Destiny 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 | $210K | Sell |
1,319
-17
| -1% | -$2.71K | 0.03% | 181 |
|
|
2025
Q1 | $228K | Buy |
1,336
+7
| +0.5% | +$1.19K | 0.04% | 150 |
|
|
2024
Q4 | $223K | Buy |
1,329
+12
| +0.9% | +$2.01K | 0.04% | 156 |
|
|
2024
Q3 | $228K | Sell |
1,317
-1
| -0.1% | -$173 | 0.04% | 150 |
|
|
2024
Q2 | $217K | Buy |
+1,318
| New | +$217K | 0.04% | 150 |
|
|
2024
Q1 | – | Sell |
-1,633
| Closed | -$243K | – | 164 |
|
|
2023
Q4 | $243K | Sell |
1,633
-335
| -17% | -$49.8K | 0.05% | 142 |
|
|
2023
Q3 | $287K | Sell |
1,968
-441
| -18% | -$64.3K | 0.06% | 136 |
|
|
2023
Q2 | $368K | Sell |
2,409
-840
| -26% | -$128K | 0.07% | 117 |
|
|
2023
Q1 | $483K | Sell |
3,249
-55
| -2% | -$8.18K | 0.1% | 97 |
|
|
2022
Q4 | $501K | Sell |
3,304
-136
| -4% | -$20.6K | 0.11% | 99 |
|
|
2022
Q3 | $434K | Buy |
3,440
+2,101
| +157% | +$265K | 0.1% | 102 |
|
|
2022
Q2 | $193K | Sell |
1,339
-629
| -32% | -$90.7K | 0.04% | 192 |
|
|
2022
Q1 | $301K | Buy |
1,968
+238
| +14% | +$36.4K | 0.06% | 133 |
|
|
2021
Q4 | $283K | Buy |
1,730
+39
| +2% | +$6.38K | 0.05% | 148 |
|
|
2021
Q3 | $236K | Sell |
1,691
-1,729
| -51% | -$241K | 0.05% | 154 |
|
|
2021
Q2 | $461K | Buy |
3,420
+1,710
| +100% | +$231K | 0.09% | 125 |
|
|
2021
Q1 | $232K | Sell |
1,710
-1,712
| -50% | -$232K | 0.05% | 152 |
|
|
2020
Q4 | $476K | Buy |
+3,422
| New | +$476K | 0.1% | 105 |
|