Core Wealth Partners’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 | $2.2M | Buy |
13,821
+2,745
| +25% | +$437K | 1.12% | 25 |
|
|
2025
Q1 | $1.89M | Buy |
11,076
+485
| +5% | +$82.7K | 1.1% | 23 |
|
|
2024
Q4 | $1.78M | Sell |
10,591
-73
| -0.7% | -$12.2K | 1.02% | 23 |
|
|
2024
Q3 | $1.85M | Buy |
10,664
+1,163
| +12% | +$201K | 1.12% | 21 |
|
|
2024
Q2 | $1.57M | Buy |
9,501
+3,850
| +68% | +$635K | 1.07% | 21 |
|
|
2024
Q1 | $917K | Buy |
5,651
+313
| +6% | +$50.8K | 0.69% | 34 |
|
|
2023
Q4 | $782K | Buy |
5,338
+156
| +3% | +$22.9K | 0.64% | 35 |
|
|
2023
Q3 | $756K | Sell |
5,182
-326
| -6% | -$47.6K | 0.69% | 31 |
|
|
2023
Q2 | $836K | Buy |
5,508
+330
| +6% | +$50.1K | 0.77% | 31 |
|
|
2023
Q1 | $770K | Sell |
5,178
-6,078
| -54% | -$904K | 0.77% | 30 |
|
|
2022
Q4 | $1.07M | Buy |
+11,256
| New | +$1.07M | 1.2% | 24 |
|