Lifestyle Asset Management’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 | $242K | Buy |
1,516
+334
| +28% | +$53.2K | 0.11% | 115 |
|
|
2025
Q1 | $201K | Buy |
+1,182
| New | +$201K | 0.11% | 112 |
|
|
2024
Q1 | – | Sell |
-1,384
| Closed | -$203K | – | 114 |
|
|
2023
Q4 | $203K | Sell |
1,384
-91
| -6% | -$13.3K | 0.11% | 92 |
|
|
2023
Q3 | $215K | Hold |
1,475
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $224K | Sell |
1,475
-69
| -4% | -$10.5K | 0.13% | 74 |
|
|
2023
Q1 | $230K | Sell |
1,544
-6
| -0.4% | -$892 | 0.15% | 64 |
|
|
2022
Q4 | $235K | Buy |
+1,550
| New | +$235K | 0.19% | 57 |
|