Kiely Wealth Advisory Group’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$303K Hold
1,808
0.19% 45
2024
Q3
$301K Hold
1,808
0.19% 43
2024
Q2
$309K Buy
1,808
+198
+12% +$33.8K 0.17% 30
2024
Q1
$259K Hold
1,610
0.15% 33
2023
Q4
$251K Buy
+1,610
New +$251K 0.15% 39