Leeward Financial Partners’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 | $309K | Sell |
1,937
-19,261
| -91% | -$3.07M | 0.1% | 82 |
|
|
2025
Q1 | $3.61M | Buy |
+21,198
| New | +$3.61M | 1.35% | 27 |
|
|
2023
Q3 | – | Sell |
-11,212
| Closed | -$1.7M | – | 82 |
|
|
2023
Q2 | $1.7M | Sell |
11,212
-5,428
| -33% | -$824K | 0.98% | 39 |
|
|
2023
Q1 | $2.47M | Buy |
16,640
+1,052
| +7% | +$156K | 1.52% | 27 |
|
|
2022
Q4 | $2.36M | Buy |
15,588
+457
| +3% | +$69.3K | 1.63% | 25 |
|
|
2022
Q3 | $1.91M | Buy |
15,131
+417
| +3% | +$52.6K | 1.37% | 30 |
|
|
2022
Q2 | $2.12M | Buy |
+14,714
| New | +$2.12M | 1.45% | 29 |
|