Innova Wealth Partners’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 | $695K | Buy |
4,363
+2
| +0% | +$319 | 0.41% | 42 |
|
|
2025
Q1 | $743K | Buy |
4,361
+2
| +0% | +$341 | 0.46% | 37 |
|
|
2024
Q4 | $731K | Buy |
+4,359
| New | +$731K | 0.46% | 40 |
|
|
2024
Q3 | – | Sell |
-4,356
| Closed | -$718K | – | 121 |
|
|
2024
Q2 | $718K | Buy |
4,356
+1,848
| +74% | +$305K | 0.51% | 42 |
|
|
2024
Q1 | $407K | Buy |
2,508
+599
| +31% | +$97.2K | 0.31% | 52 |
|
|
2023
Q4 | $280K | Hold |
1,909
| – | – | 0.24% | 52 |
|
|
2023
Q3 | $278K | Hold |
1,909
| – | – | 0.25% | 40 |
|
|
2023
Q2 | $290K | Buy |
1,909
+170
| +10% | +$25.8K | 0.25% | 43 |
|
|
2023
Q1 | $259K | Hold |
1,739
| – | – | 0.23% | 41 |
|
|
2022
Q4 | $264K | Hold |
1,739
| – | – | 0.23% | 45 |
|
|
2022
Q3 | $220K | Hold |
1,739
| – | – | 0.2% | 41 |
|
|
2022
Q2 | $250K | Hold |
1,739
| – | – | 0.21% | 40 |
|
|
2022
Q1 | $266K | Hold |
1,739
| – | – | 0.19% | 56 |
|
|
2021
Q4 | $284K | Hold |
1,739
| – | – | 0.2% | 55 |
|
|
2021
Q3 | $243K | Hold |
1,739
| – | – | 0.19% | 61 |
|
|
2021
Q2 | $235K | Hold |
1,739
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $236K | Sell |
1,739
-16
| -0.9% | -$2.17K | 0.2% | 56 |
|
|
2020
Q4 | $244K | Buy |
+1,755
| New | +$244K | 0.23% | 53 |
|