Jackson Thornton 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 | $234K | Sell |
1,481
-2,243
| -60% | -$354K | 0.03% | 117 |
|
|
2025
Q1 | $635K | Buy |
3,724
+1,889
| +103% | +$322K | 0.08% | 44 |
|
|
2024
Q4 | $308K | Buy |
1,835
+628
| +52% | +$105K | 0.04% | 63 |
|
|
2024
Q3 | $209K | Buy |
+1,207
| New | +$209K | 0.03% | 62 |
|
|
2024
Q1 | – | Sell |
-1,738
| Closed | -$255K | – | 54 |
|
|
2023
Q4 | $255K | Sell |
1,738
-36
| -2% | -$5.28K | 0.05% | 47 |
|
|
2023
Q3 | $259K | Buy |
1,774
+85
| +5% | +$12.4K | 0.05% | 36 |
|
|
2023
Q2 | $256K | Buy |
1,689
+293
| +21% | +$44.5K | 0.05% | 36 |
|
|
2023
Q1 | $208K | Sell |
1,396
-302
| -18% | -$44.9K | 0.05% | 31 |
|
|
2022
Q4 | $257K | Buy |
+1,698
| New | +$257K | 0.06% | 30 |
|