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