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
2025
Q3
$64K Sell
2025
Q2
$71K Buy
2025
Q1
$61K Buy
2024
Q4
$16.4K Buy
2024
Q3
$14.8K Sell
2024
Q2
$14.1K Buy
2024
Q1
$13.9K Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold