Copperleaf Capital’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 | $215K | Buy |
1,352
+100
| +8% | +$15.9K | 0.11% | 107 |
|
|
2025
Q1 | $213K | Buy |
+1,252
| New | +$213K | 0.13% | 102 |
|
|
2023
Q4 | – | Sell |
-1,398
| Closed | -$204K | – | 88 |
|
|
2023
Q3 | $204K | Buy |
+1,398
| New | +$204K | 0.22% | 77 |
|
|
2022
Q3 | – | Sell |
-1,516
| Closed | -$218K | – | 74 |
|
|
2022
Q2 | $218K | Buy |
1,516
+203
| +15% | +$29.2K | 0.22% | 59 |
|
|
2022
Q1 | $201K | Buy |
+1,313
| New | +$201K | 0.18% | 59 |
|