Compass Wealth Management’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 | $1.52M | Sell |
9,540
-8
| -0.1% | -$1.28K | 0.36% | 73 |
|
|
2025
Q1 | $1.63M | Hold |
9,548
| – | – | 0.41% | 69 |
|
|
2024
Q4 | $1.6M | Hold |
9,548
| – | – | 0.39% | 73 |
|
|
2024
Q3 | $1.65M | Sell |
9,548
-215
| -2% | -$37.2K | 0.39% | 75 |
|
|
2024
Q2 | $1.61M | Sell |
9,763
-89
| -0.9% | -$14.7K | 0.4% | 74 |
|
|
2024
Q1 | $1.6M | Sell |
9,852
-175
| -2% | -$28.4K | 0.4% | 77 |
|
|
2023
Q4 | $1.47M | Sell |
10,027
-100
| -1% | -$14.7K | 0.41% | 76 |
|
|
2023
Q3 | $1.48M | Sell |
10,127
-45
| -0.4% | -$6.56K | 0.46% | 70 |
|
|
2023
Q2 | $1.54M | Sell |
10,172
-9
| -0.1% | -$1.37K | 0.47% | 68 |
|
|
2023
Q1 | $1.51M | Sell |
10,181
-100
| -1% | -$14.9K | 0.48% | 69 |
|
|
2022
Q4 | $1.56M | Buy |
+10,281
| New | +$1.56M | 0.51% | 65 |
|