Compass Ion Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
2025
Q1
$762K Sell
2024
Q4
$761K Buy
2024
Q3
$774K Buy
2024
Q2
$695K Hold
2024
Q1
$695K Sell
2023
Q4
$630K Buy
2023
Q3
$621K Buy