Holos Integrated Wealth’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
$174K Hold
1,136
0.1% 67
2025
Q1
$194K Hold
1,136
0.13% 66
2024
Q4
$190K Buy
+1,136
New +$190K 0.13% 58