Cascade Financial Partners’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 | $1.03M | Buy |
6,467
+1,811
| +39% | +$289K | 0.12% | 106 |
|
|
2025
Q1 | $793K | Buy |
4,656
+2,550
| +121% | +$435K | 0.1% | 119 |
|
|
2024
Q4 | $353K | Hold |
2,106
| – | – | 0.05% | 175 |
|
|
2024
Q3 | $357K | Hold |
2,106
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $347K | Sell |
2,106
-50
| -2% | -$8.25K | 0.05% | 165 |
|
|
2024
Q1 | $335K | Buy |
+2,156
| New | +$335K | 0.05% | 171 |
|