Congress 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 | $30.9M | Buy |
194,084
+43,844
| +29% | +$6.99M | 0.3% | 78 |
|
|
2025
Q1 | $25.5M | Buy |
150,240
+47,566
| +46% | +$8.07M | 0.31% | 80 |
|
|
2024
Q4 | $17.2M | Sell |
102,674
-140
| -0.1% | -$23.5K | 0.24% | 124 |
|
|
2024
Q3 | $17.8M | Sell |
102,814
-47,525
| -32% | -$8.23M | 0.24% | 118 |
|
|
2024
Q2 | $24.8M | Buy |
150,339
+13,241
| +10% | +$2.18M | 0.39% | 54 |
|
|
2024
Q1 | $22.2M | Buy |
137,098
+798
| +0.6% | +$129K | 0.38% | 61 |
|
|
2023
Q4 | $20M | Buy |
136,300
+10,324
| +8% | +$1.51M | 0.37% | 60 |
|
|
2023
Q3 | $18.4M | Buy |
125,976
+1,546
| +1% | +$226K | 0.38% | 55 |
|
|
2023
Q2 | $18.9M | Sell |
124,430
-470
| -0.4% | -$71.3K | 0.44% | 51 |
|
|
2023
Q1 | $18.6M | Sell |
124,900
-168
| -0.1% | -$25K | 0.45% | 47 |
|
|
2022
Q4 | $19M | Buy |
125,068
+1,197
| +1% | +$181K | 0.49% | 45 |
|
|
2022
Q3 | $15.6M | Buy |
123,871
+4,725
| +4% | +$597K | 0.42% | 51 |
|
|
2022
Q2 | $17.1M | Sell |
119,146
-725
| -0.6% | -$104K | 0.44% | 51 |
|
|
2022
Q1 | $18.3M | Sell |
119,871
-11,755
| -9% | -$1.8M | 0.4% | 60 |
|
|
2021
Q4 | $21.5M | Buy |
+131,626
| New | +$21.5M | 0.43% | 61 |
|