Central Valley Advisors’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 | $695K | Hold |
4,363
| – | – | 0.24% | 71 |
|
|
2025
Q1 | $744K | Sell |
4,363
-1,789
| -29% | -$305K | 0.28% | 66 |
|
|
2024
Q4 | $1.03M | Sell |
6,152
-70
| -1% | -$11.7K | 0.47% | 55 |
|
|
2024
Q3 | $1.08M | Sell |
6,222
-26
| -0.4% | -$4.5K | 0.61% | 46 |
|
|
2024
Q2 | $1.23M | Sell |
6,248
-420
| -6% | -$82.5K | 0.52% | 46 |
|
|
2024
Q1 | $1.08M | Buy |
6,668
+111
| +2% | +$18K | 0.56% | 53 |
|
|
2023
Q4 | $961K | Buy |
+6,557
| New | +$961K | 0.57% | 56 |
|