Coastwise Capital Group’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
$855K Buy
5,369
+26
+0.5% +$4.14K 0.68% 39
2025
Q1
$910K Buy
5,343
+72
+1% +$12.3K 0.77% 36
2024
Q4
$884K Buy
5,271
+21
+0.4% +$3.52K 0.71% 38
2024
Q3
$909K Buy
5,250
+638
+14% +$111K 0.75% 35
2024
Q2
$761K Sell
4,612
-45
-1% -$7.42K 0.72% 37
2024
Q1
$756K Sell
4,657
-254
-5% -$41.2K 0.7% 40
2023
Q4
$720K Buy
4,911
+363
+8% +$53.2K 0.73% 40
2023
Q3
$663K Buy
4,548
+147
+3% +$21.4K 0.76% 43
2023
Q2
$668K Buy
4,401
+844
+24% +$128K 0.76% 38
2023
Q1
$529K Buy
3,557
+1,608
+83% +$239K 0.6% 47
2022
Q4
$295K Buy
+1,949
New +$295K 0.35% 81