Forza 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 | $743K | Hold |
4,662
| – | – | 0.3% | 85 |
|
|
2025
Q1 | $794K | Sell |
4,662
-307
| -6% | -$52.3K | 0.36% | 71 |
|
|
2024
Q4 | $833K | Hold |
4,969
| – | – | 0.38% | 67 |
|
|
2024
Q3 | $861K | Sell |
4,969
-130
| -3% | -$22.5K | 0.39% | 69 |
|
|
2024
Q2 | $841K | Buy |
5,099
+46
| +0.9% | +$7.59K | 0.43% | 62 |
|
|
2024
Q1 | $820K | Hold |
5,053
| – | – | 0.43% | 63 |
|
|
2023
Q4 | $740K | Sell |
5,053
-2,285
| -31% | -$335K | 0.41% | 69 |
|
|
2023
Q3 | $1.07M | Buy |
7,338
+157
| +2% | +$22.9K | 0.55% | 57 |
|
|
2023
Q2 | $1.09M | Sell |
7,181
-175
| -2% | -$26.6K | 0.55% | 57 |
|
|
2023
Q1 | $1.09M | Buy |
7,356
+2,300
| +45% | +$342K | 0.56% | 58 |
|
|
2022
Q4 | $766K | Buy |
+5,056
| New | +$766K | 0.51% | 59 |
|