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