Endowment 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 | $224K | Sell |
1,404
-37
| -3% | -$5.9K | 0.12% | 133 |
|
|
2025
Q1 | $246K | Buy |
1,441
+12
| +0.8% | +$2.05K | 0.16% | 117 |
|
|
2024
Q4 | $240K | Buy |
1,429
+55
| +4% | +$9.22K | 0.16% | 116 |
|
|
2024
Q3 | $238K | Sell |
1,374
-6
| -0.4% | -$1.04K | 0.16% | 111 |
|
|
2024
Q2 | $228K | Buy |
1,380
+10
| +0.7% | +$1.65K | 0.17% | 111 |
|
|
2024
Q1 | $222K | Buy |
+1,370
| New | +$222K | 0.17% | 115 |
|
|
2023
Q3 | – | Sell |
-1,326
| Closed | -$201K | – | 135 |
|
|
2023
Q2 | $201K | Sell |
1,326
-23
| -2% | -$3.49K | 0.18% | 127 |
|
|
2023
Q1 | $201K | Buy |
1,349
+18
| +1% | +$2.68K | 0.2% | 121 |
|
|
2022
Q4 | $202K | Buy |
+1,331
| New | +$202K | 0.22% | 118 |
|
|
2022
Q2 | – | Sell |
-1,328
| Closed | -$203K | – | 123 |
|
|
2022
Q1 | $203K | Buy |
1,328
+19
| +1% | +$2.9K | 0.21% | 111 |
|
|
2021
Q4 | $214K | Buy |
+1,309
| New | +$214K | 0.22% | 104 |
|