Curated Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$280K Sell
2025
Q1
$302K Buy
2024
Q4
$211K Hold
2024
Q3
$218K Hold
2024
Q2
$208K Buy
2024
Q1
Hold
2023
Q1
Sell
2022
Q4
$212K Buy
2022
Q2
Sell
2022
Q1
$764K Hold
2021
Q4
$764K Buy
2021
Q3
$651K Buy
2021
Q2
$623K Sell
2021
Q1
$699K Buy
2020
Q4
$582K Buy