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