Integris Wealth Management’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 | $1.36M | Buy |
8,562
+191
| +2% | +$30.4K | 0.36% | 26 |
|
|
2025
Q1 | $1.43M | Hold |
8,371
| – | – | 0.41% | 25 |
|
|
2024
Q4 | $1.4M | Buy |
8,371
+103
| +1% | +$17.3K | 0.4% | 26 |
|
|
2024
Q3 | $1.43M | Sell |
8,268
-104
| -1% | -$18K | 0.4% | 26 |
|
|
2024
Q2 | $1.38M | Sell |
8,372
-69
| -0.8% | -$11.4K | 0.4% | 26 |
|
|
2024
Q1 | $1.37M | Sell |
8,441
-19
| -0.2% | -$3.08K | 0.38% | 27 |
|
|
2023
Q4 | $1.24M | Sell |
8,460
-20
| -0.2% | -$2.93K | 0.37% | 27 |
|
|
2023
Q3 | $1.24M | Hold |
8,480
| – | – | 0.41% | 27 |
|
|
2023
Q2 | $1.29M | Buy |
8,480
+2
| +0% | +$303 | 0.46% | 22 |
|
|
2023
Q1 | $1.26M | Sell |
8,478
-38
| -0.4% | -$5.65K | 0.46% | 23 |
|
|
2022
Q4 | $1.29M | Buy |
+8,516
| New | +$1.29M | 0.5% | 24 |
|