Cove Private Wealth’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 | $1.46M | Buy |
9,162
+4,852
| +113% | +$773K | 0.51% | 47 |
|
|
2025
Q1 | $735K | Buy |
4,310
+2,510
| +139% | +$428K | 0.39% | 67 |
|
|
2024
Q4 | $302K | Hold |
1,800
| – | – | 0.18% | 90 |
|
|
2024
Q3 | $312K | Hold |
1,800
| – | – | 0.24% | 68 |
|
|
2024
Q2 | $297K | Hold |
1,800
| – | – | 0.24% | 69 |
|
|
2024
Q1 | $292K | Hold |
1,800
| – | – | 0.25% | 66 |
|
|
2023
Q4 | $264K | Buy |
+1,800
| New | +$264K | 0.25% | 68 |
|