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