Catalyst Private Wealth’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 | $272K | Buy |
1,710
+476
| +39% | +$75.8K | 0.12% | 67 |
|
2025
Q1 | $210K | Hold |
1,234
| – | – | 0.1% | 75 |
|
2024
Q4 | $207K | Buy |
+1,234
| New | +$207K | 0.09% | 81 |
|
2024
Q2 | – | Sell |
-1,545
| Closed | -$251K | – | 82 |
|
2024
Q1 | $251K | Buy |
+1,545
| New | +$251K | 0.13% | 66 |
|
2020
Q4 | – | Sell |
-139
| Closed | -$19K | – | 215 |
|
2020
Q3 | $19K | Buy |
+139
| New | +$19K | 0.02% | 170 |
|