Kapstone Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.78M | Sell |
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|
2024
Q2 | $5.5M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $5.44M | Buy |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.46M | Sell |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $5.26M | Buy |
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