Evergreen Private Wealth’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 | $66.8K | Sell |
419
-14
| -3% | -$2.23K | 0.03% | 106 |
|
|
2025
Q1 | $73.8K | Hold |
433
| – | – | 0.03% | 105 |
|
|
2024
Q4 | $72.6K | Hold |
433
| – | – | 0.03% | 105 |
|
|
2024
Q3 | $75K | Hold |
433
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $71.4K | Hold |
433
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $70.3K | Hold |
433
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $63.5K | Buy |
+433
| New | +$63.5K | 0.03% | 101 |
|