Johnson & White 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 | $892K | Sell |
5,601
-195
| -3% | -$31.1K | 0.45% | 49 |
|
|
2025
Q1 | $988K | Buy |
5,796
+54
| +0.9% | +$9.21K | 0.55% | 44 |
|
|
2024
Q4 | $953K | Buy |
+5,742
| New | +$953K | 0.58% | 42 |
|
|
2024
Q2 | – | Sell |
-5,058
| Closed | -$821K | – | 79 |
|
|
2024
Q1 | $821K | Buy |
5,058
+266
| +6% | +$43.2K | 0.6% | 43 |
|
|
2023
Q4 | $702K | Buy |
4,792
+104
| +2% | +$15.2K | 0.58% | 44 |
|
|
2023
Q3 | $684K | Buy |
+4,688
| New | +$684K | 0.62% | 42 |
|
|
2023
Q2 | – | Sell |
-4,687
| Closed | -$697K | – | 64 |
|
|
2023
Q1 | $697K | Buy |
+4,687
| New | +$697K | 0.62% | 40 |
|
|
2022
Q4 | – | Sell |
-4,320
| Closed | -$545K | – | 111 |
|
|
2022
Q3 | $545K | Buy |
+4,320
| New | +$545K | 0.61% | 39 |
|