Everpar 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
$998K Sell
6,261
-294
-4% -$46.8K 0.45% 38
2025
Q1
$1.12M Buy
6,555
+34
+0.5% +$5.79K 0.59% 35
2024
Q4
$1.09M Buy
6,521
+31
+0.5% +$5.2K 0.55% 33
2024
Q3
$1.12M Sell
6,490
-921
-12% -$160K 0.58% 34
2024
Q2
$1.22M Buy
7,411
+1,377
+23% +$227K 0.61% 33
2024
Q1
$979K Sell
6,034
-3,891
-39% -$631K 0.6% 36
2023
Q4
$1.45M Buy
+9,925
New +$1.45M 0.68% 24