Dopkins Wealth Management’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 | $459K | Hold |
2,881
| – | – | 0.21% | 55 |
|
|
2025
Q1 | $491K | Hold |
2,881
| – | – | 0.25% | 52 |
|
|
2024
Q4 | $483K | Buy |
2,881
+400
| +16% | +$67.1K | 0.25% | 56 |
|
|
2024
Q3 | $430K | Sell |
2,481
-2,102
| -46% | -$364K | 0.35% | 30 |
|
|
2024
Q2 | $756K | Buy |
4,583
+102
| +2% | +$16.8K | 0.46% | 30 |
|
|
2024
Q1 | $727K | Buy |
+4,481
| New | +$727K | 0.44% | 30 |
|
|
2023
Q4 | – | Sell |
-4,408
| Closed | -$643K | – | 53 |
|
|
2023
Q3 | $643K | Buy |
+4,408
| New | +$643K | 0.49% | 26 |
|