Jessup 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
$5.02M Sell
31,538
-973
-3% -$155K 2.02% 14
2025
Q1
$5.54M Sell
32,511
-7,049
-18% -$1.2M 2.33% 17
2024
Q4
$6.63M Sell
39,560
-18,725
-32% -$3.14M 2.83% 14
2024
Q3
$10.1M Buy
58,285
+28,840
+98% +$5M 4.63% 7
2024
Q2
$4.86M Sell
29,445
-2,223
-7% -$367K 2.07% 21
2024
Q1
$5.14M Buy
31,668
+10
+0% +$1.62K 2.2% 19
2023
Q4
$4.64M Sell
31,658
-284
-0.9% -$41.6K 2.32% 19
2023
Q3
$4.66M Sell
31,942
-894
-3% -$130K 2.68% 18
2023
Q2
$4.98M Sell
32,836
-2,064
-6% -$313K 2.67% 16
2023
Q1
$5.19M Buy
34,900
+1,281
+4% +$190K 3.07% 8
2022
Q4
$5.1M Buy
+33,619
New +$5.1M 3.23% 8