LifeSteps Financial’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
$646K Sell
4,054
-110
-3% -$17.5K 0.44% 42
2025
Q1
$710K Sell
4,164
-61
-1% -$10.4K 0.58% 32
2024
Q4
$708K Hold
4,225
0.54% 33
2024
Q3
$732K Sell
4,225
-59
-1% -$10.2K 0.57% 33
2024
Q2
$707K Sell
4,284
-232
-5% -$38.3K 0.58% 32
2024
Q1
$733K Sell
4,516
-144
-3% -$23.4K 0.55% 33
2023
Q4
$683K Sell
4,660
-66
-1% -$9.67K 0.61% 35
2023
Q3
$689K Sell
4,726
-59
-1% -$8.61K 0.7% 29
2023
Q2
$726K Buy
4,785
+2
+0% +$303 0.72% 28
2023
Q1
$711K Sell
4,783
-149
-3% -$22.2K 0.75% 29
2022
Q4
$747K Buy
4,932
+1,603
+48% +$243K 0.78% 29
2022
Q3
$420K Buy
3,329
+2
+0.1% +$252 0.47% 44
2022
Q2
$478K Buy
3,327
+1
+0% +$144 0.5% 37
2022
Q1
$508K Buy
3,326
+1
+0% +$153 0.38% 46
2021
Q4
$544K Buy
3,325
+1
+0% +$164 0.39% 41
2021
Q3
$465K Sell
3,324
-112
-3% -$15.7K 0.36% 46
2021
Q2
$464K Buy
3,436
+57
+2% +$7.7K 0.36% 46
2021
Q1
$458K Buy
3,379
+1
+0% +$136 0.38% 47
2020
Q4
$470K Buy
3,378
+1
+0% +$139 0.43% 41
2020
Q3
$469K Buy
3,377
+134
+4% +$18.6K 0.49% 40
2020
Q2
$388K Buy
3,243
+1
+0% +$120 0.45% 43
2020
Q1
$357K Buy
3,242
+1
+0% +$110 0.41% 49
2019
Q4
$405K Buy
+3,241
New +$405K 0.38% 51