Gen-Wealth Partners’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 | $2.84M | Buy |
17,807
+951
| +6% | +$152K | 1.1% | 14 |
|
2025
Q1 | $2.87M | Buy |
16,856
+895
| +6% | +$153K | 1.2% | 10 |
|
2024
Q4 | $2.68M | Buy |
15,961
+1,226
| +8% | +$206K | 1.15% | 13 |
|
2024
Q3 | $2.45M | Buy |
14,735
+1,071
| +8% | +$178K | 1.07% | 13 |
|
2024
Q2 | $2.25M | Buy |
13,664
+772
| +6% | +$127K | 1.09% | 13 |
|
2024
Q1 | $2.09M | Buy |
+12,892
| New | +$2.09M | 1.04% | 15 |
|