Cherry Tree 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	$524K	Sell	3,630 -471	-11%	-$71.4K	0.11%	92
2025 Q4	$588K	Buy	4,101 +410	+11%	+$60.5K	0.12%	88
2025 Q3	$567K	Buy	3,691 +3	+0.1%	+$469	0.12%	87
2025 Q2	$588K	Sell	3,688 -111	-3%	-$18.1K	0.14%	83
2025 Q1	$647K	Buy	3,799 +43	+1%	+$7.2K	0.16%	80
2024 Q4	$630K	Buy	3,756 +9	+0.2%	+$1.53K	0.16%	79
2024 Q3	$649K	Buy	3,747 +2	+0.1%	+$340	0.15%	81
2024 Q2	$618K	Buy	3,745 +7	+0.2%	+$1.14K	0.16%	78
2024 Q1	$606K	Sell	3,738 -115	-3%	-$18K	0.15%	78
2023 Q4	$565K	Sell	3,853 -31	-0.8%	-$4.59K	0.15%	76
2023 Q3	$567K	Buy	3,884 +2	+0.1%	+$305	0.17%	77
2023 Q2	$589K	Buy	+3,882	New	+$585K	0.17%	73