Essential Planning’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-69,680	Closed	-$11.9M	–	241
2024 Q4	$11.9M	Buy	+69,680	New	+$11.9M	0.08%	74
2023 Q3	–	Sell	-1,385	Closed	-$210K	–	63
2023 Q2	$210K	Buy	+1,385	New	+$210K	0.12%	56