Invenio Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$751K Buy
2025
Q1
$596K Sell
2024
Q4
$663K Buy
2024
Q3
$681K Buy
2024
Q2
$640K Sell
2024
Q1
$678K Buy
2023
Q4
$606K Buy
2023
Q3
$534K Buy
2023
Q2
$434K Buy