Cetera Trust Company’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 | $345K | Hold |
2,168
| – | – | 0.21% | 87 |
|
2025
Q1 | $369K | Hold |
2,168
| – | – | 0.24% | 72 |
|
2024
Q4 | $363K | Sell |
2,168
-50
| -2% | -$8.38K | 0.24% | 74 |
|
2024
Q3 | $384K | Hold |
2,218
| – | – | 0.24% | 77 |
|
2024
Q2 | $366K | Sell |
2,218
-350
| -14% | -$57.7K | 0.23% | 74 |
|
2024
Q1 | $417K | Hold |
2,568
| – | – | 0.25% | 67 |
|
2023
Q4 | $376K | Buy |
+2,568
| New | +$376K | 0.23% | 72 |
|