Goldstream Capital 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 | $323K | Hold |
2,026
| – | – | 0.11% | 39 |
|
2025
Q1 | $345K | Hold |
2,026
| – | – | 0.15% | 28 |
|
2024
Q4 | $340K | Sell |
2,026
-2,982
| -60% | -$500K | 0.1% | 29 |
|
2024
Q3 | $867K | Buy |
+5,008
| New | +$867K | 0.29% | 25 |
|
2023
Q4 | – | Sell |
-1,922
| Closed | -$280K | – | 47 |
|
2023
Q3 | $280K | Hold |
1,922
| – | – | 0.22% | 27 |
|
2023
Q2 | $292K | Buy |
1,922
+568
| +42% | +$86.2K | 0.21% | 24 |
|
2023
Q1 | $201K | Buy |
+1,354
| New | +$201K | 0.21% | 22 |
|