IAM Advisory’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 | $269K | Buy |
1,689
+358
| +27% | +$57K | 0.06% | 85 |
|
|
2025
Q1 | $227K | Sell |
1,331
-185
| -12% | -$31.5K | 0.06% | 96 |
|
|
2024
Q4 | $254K | Sell |
1,516
-13
| -0.9% | -$2.18K | 0.06% | 91 |
|
|
2024
Q3 | $265K | Sell |
1,529
-33
| -2% | -$5.72K | 0.07% | 90 |
|
|
2024
Q2 | $258K | Sell |
1,562
-13
| -0.8% | -$2.15K | 0.07% | 89 |
|
|
2024
Q1 | $256K | Sell |
1,575
-68
| -4% | -$11K | 0.07% | 88 |
|
|
2023
Q4 | $241K | Sell |
1,643
-303
| -16% | -$44.4K | 0.08% | 86 |
|
|
2023
Q3 | $284K | Buy |
1,946
+173
| +10% | +$25.2K | 0.1% | 76 |
|
|
2023
Q2 | $269K | Buy |
1,773
+214
| +14% | +$32.5K | 0.09% | 76 |
|
|
2023
Q1 | $232K | Buy |
1,559
+100
| +7% | +$14.9K | 0.08% | 82 |
|
|
2022
Q4 | $221K | Buy |
+1,459
| New | +$221K | 0.08% | 80 |
|