Keystone Wealth Services’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 | $355K | Sell |
2,229
-194
| -8% | -$30.9K | 0.09% | 209 |
|
2025
Q1 | $413K | Sell |
2,423
-109
| -4% | -$18.6K | 0.11% | 171 |
|
2024
Q4 | $425K | Buy |
2,532
+38
| +2% | +$6.37K | 0.11% | 162 |
|
2024
Q3 | $432K | Buy |
2,494
+252
| +11% | +$43.7K | 0.12% | 159 |
|
2024
Q2 | $370K | Sell |
2,242
-7
| -0.3% | -$1.15K | 0.12% | 157 |
|
2024
Q1 | $365K | Sell |
2,249
-66
| -3% | -$10.7K | 0.12% | 153 |
|
2023
Q4 | $339K | Sell |
2,315
-288
| -11% | -$42.2K | 0.12% | 157 |
|
2023
Q3 | $380K | Buy |
2,603
+5
| +0.2% | +$729 | 0.14% | 139 |
|
2023
Q2 | $394K | Buy |
2,598
+36
| +1% | +$5.46K | 0.15% | 135 |
|
2023
Q1 | $381K | Buy |
2,562
+67
| +3% | +$9.96K | 0.16% | 129 |
|
2022
Q4 | $378K | Buy |
2,495
+7
| +0.3% | +$1.06K | 0.16% | 123 |
|
2022
Q3 | $314K | Buy |
2,488
+26
| +1% | +$3.28K | 0.15% | 115 |
|
2022
Q2 | $354K | Buy |
2,462
+6
| +0.2% | +$863 | 0.16% | 108 |
|
2022
Q1 | $375K | Buy |
2,456
+5
| +0.2% | +$763 | 0.15% | 110 |
|
2021
Q4 | $401K | Buy |
+2,451
| New | +$401K | 0.16% | 107 |
|