Congress Wealth Management’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	$30.9M	Buy	194,084 +43,844	+29%	+$7.16M	0.3%	78
2025 Q1	$25.5M	Buy	150,240 +47,566	+46%	+$7.97M	0.31%	80
2024 Q4	$17.2M	Sell	102,674 -140	-0.1%	-$23.8K	0.24%	124
2024 Q3	$17.8M	Sell	102,814 -47,525	-32%	-$8.07M	0.24%	118
2024 Q2	$24.8M	Buy	150,339 +13,241	+10%	+$2.16M	0.39%	54
2024 Q1	$22.2M	Buy	137,098 +798	+0.6%	+$125K	0.38%	61
2023 Q4	$20M	Buy	136,300 +10,324	+8%	+$1.53M	0.37%	60
2023 Q3	$18.4M	Buy	125,976 +1,546	+1%	+$236K	0.38%	55
2023 Q2	$18.9M	Sell	124,430 -470	-0.4%	-$70.8K	0.44%	51
2023 Q1	$18.6M	Sell	124,900 -168	-0.1%	-$24K	0.45%	47
2022 Q4	$19M	Buy	125,068 +1,197	+1%	+$168K	0.49%	45
2022 Q3	$15.6M	Buy	123,871 +4,725	+4%	+$671K	0.42%	51
2022 Q2	$17.1M	Sell	119,146 -725	-0.6%	-$109K	0.44%	51
2022 Q1	$18.3M	Sell	119,871 -11,755	-9%	-$1.84M	0.4%	60
2021 Q4	$21.5M	Buy	+131,626	New	+$19.5M	0.43%	61