Evernest Financial Advisors’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 | $1.16M | Sell |
7,295
-1
| -0% | -$159 | 0.38% | 58 |
|
|
2025
Q1 | $1.24M | Buy |
7,296
+804
| +12% | +$137K | 0.45% | 50 |
|
|
2024
Q4 | $1.09M | Buy |
6,492
+93
| +1% | +$15.6K | 0.28% | 65 |
|
|
2024
Q3 | $1.11M | Sell |
6,399
-283
| -4% | -$49K | 0.3% | 59 |
|
|
2024
Q2 | $1.1M | Sell |
6,682
-45
| -0.7% | -$7.42K | 0.49% | 44 |
|
|
2024
Q1 | $1.06M | Sell |
6,727
-3,725
| -36% | -$589K | 0.5% | 41 |
|
|
2023
Q4 | $1.53M | Buy |
+10,452
| New | +$1.53M | 0.78% | 32 |
|
|
2021
Q4 | $976K | Buy |
+6,202
| New | +$976K | 0.51% | 44 |
|