Legend Financial 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 | $16K | Buy |
+101
| New | +$16K | 0.01% | 96 |
|
|
2025
Q1 | – | Sell |
-582
| Closed | -$97.5K | – | 189 |
|
|
2024
Q4 | $97.5K | Buy |
582
+481
| +476% | +$80.6K | 0.07% | 42 |
|
|
2024
Q3 | $17.4K | Sell |
101
-862
| -90% | -$149K | 0.01% | 80 |
|
|
2024
Q2 | $159K | Buy |
963
+892
| +1,256% | +$147K | 0.11% | 43 |
|
|
2024
Q1 | $11.5K | Sell |
71
-101
| -59% | -$16.4K | 0.01% | 129 |
|
|
2023
Q4 | $25.1K | Hold |
172
| – | – | 0.02% | 82 |
|
|
2023
Q3 | $25K | Hold |
172
| – | – | 0.02% | 86 |
|
|
2023
Q2 | $26K | Hold |
172
| – | – | 0.02% | 85 |
|
|
2023
Q1 | $25.5K | Sell |
172
-66
| -28% | -$9.79K | 0.02% | 89 |
|
|
2022
Q4 | $36K | Hold |
238
| – | – | 0.03% | 81 |
|
|
2022
Q3 | $30K | Buy |
+238
| New | +$30K | 0.03% | 79 |
|