Cassady Schiller Wealth Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$14.2M Sell
2024
Q3
$15M Buy
2024
Q2
$13.5M Sell
2024
Q1
$13.3M Sell
2023
Q4
$12.5M Sell
2023
Q3
$12.8M Sell
2023
Q2
$13.5M Sell
2023
Q1
$14.4M Buy
2022
Q4
$13.8M Sell
2022
Q3
$15.6M Buy
2022
Q2
$17.7M Buy
2022
Q1
$18.1M Buy
2021
Q4
$16.8M Buy