Cypress Financial Planning’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 | $271K | Buy |
1,703
+17
| +1% | +$2.71K | 0.09% | 70 |
|
|
2025
Q1 | $287K | Sell |
1,686
-37
| -2% | -$6.3K | 0.1% | 66 |
|
|
2024
Q4 | $289K | Buy |
1,723
+93
| +6% | +$15.6K | 0.11% | 64 |
|
|
2024
Q3 | $282K | Buy |
1,630
+25
| +2% | +$4.33K | 0.1% | 61 |
|
|
2024
Q2 | $265K | Sell |
1,605
-361
| -18% | -$59.5K | 0.11% | 62 |
|
|
2024
Q1 | $319K | Buy |
+1,966
| New | +$319K | 0.15% | 52 |
|
|
2023
Q4 | – | Sell |
-1,958
| Closed | -$286K | – | 53 |
|
|
2023
Q3 | $286K | Hold |
1,958
| – | – | 0.16% | 48 |
|
|
2023
Q2 | $299K | Hold |
1,958
| – | – | 0.17% | 47 |
|
|
2023
Q1 | $293K | Hold |
1,958
| – | – | 0.18% | 44 |
|
|
2022
Q4 | $297K | Buy |
1,958
+9
| +0.5% | +$1.36K | 0.2% | 45 |
|
|
2022
Q3 | $246K | Buy |
1,949
+6
| +0.3% | +$757 | 0.17% | 47 |
|
|
2022
Q2 | $279K | Buy |
+1,943
| New | +$279K | 0.19% | 45 |
|