Horizon Family 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 | $231K | Buy |
1,450
+9
| +0.6% | +$1.43K | 0.14% | 74 |
|
|
2025
Q1 | $246K | Sell |
1,441
-37
| -3% | -$6.31K | 0.16% | 63 |
|
|
2024
Q4 | $248K | Sell |
1,478
-14
| -0.9% | -$2.35K | 0.16% | 73 |
|
|
2024
Q3 | $258K | Buy |
1,492
+9
| +0.6% | +$1.56K | 0.18% | 70 |
|
|
2024
Q2 | $245K | Buy |
1,483
+10
| +0.7% | +$1.65K | 0.19% | 71 |
|
|
2024
Q1 | $239K | Buy |
1,473
+8
| +0.5% | +$1.3K | 0.18% | 67 |
|
|
2023
Q4 | $215K | Buy |
1,465
+9
| +0.6% | +$1.32K | 0.18% | 65 |
|
|
2023
Q3 | $212K | Buy |
1,456
+9
| +0.6% | +$1.31K | 0.21% | 61 |
|
|
2023
Q2 | $220K | Sell |
1,447
-162
| -10% | -$24.6K | 0.21% | 61 |
|
|
2023
Q1 | $239K | Buy |
1,609
+4
| +0.2% | +$595 | 0.25% | 49 |
|
|
2022
Q4 | $243K | Buy |
1,605
+21
| +1% | +$3.18K | 0.28% | 47 |
|
|
2022
Q3 | $201K | Buy |
1,584
+48
| +3% | +$6.09K | 0.25% | 52 |
|
|
2022
Q2 | $221K | Sell |
1,536
-16
| -1% | -$2.3K | 0.26% | 50 |
|
|
2022
Q1 | $237K | Buy |
1,552
+46
| +3% | +$7.02K | 0.24% | 54 |
|
|
2021
Q4 | $246K | Buy |
+1,506
| New | +$246K | 0.25% | 41 |
|