Cassia Capital Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Buy
2025
Q2
$1.03M Buy
2025
Q1
$1.09M Buy
2024
Q4
$1.01M Buy
2024
Q3
$754K Sell
2024
Q2
$766K Sell
2024
Q1
$888K Buy
2023
Q4
$670K Buy
2023
Q3
$642K Buy
2023
Q2
$657K Buy
2023
Q1
$573K Sell
2022
Q4
$595K Buy
2022
Q3
$322K Sell
2022
Q2
$540K Buy
2022
Q1
$563K Buy
2021
Q4
$594K Buy
2021
Q3
Sell
2021
Q2
$247K Buy
2021
Q1
$212K Buy