Financial Synergies Wealth Advisors’s Procter & Gamble PG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$288K	Buy
2025 Q3	$201K	Buy
2024 Q2	–	Sell
2024 Q1	$142K	Buy
2023 Q4	$59.3K	Sell
2023 Q3	$127K	Buy
2023 Q2	$106K	Sell
2023 Q1	$126K	Buy
2022 Q4	$59.3K	Buy
2022 Q3	$10.1K	Buy