Cherry Tree Wealth Management’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 | $588K | Sell |
3,688
-111
| -3% | -$17.7K | 0.14% | 83 |
|
|
2025
Q1 | $647K | Buy |
3,799
+43
| +1% | +$7.33K | 0.16% | 80 |
|
|
2024
Q4 | $630K | Buy |
3,756
+9
| +0.2% | +$1.51K | 0.16% | 79 |
|
|
2024
Q3 | $649K | Buy |
3,747
+2
| +0.1% | +$346 | 0.15% | 81 |
|
|
2024
Q2 | $618K | Buy |
3,745
+7
| +0.2% | +$1.15K | 0.16% | 78 |
|
|
2024
Q1 | $606K | Sell |
3,738
-115
| -3% | -$18.7K | 0.15% | 78 |
|
|
2023
Q4 | $565K | Sell |
3,853
-31
| -0.8% | -$4.54K | 0.15% | 76 |
|
|
2023
Q3 | $567K | Buy |
3,884
+2
| +0.1% | +$292 | 0.17% | 77 |
|
|
2023
Q2 | $589K | Buy |
+3,882
| New | +$589K | 0.17% | 73 |
|