LGT 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 | $56.6K | Buy |
355
+31
| +10% | +$4.94K | 0.14% | 96 |
|
|
2025
Q1 | $55.2K | Sell |
324
-1,083
| -77% | -$185K | 0.17% | 96 |
|
|
2024
Q4 | $236K | Buy |
1,407
+802
| +133% | +$134K | 0.52% | 36 |
|
|
2024
Q3 | $105K | Sell |
605
-101
| -14% | -$17.5K | 0.26% | 68 |
|
|
2024
Q2 | $116K | Buy |
706
+105
| +17% | +$17.3K | 0.25% | 66 |
|
|
2024
Q1 | $97.6K | Buy |
601
+1
| +0.2% | +$162 | 0.11% | 178 |
|
|
2023
Q4 | $87.9K | Sell |
600
-323
| -35% | -$47.3K | 0.11% | 174 |
|
|
2023
Q3 | $135K | Buy |
+923
| New | +$135K | 0.17% | 130 |
|
|
2023
Q1 | – | Sell |
-1,369
| Closed | -$207K | – | 164 |
|
|
2022
Q4 | $207K | Buy |
+1,369
| New | +$207K | 0.24% | 96 |
|