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 |
|