Dynasty 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 | – | Sell |
-7,698
| Closed | -$1.31M | – | 248 |
|
2025
Q1 | $1.31M | Sell |
7,698
-8
| -0.1% | -$1.36K | 0.02% | 126 |
|
2024
Q4 | $1.29M | Buy |
7,706
+203
| +3% | +$34K | 0.02% | 126 |
|
2024
Q3 | $1.3M | Sell |
7,503
-110
| -1% | -$19.1K | 0.04% | 113 |
|
2024
Q2 | $1.26M | Sell |
7,613
-581
| -7% | -$95.8K | 0.04% | 114 |
|
2024
Q1 | $1.33M | Buy |
+8,194
| New | +$1.33M | 0.04% | 99 |
|
2018
Q4 | – | Sell |
-4,559
| Closed | -$379K | – | 81 |
|
2018
Q3 | $379K | Buy |
+4,559
| New | +$379K | 0.49% | 51 |
|