Kellett Wealth 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
Q3
$7.55M Sell
2025
Q2
$8.82M Sell
2025
Q1
$9.63M Sell
2024
Q4
$9.59M Sell
2024
Q3
$9.94M Buy
2024
Q2
$8.7M Buy
2024
Q1
$8.29M Buy
2023
Q4
$7.48M Buy
2023
Q3
$6.37M Buy
2023
Q2
$6.41M Buy
2023
Q1
$5.63M Sell
2022
Q4
$5.96M Sell
2022
Q3
$5.31M Buy
2022
Q2
$5.6M Buy
2022
Q1
$5.84M Buy
2021
Q4
$5.87M Buy