Cornerstone Planning Group’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
$360K Buy
2,394
+634
+36% +$95.4K 0.07% 60
2025
Q1
$292K Buy
1,760
+975
+124% +$162K 0.07% 67
2024
Q4
$133K Buy
785
+8
+1% +$1.36K 0.03% 95
2024
Q3
$130K Sell
777
-518
-40% -$86.5K 0.03% 96
2024
Q2
$217K Buy
1,295
+523
+68% +$87.8K 0.06% 73
2024
Q1
$127K Sell
772
-9
-1% -$1.48K 0.04% 105
2023
Q4
$114K Sell
781
-11
-1% -$1.61K 0.04% 109
2023
Q3
$116K Sell
792
-27
-3% -$3.94K 0.04% 108
2023
Q2
$124K Buy
+819
New +$124K 0.05% 115
2022
Q4
$174K Buy
+1,219
New +$174K 0.07% 108