Fingerlakes Wealth Management’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 | $217K | Sell |
1,365
-9
| -0.7% | -$1.43K | 0.16% | 83 |
|
|
2025
Q1 | $234K | Sell |
1,374
-217
| -14% | -$37K | 0.2% | 79 |
|
|
2024
Q4 | $267K | Sell |
1,591
-179
| -10% | -$30K | 0.22% | 77 |
|
|
2024
Q3 | $307K | Buy |
1,770
+8
| +0.5% | +$1.39K | 0.25% | 73 |
|
|
2024
Q2 | $291K | Buy |
1,762
+10
| +0.6% | +$1.65K | 0.26% | 73 |
|
|
2024
Q1 | $284K | Sell |
1,752
-64
| -4% | -$10.4K | 0.27% | 73 |
|
|
2023
Q4 | $266K | Buy |
1,816
+7
| +0.4% | +$1.03K | 0.29% | 77 |
|
|
2023
Q3 | $264K | Buy |
1,809
+49
| +3% | +$7.15K | 0.32% | 71 |
|
|
2023
Q2 | $267K | Buy |
1,760
+6
| +0.3% | +$910 | 0.31% | 77 |
|
|
2023
Q1 | $261K | Buy |
1,754
+176
| +11% | +$26.2K | 0.33% | 78 |
|
|
2022
Q4 | $239K | Buy |
+1,578
| New | +$239K | 0.33% | 80 |
|
|
2022
Q3 | – | Sell |
-1,911
| Closed | -$275K | – | 89 |
|
|
2022
Q2 | $275K | Buy |
1,911
+11
| +0.6% | +$1.58K | 0.38% | 72 |
|
|
2022
Q1 | $290K | Sell |
1,900
-3
| -0.2% | -$458 | 0.34% | 74 |
|
|
2021
Q4 | $309K | Buy |
+1,903
| New | +$309K | 0.35% | 75 |
|