Lakeshore Financial Planning’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 | $468K | Buy |
2,937
+23
| +0.8% | +$3.66K | 0.19% | 39 |
|
|
2025
Q1 | $497K | Buy |
2,914
+19
| +0.7% | +$3.24K | 0.21% | 34 |
|
|
2024
Q4 | $486K | Buy |
2,895
+1
| +0% | +$168 | 0.21% | 32 |
|
|
2024
Q3 | $501K | Buy |
2,894
+1
| +0% | +$173 | 0.22% | 34 |
|
|
2024
Q2 | $477K | Buy |
2,893
+1
| +0% | +$165 | 0.23% | 30 |
|
|
2024
Q1 | $469K | Buy |
2,892
+16
| +0.6% | +$2.6K | 0.24% | 31 |
|
|
2023
Q4 | $421K | Sell |
2,876
-869
| -23% | -$127K | 0.23% | 32 |
|
|
2023
Q3 | $546K | Buy |
+3,745
| New | +$546K | 0.31% | 23 |
|