Fortis Capital Advisors’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
$295K Buy
1,852
+230
+14% +$36.7K 0.05% 202
2025
Q1
$276K Buy
+1,622
New +$276K 0.06% 213
2023
Q2
Sell
-717
Closed -$107K 468
2023
Q1
$107K Hold
717
0.06% 169
2022
Q4
$109K Buy
+717
New +$109K 0.06% 202