Francis Financial’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 | $223K | Sell |
1,402
-1
| -0.1% | -$159 | 0.05% | 85 |
|
2025
Q1 | $239K | Sell |
1,403
-1,347
| -49% | -$230K | 0.06% | 75 |
|
2024
Q4 | $245K | Buy |
2,750
+1,315
| +92% | +$117K | 0.06% | 83 |
|
2024
Q3 | $249K | Buy |
1,435
+54
| +4% | +$9.35K | 0.07% | 81 |
|
2024
Q2 | $228K | Buy |
+1,381
| New | +$228K | 0.07% | 73 |
|