Invenio 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 | $751K | Buy |
4,715
+1,217
| +35% | +$194K | 0.3% | 43 |
|
|
2025
Q1 | $596K | Sell |
3,498
-456
| -12% | -$77.7K | 0.25% | 47 |
|
|
2024
Q4 | $663K | Buy |
3,954
+22
| +0.6% | +$3.69K | 0.28% | 46 |
|
|
2024
Q3 | $681K | Buy |
3,932
+51
| +1% | +$8.83K | 0.29% | 44 |
|
|
2024
Q2 | $640K | Sell |
3,881
-298
| -7% | -$49.1K | 0.32% | 42 |
|
|
2024
Q1 | $678K | Buy |
4,179
+47
| +1% | +$7.63K | 0.37% | 42 |
|
|
2023
Q4 | $606K | Buy |
4,132
+470
| +13% | +$68.9K | 0.44% | 42 |
|
|
2023
Q3 | $534K | Buy |
3,662
+803
| +28% | +$117K | 0.49% | 42 |
|
|
2023
Q2 | $434K | Buy |
+2,859
| New | +$434K | 0.49% | 41 |
|