Legacy Trust’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 | $789K | Buy |
4,953
+136
| +3% | +$21.7K | 0.19% | 84 |
|
2025
Q1 | $821K | Buy |
4,817
+106
| +2% | +$18.1K | 0.2% | 83 |
|
2024
Q4 | $790K | Sell |
4,711
-83
| -2% | -$13.9K | 0.18% | 84 |
|
2024
Q3 | $830K | Buy |
4,794
+554
| +13% | +$96K | 0.19% | 82 |
|
2024
Q2 | $699K | Hold |
4,240
| – | – | 0.17% | 89 |
|
2024
Q1 | $688K | Sell |
4,240
-1,044
| -20% | -$169K | 0.17% | 90 |
|
2023
Q4 | $774K | Sell |
5,284
-21
| -0.4% | -$3.08K | 0.2% | 83 |
|
2023
Q3 | $774K | Sell |
5,305
-153
| -3% | -$22.3K | 0.23% | 78 |
|
2023
Q2 | $828K | Sell |
5,458
-205
| -4% | -$31.1K | 0.23% | 79 |
|
2023
Q1 | $842K | Buy |
5,663
+1,616
| +40% | +$240K | 0.25% | 79 |
|
2022
Q4 | $613K | Buy |
+4,047
| New | +$613K | 0.19% | 86 |
|