FMA 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 | $439K | Hold |
2,755
| – | – | 0.32% | 28 |
|
2025
Q1 | $479K | Sell |
2,755
-100
| -4% | -$17.4K | 0.37% | 27 |
|
2024
Q4 | $479K | Hold |
2,855
| – | – | 0.36% | 28 |
|
2024
Q3 | $494K | Sell |
2,855
-100
| -3% | -$17.3K | 0.36% | 28 |
|
2024
Q2 | $487K | Sell |
2,955
-500
| -14% | -$82.5K | 0.39% | 31 |
|
2024
Q1 | $561K | Sell |
3,455
-55
| -2% | -$8.92K | 0.46% | 27 |
|
2023
Q4 | $514K | Buy |
+3,510
| New | +$514K | 0.47% | 27 |
|