Graham Capital 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 | $226K | Buy |
1,418
+34
| +2% | +$5.42K | 0.25% | 61 |
|
|
2025
Q1 | $236K | Hold |
1,384
| – | – | 0.25% | 59 |
|
|
2024
Q4 | $232K | Buy |
1,384
+3
| +0.2% | +$503 | 0.2% | 64 |
|
|
2024
Q3 | $239K | Hold |
1,381
| – | – | 0.24% | 49 |
|
|
2024
Q2 | $228K | Sell |
1,381
-17
| -1% | -$2.8K | 0.31% | 40 |
|
|
2024
Q1 | $227K | Hold |
1,398
| – | – | 0.39% | 35 |
|
|
2023
Q4 | $205K | Sell |
1,398
-65
| -4% | -$9.53K | 0.54% | 29 |
|
|
2023
Q3 | $222K | Hold |
1,463
| – | – | 0.52% | 37 |
|
|
2023
Q2 | $222K | Sell |
1,463
-20
| -1% | -$3.04K | 0.52% | 37 |
|
|
2023
Q1 | $2.21M | Buy |
1,483
+10
| +0.7% | +$14.9K | 0.32% | 42 |
|
|
2022
Q4 | $223K | Buy |
+1,473
| New | +$223K | 0.4% | 43 |
|
|
2022
Q3 | – | Sell |
-1,488
| Closed | -$214K | – | 94 |
|
|
2022
Q2 | $214K | Buy |
+1,488
| New | +$214K | 0.19% | 79 |
|
|
2022
Q1 | – | Sell |
-1,246
| Closed | -$202K | – | 123 |
|
|
2021
Q4 | $202K | Buy |
+1,246
| New | +$202K | 0.17% | 97 |
|