Ledgewood Wealth Advisors’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 | $475K | Hold |
2,981
| – | – | 0.3% | 44 |
|
|
2025
Q1 | $508K | Sell |
2,981
-78
| -3% | -$13.3K | 0.33% | 37 |
|
|
2024
Q4 | $513K | Hold |
3,059
| – | – | 0.33% | 41 |
|
|
2024
Q3 | $530K | Buy |
3,059
+500
| +20% | +$86.6K | 0.36% | 36 |
|
|
2024
Q2 | $422K | Hold |
2,559
| – | – | 0.36% | 35 |
|
|
2024
Q1 | $415K | Hold |
2,559
| – | – | 0.39% | 34 |
|
|
2023
Q4 | $375K | Buy |
+2,559
| New | +$375K | 0.35% | 41 |
|