Keeler & Nadler Financial Planning & 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
$208K Buy
1,303
+108
+9% +$17.2K 0.08% 76
2025
Q1
$201K Buy
+1,195
New +$201K 0.09% 70
2024
Q4
Sell
-1,191
Closed -$206K 72
2024
Q3
$206K Buy
+1,191
New +$206K 0.1% 68