
-3
| -0.4% | -$479 | 0.06% | 100 |
|
|
2025
Q1 | $119K | Sell |
698
-39
| -5% | -$6.65K | 0.07% | 92 |
|
|
2024
Q4 | $124K | Sell |
737
-134
| -15% | -$22.5K | 0.07% | 91 |
|
|
2024
Q3 | $151K | Sell |
871
-619
| -42% | -$107K | 0.09% | 77 |
|
|
2024
Q2 | $246K | Sell |
1,490
-156
| -9% | -$25.7K | 0.15% | 56 |
|
|
2024
Q1 | $267K | Sell |
1,646
-620
| -27% | -$101K | 0.17% | 51 |
|
|
2023
Q4 | $332K | Sell |
2,266
-82
| -3% | -$12K | 0.24% | 43 |
|
|
2023
Q3 | $342K | Sell |
2,348
-29
| -1% | -$4.23K | 0.28% | 41 |
|
|
2023
Q2 | $361K | Buy |
2,377
+1
| +0% | +$152 | 0.28% | 42 |
|
|
2023
Q1 | $353K | Sell |
2,376
-74
| -3% | -$11K | 0.3% | 41 |
|
|
2022
Q4 | $371K | Buy |
2,450
+175
| +8% | +$26.5K | 0.32% | 39 |
|
|
2022
Q3 | $287K | Buy |
2,275
+11
| +0.5% | +$1.39K | 0.27% | 47 |
|
|
2022
Q2 | $326K | Buy |
2,264
+1,979
| +694% | +$285K | 0.3% | 42 |
|
|
2022
Q1 | $44K | Sell |
285
-1,061
| -79% | -$164K | 0.04% | 115 |
|
|
2021
Q4 | $220K | Buy |
+1,346
| New | +$220K | 0.19% | 59 |
|