Idaho Trust Bank’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 | $250K | Buy |
1,568
+200
| +15% | +$31.9K | 0.09% | 94 |
|
|
2025
Q1 | $233K | Sell |
1,368
-100
| -7% | -$17K | 0.1% | 92 |
|
|
2024
Q4 | $246K | Sell |
1,468
-143
| -9% | -$24K | 0.12% | 70 |
|
|
2024
Q3 | $279K | Buy |
1,611
+53
| +3% | +$9.18K | 0.13% | 73 |
|
|
2024
Q2 | $257K | Sell |
1,558
-194
| -11% | -$32K | 0.13% | 75 |
|
|
2024
Q1 | $284K | Buy |
1,752
+334
| +24% | +$54.2K | 0.27% | 73 |
|
|
2023
Q4 | $208K | Hold |
1,418
| – | – | 0.12% | 77 |
|
|
2023
Q3 | $207K | Buy |
+1,418
| New | +$207K | 0.13% | 78 |
|