Gentry Private Wealth’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 | $506K | Buy |
3,176
+30
| +1% | +$4.78K | 0.39% | 45 |
|
|
2025
Q1 | $536K | Buy |
+3,146
| New | +$536K | 0.44% | 43 |
|
|
2024
Q4 | – | Sell |
-2,501
| Closed | -$433K | – | 67 |
|
|
2024
Q3 | $433K | Sell |
2,501
-66
| -3% | -$11.4K | 0.35% | 50 |
|
|
2024
Q2 | $423K | Buy |
+2,567
| New | +$423K | 0.37% | 42 |
|