Guardian Financial Partners’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 | $537K | Buy |
3,371
+21
| +0.6% | +$3.35K | 0.24% | 46 |
|
|
2025
Q1 | $571K | Buy |
3,350
+111
| +3% | +$18.9K | 0.27% | 45 |
|
|
2024
Q4 | $543K | Buy |
3,239
+197
| +6% | +$33K | 0.32% | 38 |
|
|
2024
Q3 | $527K | Buy |
3,042
+15
| +0.5% | +$2.6K | 0.33% | 37 |
|
|
2024
Q2 | $499K | Buy |
3,027
+18
| +0.6% | +$2.97K | 0.33% | 37 |
|
|
2024
Q1 | $488K | Buy |
3,009
+17
| +0.6% | +$2.76K | 0.33% | 35 |
|
|
2023
Q4 | $438K | Buy |
2,992
+19
| +0.6% | +$2.78K | 0.36% | 35 |
|
|
2023
Q3 | $434K | Buy |
+2,973
| New | +$434K | 0.41% | 30 |
|
|
2023
Q2 | – | Sell |
-2,819
| Closed | -$419K | – | 26 |
|
|
2023
Q1 | $419K | Buy |
2,819
+18
| +0.6% | +$2.68K | 0.42% | 29 |
|
|
2022
Q4 | $425K | Buy |
2,801
+18
| +0.6% | +$2.73K | 0.45% | 29 |
|
|
2022
Q3 | $351K | Buy |
2,783
+91
| +3% | +$11.5K | 0.41% | 26 |
|
|
2022
Q2 | $387K | Buy |
2,692
+79
| +3% | +$11.4K | 0.43% | 22 |
|
|
2022
Q1 | $420K | Sell |
2,613
-49
| -2% | -$7.88K | 0.43% | 25 |
|
|
2021
Q4 | $435K | Buy |
+2,662
| New | +$435K | 0.42% | 22 |
|