Falcon Wealth Planning’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$433K Buy
2025
Q2
$421K Sell
2025
Q1
$533K Buy
2024
Q4
$464K Buy
2024
Q3
$447K Buy
2024
Q2
$400K Buy
2024
Q1
$356K Sell
2023
Q4
$328K Buy
2023
Q3
$316K Sell
2023
Q2
$330K Buy
2023
Q1
$308K Sell
2022
Q4
$314K Sell
2022
Q3
$265K Buy
2022
Q2
$298K Buy
2022
Q1
$315K Buy
2021
Q4
$267K Buy