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 |
|