Financial Partners Group (Tennessee)’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
Sell
-4,630
Closed -$789K 91
2025
Q1
$789K Sell
4,630
-2,751
-37% -$469K 0.34% 55
2024
Q4
$1.24M Sell
7,381
-4,616
-38% -$774K 0.51% 51
2024
Q3
$2.08M Sell
11,997
-428
-3% -$74.1K 0.78% 28
2024
Q2
$2.05M Buy
12,425
+4,212
+51% +$695K 0.8% 29
2024
Q1
$1.33M Sell
8,213
-302
-4% -$49K 0.52% 46
2023
Q4
$1.25M Buy
8,515
+21
+0.2% +$3.08K 0.56% 43
2023
Q3
$1.24M Buy
+8,494
New +$1.24M 0.59% 38