Levy Wealth Management Group’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.71M	Buy	10,371 +13	+0.1%	+$2.13K	0.44%	26
2024 Q1	$1.52M	Hold	10,358	–	–	0.43%	28
2023 Q4	$1.52M	Sell	10,358 -578	-5%	-$85.6K	0.43%	28
2023 Q3	$1.6M	Buy	10,936 +10	+0.1%	+$1.53K	0.49%	29
2023 Q2	$1.66M	Buy	10,926 +9	+0.1%	+$1.36K	0.49%	29
2023 Q1	$1.62M	Buy	10,917 +11	+0.1%	+$1.57K	0.5%	32
2022 Q4	$1.65M	Sell	10,906 -107	-1%	-$15K	0.55%	30
2022 Q3	$1.39M	Buy	11,013 +1,537	+16%	+$218K	0.6%	26
2022 Q2	$1.36M	Buy	9,476 +23	+0.2%	+$3.46K	0.62%	24
2022 Q1	$1.44M	Buy	9,453 +31	+0.3%	+$4.85K	0.6%	24
2021 Q4	$1.54M	Buy	9,422 +33	+0.4%	+$4.9K	0.7%	25
2021 Q3	$1.31M	Buy	9,389 +34	+0.4%	+$4.82K	0.72%	23
2021 Q2	$1.26M	Sell	9,355 -66	-0.7%	-$8.93K	0.73%	22
2021 Q1	$1.28M	Buy	9,421 +124	+1%	+$16.2K	0.84%	18
2020 Q4	$1.29M	Buy	+9,297	New	+$1.3M	0.92%	17