LifePlan Investment 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 | $248K | Sell |
1,558
-18
| -1% | -$2.87K | 0.12% | 98 |
|
|
2025
Q1 | $269K | Hold |
1,576
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $264K | Buy |
1,576
+204
| +15% | +$34.2K | 0.16% | 80 |
|
|
2024
Q3 | $238K | Buy |
1,372
+13
| +1% | +$2.25K | 0.15% | 81 |
|
|
2024
Q2 | $224K | Sell |
1,359
-16
| -1% | -$2.64K | 0.16% | 80 |
|
|
2024
Q1 | $223K | Buy |
+1,375
| New | +$223K | 0.18% | 75 |
|
|
2023
Q4 | – | Sell |
-1,419
| Closed | -$207K | – | 69 |
|
|
2023
Q3 | $207K | Buy |
+1,419
| New | +$207K | 0.22% | 62 |
|