CFS Investment Advisory Services’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
$4.42M Sell
27,747
-353
-1% -$56.2K 0.36% 66
2025
Q1
$4.79M Sell
28,100
-1,163
-4% -$198K 0.43% 52
2024
Q4
$4.91M Buy
29,263
+1,432
+5% +$240K 0.44% 50
2024
Q3
$4.82M Sell
27,831
-29,213
-51% -$5.06M 0.41% 51
2024
Q2
$9.41M Buy
+57,044
New +$9.41M 0.76% 28
2023
Q3
Sell
-28,119
Closed -$4.27M 227
2023
Q2
$4.27M Buy
+28,119
New +$4.27M 0.55% 34
2022
Q3
Sell
-26,317
Closed -$3.78M 330
2022
Q2
$3.78M Sell
26,317
-4,048,972
-99% -$582M 0.58% 34
2022
Q1
$642K Buy
4,075,289
+4,048,566
+15,150% +$638K 2.79% 8
2021
Q4
$4.29M Buy
26,723
+48
+0.2% +$7.7K 0.58% 33
2021
Q3
$3.73M Buy
+26,675
New +$3.73M 0.51% 39
2020
Q4
$3.02M Buy
+21,681
New +$3.02M 0.48% 37