Kapstone Financial Advisors’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 |
31,524
-608
| -2% | -$96.9K | 2.5% | 8 |
|
|
2025
Q1 | $5.48M | Buy |
32,132
+720
| +2% | +$123K | 3.1% | 5 |
|
|
2024
Q4 | $5.22M | Sell |
31,412
-1,902
| -6% | -$316K | 2.79% | 6 |
|
|
2024
Q3 | $5.78M | Sell |
33,314
-44
| -0.1% | -$7.64K | 3.51% | 5 |
|
|
2024
Q2 | $5.5M | Sell |
33,358
-1,615
| -5% | -$266K | 3.61% | 5 |
|
|
2024
Q1 | $5.67M | Buy |
34,973
+43
| +0.1% | +$6.98K | 3.86% | 5 |
|
|
2023
Q4 | $5.44M | Buy |
34,930
+224
| +0.6% | +$34.9K | 4.26% | 4 |
|
|
2023
Q3 | $5.06M | Sell |
34,706
-269
| -0.8% | -$39.2K | 4.56% | 4 |
|
|
2023
Q2 | $5.46M | Sell |
34,975
-507
| -1% | -$79.2K | 4.52% | 4 |
|
|
2023
Q1 | $5.39M | Sell |
35,482
-1,490
| -4% | -$226K | 4.86% | 4 |
|
|
2022
Q4 | $5.26M | Buy |
+36,972
| New | +$5.26M | 4.79% | 4 |
|