Consilium Wealth Advisory’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 | $493K | Hold |
3,096
| – | – | 0.21% | 66 |
|
|
2025
Q1 | $528K | Buy |
3,096
+96
| +3% | +$16.4K | 0.26% | 56 |
|
|
2024
Q4 | $503K | Hold |
3,000
| – | – | 0.24% | 59 |
|
|
2024
Q3 | $520K | Hold |
3,000
| – | – | 0.28% | 56 |
|
|
2024
Q2 | $495K | Hold |
3,000
| – | – | 0.27% | 57 |
|
|
2024
Q1 | $487K | Hold |
3,000
| – | – | 0.27% | 58 |
|
|
2023
Q4 | $440K | Hold |
3,000
| – | – | 0.26% | 60 |
|
|
2023
Q3 | $438K | Hold |
3,000
| – | – | 0.31% | 57 |
|
|
2023
Q2 | $455K | Hold |
3,000
| – | – | 0.32% | 57 |
|
|
2023
Q1 | $446K | Hold |
3,000
| – | – | 0.38% | 53 |
|
|
2022
Q4 | $455K | Hold |
3,000
| – | – | 0.39% | 52 |
|
|
2022
Q3 | $379K | Sell |
3,000
-52
| -2% | -$6.57K | 0.42% | 52 |
|
|
2022
Q2 | $439K | Hold |
3,052
| – | – | 0.47% | 55 |
|
|
2022
Q1 | $466K | Buy |
3,052
+10
| +0.3% | +$1.53K | 0.33% | 60 |
|
|
2021
Q4 | $498K | Buy |
+3,042
| New | +$498K | 0.32% | 62 |
|