FMB 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
$228K Buy
1,429
+8
+0.6% +$1.28K 0.11% 70
2025
Q1
$242K Buy
1,421
+102
+8% +$17.4K 0.13% 63
2024
Q4
$221K Hold
1,319
0.12% 63
2024
Q3
$228K Hold
1,319
0.13% 66
2024
Q2
$218K Sell
1,319
-52
-4% -$8.58K 0.17% 64
2024
Q1
$222K Hold
1,371
0.18% 62
2023
Q4
$201K Sell
1,371
-1
-0.1% -$147 0.18% 61
2023
Q3
$200K Buy
1,372
+20
+1% +$2.92K 0.21% 51
2023
Q2
$205K Buy
1,352
+4
+0.3% +$607 0.22% 52
2023
Q1
$200K Sell
1,348
-1,030
-43% -$153K 0.24% 51
2022
Q4
$360K Buy
+2,378
New +$360K 0.46% 30