Fortune Financial 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 | $537K | Buy |
3,370
+210
| +7% | +$33.5K | 0.43% | 60 |
|
2025
Q1 | $539K | Buy |
3,160
+142
| +5% | +$24.2K | 0.46% | 57 |
|
2024
Q4 | $506K | Buy |
3,018
+4
| +0.1% | +$671 | 0.46% | 57 |
|
2024
Q3 | $522K | Sell |
3,014
-38,871
| -93% | -$6.73M | 0.47% | 59 |
|
2024
Q2 | $6.91M | Buy |
41,885
+2,192
| +6% | +$362K | 4.23% | 3 |
|
2024
Q1 | $6.44M | Buy |
39,693
+6,392
| +19% | +$1.04M | 4.08% | 3 |
|
2023
Q4 | $4.88M | Sell |
33,301
-188
| -0.6% | -$27.6K | 3.41% | 3 |
|
2023
Q3 | $4.88M | Buy |
33,489
+927
| +3% | +$135K | 3.74% | 3 |
|
2023
Q2 | $4.94M | Buy |
+32,562
| New | +$4.94M | 3.71% | 3 |
|