Legacy Capital Group California’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 | $292K | Buy |
1,831
+232
| +15% | +$37K | 0.08% | 269 |
|
2025
Q1 | $273K | Buy |
1,599
+96
| +6% | +$16.4K | 0.09% | 245 |
|
2024
Q4 | $252K | Buy |
1,503
+86
| +6% | +$14.4K | 0.08% | 273 |
|
2024
Q3 | $245K | Buy |
1,417
+92
| +7% | +$15.9K | 0.08% | 269 |
|
2024
Q2 | $219K | Buy |
+1,325
| New | +$219K | 0.08% | 280 |
|
2024
Q1 | – | Sell |
-3,897
| Closed | -$571K | – | 315 |
|
2023
Q4 | $571K | Buy |
3,897
+190
| +5% | +$27.8K | 0.22% | 140 |
|
2023
Q3 | $541K | Buy |
3,707
+112
| +3% | +$16.3K | 0.23% | 129 |
|
2023
Q2 | $546K | Buy |
3,595
+622
| +21% | +$94.4K | 0.22% | 136 |
|
2023
Q1 | $442K | Buy |
+2,973
| New | +$442K | 0.22% | 139 |
|