Holistic Planning’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 | $2.86M | Buy |
17,953
+1,243
| +7% | +$198K | 0.82% | 22 |
|
|
2025
Q1 | $2.85M | Sell |
16,710
-158
| -0.9% | -$26.9K | 0.96% | 20 |
|
|
2024
Q4 | $2.83M | Buy |
16,868
+106
| +0.6% | +$17.8K | 1.02% | 18 |
|
|
2024
Q3 | $2.9M | Buy |
16,762
+12,224
| +269% | +$2.12M | 1.23% | 19 |
|
|
2024
Q2 | $736K | Hold |
4,538
| – | – | 0.57% | 50 |
|
|
2024
Q1 | $736K | Sell |
4,538
-16
| -0.4% | -$2.6K | 0.56% | 50 |
|
|
2023
Q4 | $667K | Buy |
+4,554
| New | +$667K | 0.56% | 48 |
|