Curated 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 | $280K | Sell |
1,759
-14
| -0.8% | -$2.23K | 0.03% | 133 |
|
|
2025
Q1 | $302K | Buy |
1,773
+513
| +41% | +$87.4K | 0.04% | 124 |
|
|
2024
Q4 | $211K | Hold |
1,260
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $218K | Hold |
1,260
| – | – | 0.03% | 125 |
|
|
2024
Q2 | $208K | Buy |
+1,260
| New | +$208K | 0.03% | 129 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 104 |
|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$212K | – | 139 |
|
|
2022
Q4 | $212K | Buy |
+1,400
| New | +$212K | 0.05% | 119 |
|
|
2022
Q2 | – | Sell |
-4,669
| Closed | -$764K | – | 155 |
|
|
2022
Q1 | $764K | Hold |
4,669
| – | – | 0.26% | 47 |
|
|
2021
Q4 | $764K | Buy |
4,669
+15
| +0.3% | +$2.45K | 0.25% | 49 |
|
|
2021
Q3 | $651K | Buy |
4,654
+39
| +0.8% | +$5.46K | 0.36% | 52 |
|
|
2021
Q2 | $623K | Sell |
4,615
-545
| -11% | -$73.6K | 0.34% | 53 |
|
|
2021
Q1 | $699K | Buy |
5,160
+980
| +23% | +$133K | 0.43% | 42 |
|
|
2020
Q4 | $582K | Buy |
+4,180
| New | +$582K | 0.38% | 47 |
|