Ethos Financial 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
$823K Buy
5,164
+59
+1% +$9.4K 0.07% 193
2025
Q1
$858K Hold
5,105
0.08% 169
2024
Q4
$858K Buy
5,105
+2,367
+86% +$398K 0.11% 112
2024
Q3
$474K Buy
2,738
+65
+2% +$11.3K 0.08% 139
2024
Q2
$441K Sell
2,673
-2,020
-43% -$333K 0.08% 148
2024
Q1
$761K Sell
4,693
-6
-0.1% -$973 0.14% 96
2023
Q4
$689K Sell
4,699
-1,869
-28% -$274K 0.15% 103
2023
Q3
$958K Buy
6,568
+2,089
+47% +$305K 0.25% 61
2023
Q2
$666K Hold
4,479
0.22% 62
2023
Q1
$666K Buy
4,479
+23
+0.5% +$3.42K 0.21% 69
2022
Q4
$680K Buy
+4,456
New +$680K 0.23% 62