Fortis Group 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 | $945K | Buy |
6,269
+473
| +8% | +$71.3K | 0.17% | 116 |
|
|
2025
Q1 | $988K | Sell |
5,796
-99
| -2% | -$16.9K | 0.19% | 109 |
|
|
2024
Q4 | $988K | Buy |
5,895
+1,035
| +21% | +$174K | 0.18% | 99 |
|
|
2024
Q3 | $842K | Sell |
4,860
-387
| -7% | -$67K | 0.16% | 103 |
|
|
2024
Q2 | $865K | Sell |
5,247
-302
| -5% | -$49.8K | 0.17% | 88 |
|
|
2024
Q1 | $900K | Sell |
5,549
-1,885
| -25% | -$306K | 0.17% | 99 |
|
|
2023
Q4 | $1.1M | Buy |
7,434
+195
| +3% | +$29K | 0.27% | 43 |
|
|
2023
Q3 | $1.08M | Buy |
7,239
+268
| +4% | +$39.8K | 0.33% | 39 |
|
|
2023
Q2 | $1.06M | Buy |
6,971
+57
| +0.8% | +$8.65K | 0.28% | 58 |
|
|
2023
Q1 | $1.08M | Buy |
+6,914
| New | +$1.08M | 0.33% | 42 |
|
|
2020
Q3 | $1.05M | Buy |
+7,579
| New | +$1.05M | 0.2% | 57 |
|