Claris Financial’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
$968K Buy
6,076
+967
+19% +$154K 0.73% 37
2025
Q1
$856K Hold
5,109
0.56% 44
2024
Q4
$856K Buy
+5,109
New +$856K 0.56% 44