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Gratus Wealth Advisors’s Procter & Gamble PG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
13,746
+69
+0.5% +$11K 0.33% 30
2025
Q1
$2.33M Sell
13,677
-253
-2% -$43.1K 0.38% 29
2024
Q4
$2.34M Buy
13,930
+154
+1% +$25.8K 0.37% 29
2024
Q3
$2.3M Sell
13,776
-1,115
-7% -$186K 0.38% 33
2024
Q2
$2.5M Buy
14,891
+71
+0.5% +$11.9K 0.43% 30
2024
Q1
$2.33M Sell
14,820
-50
-0.3% -$7.87K 0.43% 31
2023
Q4
$2.18M Buy
+14,870
New +$2.18M 0.43% 32