Investmark Advisory Group’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
$4.03M Sell
25,305
-843
-3% -$134K 1.89% 14
2025
Q1
$4.46M Sell
26,148
-115
-0.4% -$19.6K 2.2% 12
2024
Q4
$4.4M Buy
26,263
+26
+0.1% +$4.36K 2.16% 11
2024
Q3
$4.54M Buy
26,237
+405
+2% +$70.1K 2.21% 11
2024
Q2
$4.26M Sell
25,832
-222
-0.9% -$36.6K 2.27% 10
2024
Q1
$4.23M Sell
26,054
-651
-2% -$106K 2.32% 10
2023
Q4
$3.91M Buy
26,705
+600
+2% +$87.9K 2.3% 10
2023
Q3
$3.81M Buy
26,105
+90
+0.3% +$13.1K 2.58% 9
2023
Q2
$3.95M Buy
26,015
+126
+0.5% +$19.1K 2.63% 8
2023
Q1
$3.85M Buy
25,889
+1,413
+6% +$210K 2.83% 8
2022
Q4
$3.71M Buy
24,476
+1,182
+5% +$179K 2.75% 10
2022
Q3
$2.94M Buy
23,294
+620
+3% +$78.3K 2.64% 12
2022
Q2
$3.26M Buy
22,674
+541
+2% +$77.8K 3.22% 8
2022
Q1
$3.38M Buy
22,133
+497
+2% +$75.9K 3.49% 7
2021
Q4
$3.54M Buy
+21,636
New +$3.54M 3.31% 7