Legacy Capital Wealth 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 | $863K | Sell |
5,416
-300
| -5% | -$47.8K | 0.2% | 102 |
|
|
2025
Q1 | $974K | Buy |
5,716
+10
| +0.2% | +$1.7K | 0.24% | 82 |
|
|
2024
Q4 | $957K | Buy |
5,706
+646
| +13% | +$108K | 0.24% | 81 |
|
|
2024
Q3 | $876K | Sell |
5,060
-338
| -6% | -$58.5K | 0.18% | 116 |
|
|
2024
Q2 | $890K | Buy |
5,398
+2,001
| +59% | +$330K | 0.23% | 84 |
|
|
2024
Q1 | $530K | Sell |
3,397
-743
| -18% | -$116K | 0.38% | 64 |
|
|
2023
Q4 | $607K | Sell |
4,140
-227
| -5% | -$33.3K | 0.17% | 125 |
|
|
2023
Q3 | $637K | Buy |
+4,367
| New | +$637K | 0.17% | 118 |
|
|
2023
Q2 | – | Sell |
-3,822
| Closed | -$568K | – | 176 |
|
|
2023
Q1 | $568K | Buy |
+3,822
| New | +$568K | 0.16% | 125 |
|
|
2021
Q1 | – | Sell |
-574
| Closed | -$80K | – | 101 |
|
|
2020
Q4 | $80K | Buy |
+574
| New | +$80K | 0.03% | 90 |
|