Cherrydale 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 | $246K | Sell |
1,542
-291
| -16% | -$46.4K | 0.09% | 61 |
|
|
2025
Q1 | $312K | Sell |
1,833
-114
| -6% | -$19.4K | 0.12% | 52 |
|
|
2024
Q4 | $326K | Buy |
1,947
+132
| +7% | +$22.1K | 0.13% | 51 |
|
|
2024
Q3 | $314K | Hold |
1,815
| – | – | 0.13% | 48 |
|
|
2024
Q2 | $299K | Buy |
1,815
+306
| +20% | +$50.5K | 0.13% | 50 |
|
|
2024
Q1 | $245K | Buy |
+1,509
| New | +$245K | 0.11% | 50 |
|