Consilio Wealth Advisors’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 | $342K | Sell |
2,140
-84
| -4% | -$13.4K | 0.12% | 49 |
|
|
2025
Q1 | $379K | Buy |
2,224
+4
| +0.2% | +$682 | 0.16% | 44 |
|
|
2024
Q4 | $372K | Sell |
2,220
-75
| -3% | -$12.6K | 0.15% | 44 |
|
|
2024
Q3 | $398K | Buy |
2,295
+512
| +29% | +$88.7K | 0.16% | 42 |
|
|
2024
Q2 | $294K | Buy |
1,783
+37
| +2% | +$6.11K | 0.13% | 46 |
|
|
2024
Q1 | $283K | Buy |
1,746
+379
| +28% | +$61.5K | 0.13% | 49 |
|
|
2023
Q4 | $200K | Buy |
+1,367
| New | +$200K | 0.1% | 53 |
|
|
2023
Q3 | – | Sell |
-1,347
| Closed | -$204K | – | 50 |
|
|
2023
Q2 | $204K | Buy |
+1,347
| New | +$204K | 0.11% | 48 |
|