Elwood & Goetz Wealth Advisory Group’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 | $441K | Sell |
2,769
-878
| -24% | -$140K | 0.1% | 62 |
|
|
2025
Q1 | $622K | Buy |
3,647
+458
| +14% | +$78.1K | 0.15% | 40 |
|
|
2024
Q4 | $535K | Buy |
3,189
+25
| +0.8% | +$4.19K | 0.13% | 48 |
|
|
2024
Q3 | $548K | Buy |
3,164
+1,070
| +51% | +$185K | 0.14% | 48 |
|
|
2024
Q2 | $345K | Hold |
2,094
| – | – | 0.1% | 54 |
|
|
2024
Q1 | $340K | Buy |
2,094
+236
| +13% | +$38.3K | 0.08% | 61 |
|
|
2023
Q4 | $272K | Sell |
1,858
-22
| -1% | -$3.22K | 0.06% | 67 |
|
|
2023
Q3 | $274K | Buy |
1,880
+510
| +37% | +$74.4K | 0.06% | 62 |
|
|
2023
Q2 | $208K | Buy |
+1,370
| New | +$208K | 0.05% | 68 |
|