LFA
Level Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
36,472
+2
| +0% | +$319 | 1.81% | 19 |
|
|
2025
Q1 | $6.22M | Buy |
+36,470
| New | +$6.22M | 2.11% | 15 |
|
|
2024
Q1 | – | Sell |
-201
| Closed | -$29.5K | – | 206 |
|
|
2023
Q4 | $29.5K | Sell |
201
-50
| -20% | -$7.33K | 0.01% | 141 |
|
|
2023
Q3 | $36.6K | Hold |
251
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $38.1K | Hold |
251
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $37.3K | Hold |
251
| – | – | 0.02% | 112 |
|
|
2022
Q4 | $38K | Hold |
251
| – | – | 0.02% | 107 |
|
|
2022
Q3 | $32K | Sell |
251
-32
| -11% | -$4.08K | 0.02% | 117 |
|
|
2022
Q2 | $41K | Sell |
283
-31
| -10% | -$4.49K | 0.03% | 114 |
|
|
2022
Q1 | $48K | Hold |
314
| – | – | 0.04% | 90 |
|
|
2021
Q4 | $51K | Buy |
+314
| New | +$51K | 0.04% | 93 |
|