CCG Wealth Management’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	$3.95M	Buy	27,333 +13,812	+102%	+$2.09M	1.07%	19
2025 Q4	$1.94M	Sell	13,521 -728	-5%	-$107K	0.83%	21
2025 Q3	$2.19M	Buy	14,249 +287	+2%	+$44.8K	1.03%	20
2025 Q2	$2.22M	Sell	13,962 -1,519	-10%	-$248K	1.17%	19
2025 Q1	$2.64M	Sell	15,481 -20,384	-57%	-$3.41M	1.58%	12
2024 Q4	$6.01M	Sell	35,865 -476	-1%	-$81.1K	3.35%	6
2024 Q3	$6.29M	Sell	36,341 -48,142	-57%	-$8.17M	3.52%	6
2024 Q2	$11.2M	Buy	84,483 +50,660	+150%	+$8.28M	6.34%	5
2024 Q1	$5.49M	Buy	33,823 +20,810	+160%	+$3.26M	3.31%	6
2023 Q4	$1.91M	Sell	13,013 -4,281	-25%	-$634K	1.28%	17
2023 Q3	$2.52M	Sell	17,294 -4,648	-21%	-$710K	1.65%	12
2023 Q2	$3.33M	Buy	21,942 +6,791	+45%	+$1.02M	2.09%	12
2023 Q1	$2.25M	Sell	15,151 -2,246	-13%	-$321K	1.49%	14
2022 Q4	$2.64M	Buy	17,397 +13,754	+378%	+$1.93M	1.47%	14
2022 Q3	$460K	Buy	3,643 +37	+1%	+$5.26K	0.28%	39
2022 Q2	$518K	Sell	3,606 -98	-3%	-$14.7K	0.29%	39
2022 Q1	$566K	Buy	+3,704	New	+$579K	0.28%	44
2020 Q1	–	Sell	-1,739	Closed	-$217K	–	82
2019 Q4	$217K	Buy	+1,739	New	+$213K	0.14%	93