Catalyst 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
$4.18M Sell
26,234
-5,631
-18% -$897K 0.46% 25
2025
Q1
$5.43M Buy
31,865
+150
+0.5% +$25.6K 1% 14
2024
Q4
$5.32M Buy
31,715
+14,432
+84% +$2.42M 1% 17
2024
Q3
$2.99M Buy
17,283
+303
+2% +$52.5K 0.59% 26
2024
Q2
$2.8M Buy
16,980
+2,837
+20% +$468K 0.62% 27
2024
Q1
$2.22M Buy
14,143
+132
+0.9% +$20.7K 0.57% 27
2023
Q4
$2.05M Buy
14,011
+500
+4% +$73.3K 0.58% 28
2023
Q3
$1.97M Buy
13,511
+1,106
+9% +$161K 0.64% 27
2023
Q2
$1.88M Buy
12,405
+933
+8% +$142K 0.67% 24
2023
Q1
$1.71M Buy
11,472
+919
+9% +$137K 0.73% 25
2022
Q4
$1.6M Buy
+10,553
New +$1.6M 0.82% 23