JPL 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
Q1
Sell
-1,240
Closed -$208K 117
2024
Q4
$208K Buy
+1,240
New +$208K 0.06% 120
2024
Q2
$228K Buy
1,384
+60
+5% +$9.9K 0.11% 98
2024
Q1
$215K Buy
+1,324
New +$215K 0.12% 108