Davies Financial Advisors’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 | $960K | Sell |
6,025
-38
| -0.6% | -$6.05K | 0.75% | 30 |
|
2025
Q1 | $1.03M | Sell |
6,063
-360
| -6% | -$61.3K | 0.88% | 24 |
|
2024
Q4 | $1.08M | Sell |
6,423
-381
| -6% | -$63.9K | 0.92% | 27 |
|
2024
Q3 | $1.18M | Sell |
6,804
-410
| -6% | -$71K | 1.03% | 20 |
|
2024
Q2 | $1.19M | Buy |
7,214
+177
| +3% | +$29.2K | 1.11% | 20 |
|
2024
Q1 | $1.14M | Buy |
+7,037
| New | +$1.14M | 1.17% | 21 |
|