CIA
Compass Ion Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
4,483
+14
| +0.3% | +$2.23K | 0.08% | 135 |
|
|
2025
Q1 | $762K | Sell |
4,469
-71
| -2% | -$12.1K | 0.09% | 126 |
|
|
2024
Q4 | $761K | Buy |
4,540
+73
| +2% | +$12.2K | 0.09% | 124 |
|
|
2024
Q3 | $774K | Buy |
4,467
+184
| +4% | +$31.9K | 0.09% | 120 |
|
|
2024
Q2 | $695K | Hold |
4,283
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $695K | Sell |
4,283
-18
| -0.4% | -$2.92K | 0.1% | 113 |
|
|
2023
Q4 | $630K | Buy |
4,301
+44
| +1% | +$6.45K | 0.1% | 123 |
|
|
2023
Q3 | $621K | Buy |
+4,257
| New | +$621K | 0.11% | 126 |
|