Daymark 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 | $76.4M | Sell |
479,266
-6,827
| -1% | -$1.09M | 2.9% | 6 |
|
|
2025
Q1 | $82.8M | Sell |
486,093
-112,893
| -19% | -$19.2M | 3.56% | 4 |
|
|
2024
Q4 | $80.6M | Sell |
598,986
-1,332
| -0.2% | -$179K | 3.41% | 4 |
|
|
2024
Q3 | $83.5M | Buy |
600,318
+2,448
| +0.4% | +$340K | 3.53% | 4 |
|
|
2024
Q2 | $79.1M | Buy |
597,870
+7,127
| +1% | +$943K | 3.63% | 4 |
|
|
2024
Q1 | $76.7M | Sell |
590,743
-7,064
| -1% | -$917K | 4.13% | 4 |
|
|
2023
Q4 | $70.3M | Sell |
597,807
-2,251
| -0.4% | -$265K | 4.32% | 3 |
|
|
2023
Q3 | $70.3M | Buy |
600,058
+137,086
| +30% | +$16.1M | 4.84% | 3 |
|
|
2023
Q2 | $70.3M | Buy |
462,972
+105,610
| +30% | +$16M | 5.22% | 3 |
|
|
2023
Q1 | $53.1M | Buy |
357,362
+27,666
| +8% | +$4.11M | 7.05% | 1 |
|
|
2022
Q4 | $50M | Buy |
+329,696
| New | +$50M | 8.84% | 1 |
|