Core 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 | $217K | Buy |
1,359
+28
| +2% | +$4.46K | 0.08% | 29 |
|
|
2025
Q1 | $227K | Sell |
1,331
-9
| -0.7% | -$1.53K | 0.09% | 27 |
|
|
2024
Q4 | $225K | Sell |
1,340
-13
| -1% | -$2.18K | 0.09% | 26 |
|
|
2024
Q3 | $223K | Hold |
1,353
| – | – | 0.09% | 23 |
|
|
2024
Q2 | $223K | Sell |
1,353
-51
| -4% | -$8.41K | 0.09% | 23 |
|
|
2024
Q1 | $228K | Buy |
+1,404
| New | +$228K | 0.1% | 19 |
|
|
2023
Q3 | – | Sell |
-2,007
| Closed | -$305K | – | 25 |
|
|
2023
Q2 | $305K | Hold |
2,007
| – | – | 0.15% | 17 |
|
|
2023
Q1 | $298K | Hold |
2,007
| – | – | 0.16% | 14 |
|
|
2022
Q4 | $304K | Buy |
+2,007
| New | +$304K | 0.17% | 14 |
|