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 |
|