CBIZ Investment Advisory Services’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.3K	Sell	307 -331	-52%	-$50.2K	﹤0.01%	97
2025 Q4	$91.4K	Buy	638 +221	+53%	+$32.6K	﹤0.01%	94
2025 Q3	$64K	Sell	417 -29	-7%	-$4.53K	﹤0.01%	106
2025 Q2	$71K	Buy	446 +88	+25%	+$14.4K	﹤0.01%	101
2025 Q1	$61K	Buy	358 +260	+265%	+$43.5K	﹤0.01%	103
2024 Q4	$16.4K	Buy	98 +13	+15%	+$2.21K	﹤0.01%	238
2024 Q3	$14.8K	Sell	85 -1	-1%	-$170	﹤0.01%	236
2024 Q2	$14.1K	Buy	86 +1	+1%	+$163	﹤0.01%	218
2024 Q1	$13.9K	Buy	+85	New	+$13.3K	﹤0.01%	229
2020 Q4	–	Hold	0	–	–	–	48
2020 Q3	–	Hold	0	–	–	–	47
2020 Q2	–	Hold	0	–	–	–	55
2020 Q1	–	Hold	0	–	–	–	60
2019 Q4	–	Hold	0	–	–	–	65