Granite Bay 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 | $415K | Buy |
2,602
+918
| +55% | +$146K | 0.13% | 44 |
|
|
2025
Q1 | $287K | Sell |
1,684
-385
| -19% | -$65.6K | 0.1% | 60 |
|
|
2024
Q4 | $347K | Buy |
+2,069
| New | +$347K | 0.13% | 54 |
|
|
2024
Q3 | – | Sell |
-2,009
| Closed | -$331K | – | 65 |
|
|
2024
Q2 | $331K | Sell |
2,009
-13
| -0.6% | -$2.14K | 0.18% | 51 |
|
|
2024
Q1 | $328K | Sell |
2,022
-131,499
| -98% | -$21.3M | 0.19% | 59 |
|
|
2023
Q4 | $19.8M | Sell |
133,521
-6,705
| -5% | -$993K | 0.18% | 59 |
|
|
2023
Q3 | $21.4M | Buy |
+140,226
| New | +$21.4M | 0.21% | 52 |
|
|
2023
Q2 | – | Sell |
-2,265
| Closed | -$337K | – | 66 |
|
|
2023
Q1 | $337K | Buy |
2,265
+573
| +34% | +$85.3K | 0.24% | 53 |
|
|
2022
Q4 | $256K | Buy |
+1,692
| New | +$256K | 0.17% | 54 |
|
|
2022
Q3 | – | Sell |
-1,576
| Closed | -$227K | – | 58 |
|
|
2022
Q2 | $227K | Sell |
1,576
-26
| -2% | -$3.75K | 0.18% | 52 |
|
|
2022
Q1 | $245K | Buy |
1,602
+31
| +2% | +$4.74K | 0.2% | 54 |
|
|
2021
Q4 | $257K | Buy |
+1,571
| New | +$257K | 0.25% | 52 |
|