Crestmont 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	$263K	Buy	1,650 +28	+2%	+$4.46K	0.1%	64
2025 Q1	$276K	Buy	1,622 +162	+11%	+$27.6K	0.12%	59
2024 Q4	$245K	Sell	1,460 -329	-18%	-$55.2K	0.11%	61
2024 Q3	$310K	Buy	1,789 +32	+2%	+$5.54K	0.14%	55
2024 Q2	$290K	Buy	+1,757	New	+$290K	0.14%	55