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
2025
Q2
$588K Sell
2025
Q1
$647K Buy
2024
Q4
$630K Buy
2024
Q3
$649K Buy
2024
Q2
$618K Buy
2024
Q1
$606K Sell
2023
Q4
$565K Sell
2023
Q3
$567K Buy
2023
Q2
$589K Buy