Clearwater Capital Advisors’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
$581K Sell
3,647
-13
-0.4% -$2.07K 0.05% 99
2025
Q1
$624K Sell
3,660
-536
-13% -$91.3K 0.06% 97
2024
Q4
$703K Sell
4,196
-1,183
-22% -$198K 0.07% 88
2024
Q3
$932K Buy
5,379
+3,736
+227% +$647K 0.09% 81
2024
Q2
$271K Buy
+1,643
New +$271K 0.03% 136
2018
Q2
Sell
-1,946
Closed -$154K 456
2018
Q1
$154K Buy
+1,946
New +$154K 0.03% 195