Envestnet Portfolio Solutions’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
$26.5M Sell
166,511
-5,890
-3% -$938K 0.1% 109
2025
Q1
$29.4M Sell
172,401
-37,298
-18% -$6.36M 0.11% 98
2024
Q4
$35.2M Sell
209,699
-7,860
-4% -$1.32M 0.12% 95
2024
Q3
$37.7M Sell
217,559
-10,380
-5% -$1.8M 0.12% 88
2024
Q2
$37.6M Buy
227,939
+735
+0.3% +$121K 0.13% 87
2024
Q1
$36.9M Buy
227,204
+44,830
+25% +$7.27M 0.14% 88
2023
Q4
$26.7M Buy
182,374
+18,094
+11% +$2.65M 0.11% 101
2023
Q3
$24M Buy
+164,280
New +$24M 0.11% 99