Joel Adams & Associates’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
$222K Sell
1,393
-50
-3% -$7.97K 0.2% 59
2025
Q1
$246K Buy
1,443
+250
+21% +$42.6K 0.22% 58
2024
Q4
$200K Buy
+1,193
New +$200K 0.18% 56